Synaptogenix Inc (SNPX)

[InTheTrenches]

Good take Antti. I only listened to half the call.

Their take on Aducanumab sounded non-committal.

The last 5 mins was very important:

Cost vs efficacy vs chronic treatment or 1-time treatment.

Significant efficacy will get rewarded with being able to charge a higher amount for treatment.

High cost drugs (mentioned an RNA treatment that may cost $300,000!) may not get 3rd party payer acceptance or it will be very restricted, but will still get prescribed and used if it's effective.

My opinion: If Bryostatin is successful, and we are the only treatment that improves outcomes, and we can deliver for less than $20,000/year, I think we will be sitting in a golden cost-benefit paradigm. Especially if we can improve people from being "full-time care" to "assisted living".