Thoughts on recent issues
Some in response to gator...
Gator questions why patients would stay in an extension at 148nweeks, if they had to pay for the drug themselves. We are talking ALZHEIMERS here...losing cognition. How much is cognition worth?
True, drug continuation is provided to patients as a way to motivate patients to enter the trial. But still going at 148 weeks. I wonder if any other AD trials are still going at 148 wks? Anybody know? If no other drug is, then I would say A2-73 is VERY Extraordinary!
Gator notes that N, is not given after 148 weeks. I think the data has dried up as well. Not just N. I think the reason for this data dearth, is that it recent data is being saved for the peer reviewed article. TGD wants max fireworks for that article. He is not going to steal his own thunder early.
Why no article yet? Many high level publications come out quarterly. I am not concerned unless it does not appear by the end of year.
I still maintain TGD was truthful when saying funding is fine. I think he referred to maintaining the current trials. I think the shelf was to fund anticipated growth needed, assuming AD or PD success. Will need to grow quickly, hire many more people, labs, lab space, building for more employees... !! It may be just in case there is success, but TGD might have some feedback...trying not to speculate here.
The stock price may be low, but I agree with Xena, showing it is HFT. Remember all the science and news still support our theories of efficacy!
People complained that the gut data was not complete. True, but it was a very low amount of data, and still it made sense in relation to the latest theories. TGD was right to keep analyzing the data. He would be NEGLIGIENT if he didnt. And there were complaints SMH. We may not know exactly all the mechanisms of why 2-73 works, but we have theories. And the trials, hopefully, will prove efficacy, that will satisfy all.
I think one of the major reasons biomarkers and ERP may be yielding fruit now is because scientists will now have a drug to use them with in testing for patients actually improving!! We sometimes do not see these trees because of the forest. For example consider biogens predicament, they never had patients improving, so they were stuck trying to work with the placque, as that is all they had! Having NO patients improving is like trying to play baseball in the dark. Now with patients improving, lots of new science can be tried.
We got this!
AI
