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Friday, 05/18/2018 4:47:53 PM

Friday, May 18, 2018 4:47:53 PM

Post# of 21531
Another big pharma failure.
https://www.fiercebiotech.com/biotech/janssen-drops-bace-as-alzheimer-s-candidate-joins-fail-list

They continue to beat their heads against the wall which begs the question will a novel MOA ever gain traction as an option to their failure? What would it take for BP to sign off on a "risky" MOA when their current approaches are money pits?

This latest maxim report clearly points out they think a partnership is possible at any time from now til whenever the next trial results are released. We know management would welcome a partner and the latest results have only been public for 4 months or so. I have no clue as to when or if we get a deal or on what terms over the next 12 months or so. We do know management will need money next year and any partnership opportunities would be one option.

I say all that to say that IMO some things are lining up that could possibly make BP come to the table sooner rather than later. I think there is much more research being conducted in the "synaptic health" arena...and much independent data coming on line and even clinical studies showing additional verification.

1. https://content.iospress.com/articles/journal-of-alzheimers-disease/jad170839

Really thorough info that was presented here a couple weeks ago that there is very promising potential that if the synapses are protected early that a synaptic protective drug could potential be the holy grail for alzheimer's. The drug tested showed success in a single avenue of protecting the synapses. A drug that could "do it all" would be blockbuster.

2. Rodin Therapeutics
https://rodintherapeutics.com/rodin-therapeutics-advances-synaptic-resilience-strategy-27-million-financing-expands-board-directors/

These guys specialize in "synaptic resilience" and brought in 27 million last fall for earlier stage studies. They hope to target processes that allow for more BDNF it would seem. Not in clinical trials.

3. EIP Pharma has nabbed a billionaire investor for another 20 million dollars and is moving to a larger 2B study. Their 2A seemingly showed success in a 16 patient study using a metric for cognition I'm honestly not familiar with. Their drug attempts to block a cause of inflammation that is specific to synaptic damage. By reducing this damage memory improves.
https://endpts.com/eip-pharma-flies-into-a-high-risk-phiib-alzheimers-study-fueled-with-20-5m-from-billionaire-len-blavatniks-access-industries/

The more the confirmation that synaptic brain health is A or THE cause of alzheimer's the more likely BP is to dip their toe in our pond IMO. Other companies are nibbling around the edges and may have varying degrees of success, but research shows that low PKCe levels lead to synaptic damage and increasing those levels leads to a cascade that increases all type of reactions favorable to synaptic maintenance, resilience, regrowth and repair. Its not simply due to increasing a single growth factor or blocking an issue such as inflammation, although studies show it does both and dozens of other positive things as well. Will be interesting as the theory gains more notoriety, which BP steps up to our first in class treatment. JMHO
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