The donepezil might be competing at the S1 receptor; that is a layman theory. The company hasn't even asserted that. They are currently on their second emphatic assertion (no donepezil synergy), after their first emphatic assertion (synergy) appeared wrong. To go to a third assertion (donepezil contra-indicates) is going to really raise credibility questions. They already lost credibility with the synergy stuff and the 26-week results. Investors tolerate reasonable spin, not b.s.: the charts show no basis for disease stability in the general population.
There are determined bears out there who write articles, and determined bulls as well. A careful bullish investor has the intellectual capability to handle bearish theses without resorting to paranoia and conspiracy theories. You have to stay objective, look at results cleanly, dismiss any bearish (and bullish) silliness, and be patient.
The company may release 36 week results at the upcoming CNS Summit Oct 27-30. Last year they didn't announce their participation until a week before. So let's stay tuned.
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