MOMO'S BREAKOUT BOARD

[cfoofme]

Alzheimers news One of these 5 has crashed this week. Red Shoulder has an excellent summary of the top candidates in AZ field.

RedShoulder listed the five in-play CNS drug biotechs. Worth considering them all, below:

1. SAVA, Cassava Sciences Inc.

Their Alzheimer’s/CNS play: Simufilam

How it works: “Simufilam is a proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA), a scaffolding protein, in the brain.”
https://www.cassavasciences.com/simufilam

Their problem(s): Legal petition to stop FDA trial of the drug; alleged factual misrepresentations.
https://www.glancylaw.com/cases/cassava-sciences-inc/

2. ANVS, Annovis Bio Inc.

Their Alzheimer’s/CNS play: ANVS401

Their problem(s): In clinical trial results, efficacy scores are not statistically significant compared to placebo.
https://seekingalpha.com/news/3721385-annovis-bio-anvs-loses-nearly-half-after-presenting-alzheimers-drug-data-at-aaic-2021

3. CRTX, Cortexyme Inc.

Their Alzheimer’s/CNS play: atuzaginstat (COR388)

Their problem(s): The main phase2/3 clinical trial is yet on-going; no results until the end of 2021. The drug suppresses an oral bacterium, Porphyromonas gingivalis, of presently dubious involvement with Alzheimer’s in the brain or nervous system.
https://dementia-monster.blogspot.com/2021/01/if-not-ban2041-what-about-atuzaginstat.html

4. BIIB, Biogen Inc.

Their Alzheimer’s/CNS play: Aduhlem

Their problem(s): Multitudinous. Simply, the drug just doesn’t work, is exorbitantly expensive, has side effects (brain bleeding), and the FDA approval process is under question.
https://chicago.suntimes.com/2021/7/13/22574122/aduhelm-fda-investigation-alzheimers-patients-deserve-full-truth-editorial

5. AVXL, Anavex Life Sciences Corp

Their Alzheimer’s/CNS play: blarcamesine (Anavex 2-73)

Their problem(s): No human clinical data yet available to submit to the FDA; trials yet on-going, won’t finish until late 2021 or into 2022.

Ok, then, who would intelligently decide to plunk down a portion of one’s equity investment funds on any of these Alzheimer’s/CNS plays? On the face of the commonly-available information, not a wise thing to do.

Here, many of us who have scrutinized the science of all of these have seen that the problems of the first four company’s are deep and unresolved; most likely never to be. Not so for Anavex, however. So far, no clinical data that the FDA can ponder, but an abundance of pre-clinical murine and human safety and tolerability data which indicate that the results from the three on-going clinical trials, Rett syndrome, Parkinson’s disease dementia, and Alzheimer’s will be entirely positive; allowing FDA approval of blarcamesine.

For most, who don’t understand or have no confidence the in science of each of these companies, a wait and see stance is advised. Wait until the FDA approves a company’s new drug before committing personal dollars to own a bit of the company.

But if the understood science is both good and accurate, buying in before FDA approval happens, some time in the future (for Anavex, in 2022 or 2023), ultimate financial rewards (value gains) will be significant.

Personally, the only game I’ll play in is Anavex. I’ve purchased my pre-season tickets, will attend the Home Opener the day the FDA approves blarcamesine, probably first for Rett syndrome. Then, big road games for Parkinson’s disease dementia, and finally the 2023 CNS World Series victory with Alzheimer’s.