My only concern is that he seems to be long a few of the stocks a. F. And his pals love writing hit pieces about (mann kind and northwest) other than that he has great dd
Also his calculations only consider Alzheimer patients.
It doesn't consider mild or early cognitive impairment, which in my mind is the key population to treat. The market size is a lot greater than 720,000. The trial that is being run is nothing short of brilliant.
If it in fact alters and slows or stops the disease course, the market size and utility will be far greater.