Biotech Values

[masterlongevity]

I'm not oblivious to the base rates. Every single DMD trial for AD has failed to date. But none have shown this kind of success in trials. The technology has changed a lot in the past 5 yrs (since most of current ph 3s were started) and the ability to select the right patients and ability to measure change and regulatory mindset on endpoints has vastly improved.

I also think this is a positive for gantenerumab, which is in a much better designed trial