Biotech Values

[genisi]

The interesting part for me from the abstract taken together with initial data from the ADNI trials (#msg-37700576) is on the biomarkers results:

Ponezumab (PF-04360365) and solanezumab (LY-206430) both were shown to raise CSF Abeta levels (including Abeta forms that are thought to only be present in brain plaques), which may be evidence of biological activity i.e. Abeta clearance from the brain.
Bapineuzumab is the one mAb among these three that is believed to act also on the Abeta plaques but in its phase II data, there was no effect on CSF Abeta levels (there was a trend of lowering phosphotau - one other biomarker).

Although these are different trials, it would be interesting to see if/how changes in biomarkers will correlate with a therapy with disease modifying potential.