Saturday, September 22, 2018 6:23:27 AM
Excellent stuff. Your top guy observation is brilliant. We shall see.
Musashi wrote: "The pen and the sword, in accord". The BIIB top guy would be foolish to further complicate things at this point. Hanging on to the Amyloid thesis at this point is a senseless marker of sorts. He is getting some bad guidance from somewhere while he tries to manage from a position of strength. Some gesture of reconciliation before CTAD would be smart and would go a long way. I expect this will happen even if we have no idea what it is publicly. Samurai would only fight (die) if a deal could not be made and then only after very carefully studying the skills of his opponent, sometimes in competitions designed specifically a plan to demonstrate/compare skills. (see analogy somewhere).
Precision medicine has already defined the future, we just don't know it yet. Some have recognized that and others are waiting for guidance and of course there isn't any, except for HH and team who have been studying/working/waiting to do this for years. It will take a while for even the best minds to catch up and by then AVXL will have established critical BP leadership skills. I am not trained to understand details but I think the Precision Medicine process will lead to each patient having their own unique CNS micro analysis w/treatments custom designed for them. I also believe that every one of us is on some AD/dementia curve which must eventually be appropriately treated and that Precision Medicine practices will get us all to the next level, or else.
BR
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