A week or so ago, Peter posted an AD abstract on the SI Biotech Values thread which indicated that 100% of AD pt brains biopsied showed fungal infections present. Another somewhat related abstract was posted shortly thereafter.
I was left with the impression that Amyloid Beta was the brain's response to an infection rather than the direct cause of AD. I would be less inclined to bet any drug that interferes with Amyloid Beta will have a successful PhIII. Rather I'd suspect significant safety issues are likely.