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Re: Investor2014 post# 192604

Monday, 05/13/2019 8:03:17 AM

Monday, May 13, 2019 8:03:17 AM

Post# of 470146
The private for profit guys have made a series of poor choices over a long period of time and have hit the $$$/belief wall. The CNS/AD social $$$ system is/will be drying up. The social system guys have had far fewer funds til now and less/lower effort. Should the social system guys get a treatment that works then the $$$ guys will suddenly be reborn and will figure out a way to steal it (my theory). The $$$ guys have spent their wad on H/W like PET SCANNERS and BIOS used for such and theory dry holes. Now, even that is drying up. Looks like the social system guys (Aus/Spain/Canada/Japan..) have kept moving at least and will cross the line first if they stay w/it, bodies in motion kind of thing. IMO, money guys blew their wad on Amyloid and (for reasons unknown to me) have not figured out what to do w/about and work with the Precision Medicine crew. The entire ACTC/NIH sponsorship of BIIB is evidence of a very serious leadership issue (IMO). They are screwed b/c all they can continue to do is lie even bigger lies.
What should happen next is the social med guys will have to show proof but will be broke. The money guys should partner up w/ the PM/social people and gallop into the CNS disease sunset together. Social med will benefit from reduced costs eventually and they will have treatments that actually work. The biggest losers will be the dementia care warehouses and the big H/W guys. We need AVXL to partner w/good people and lead the whole parade.
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