"The Dimebon results in HD are at best neutral, IMO, with respect to foretelling a successful phase-3 outcome in AD. What do you think?"
I haven't seen what PFE is using for outcome measures in their AD study, so there could be some upside to these data if they are using the CDR (which codes orientation scores into part of the outcome impairment rating) rather than the ADAS-Cog (which doesn't.)
The above would also assume some commonality in the development of orientation impairment in both populations, which is not too far a stretch.
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