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Whiskey/Sausage

12/10/16 1:23 PM

#83118 RE: falconer66a #83110

Awesome summary. If we don't get bought out 'now' for something hefty, then no one will be able to afford us at all in a year or two time.

powerwalker

12/10/16 1:23 PM

#83119 RE: falconer66a #83110

Thank you, falconer, for that synopsis. It is great!

XenaLives

12/10/16 1:23 PM

#83120 RE: falconer66a #83110

Yes, using the word "cure" is still not appropriate.

My lungs are damaged by chemical exposure and 30 year later exposure to a desert spore. I have 50% lung capacity. There is no cure,
but I have three inhalers and a hand full of supplements that keep my lungs functioning normally in most circumstances.

I am not cured but the treatment means my life is very close to normal as long as I use my medication appropriately.

That will be enough for Alzheimer's patients too.

Cruzer98

12/10/16 1:26 PM

#83122 RE: falconer66a #83110

Its such a pleasure reading your posts, falconer. Thanks.

Amatuer17

12/10/16 1:42 PM

#83127 RE: falconer66a #83110

Great summary - the presentation dek is great and full of information to chew on.
Wish they had given sub-group data for 7 D naive patients.

Monday action??

AVXL showed great data and presented just before keynote address on last day - it must have got great exposure. Biogen and Lily's of the world must be thinking their strategy around AVXL

In the meantime - AXON is very similar to AVXL but somewhat inferior product but with market cap of $ 1.41 B as against AVXL mc = $ 155 million
(9 times)

Even at $ 10 - AVXL mc will be $350 million - way lower than AXON

So what we can expect on Monday and next few days - what will be reasonable stop -$8, $10 or the $14 which was past high?

Also will any BP make a quick move?

powerwalker

12/10/16 1:44 PM

#83130 RE: falconer66a #83110

Will one of the moderators pin this post?

Thank you in advance.

blanka

12/10/16 2:03 PM

#83143 RE: falconer66a #83110

Post of the day!

McMagyar

12/10/16 2:06 PM

#83145 RE: falconer66a #83110

Post of the day! Amen

plexrec

12/10/16 2:15 PM

#83147 RE: falconer66a #83110

Bingo !! Great post falconer,as usual--thanks---everyone wins ! Except of course the shorts !!!! Long and strong Avxl !

stealthways

12/10/16 2:36 PM

#83153 RE: falconer66a #83110

V. Good post ...thoughts on how pain and insomnia potential could add to the vast CNS potential of 273?

McMagyar

12/11/16 2:51 PM

#83370 RE: falconer66a #83110

Falconer may we start a petition using this post? Would you like some credit? Shoot me a private message.

Android 2-73

12/13/16 3:03 PM

#84121 RE: falconer66a #83110

Buy and Hold and we shall be rewarded.

PeterKarol

12/13/16 4:39 PM

#84141 RE: falconer66a #83110

I came to different conclusion after digesting the data presented at AAIC 2016 and CTAD 2016. A2-73 is the CURE. There at the onset of analyzing we have to return to the division of subjects into two groups. Namely, A2-73+DPZ 25 patients initially and A2-73 Alone 7 or 8 patients. This is essential in understanding the impact of the presented data on the claim to cure or near cure AD.
In AAIC data there was graph of MMSE score from 0 to 31 weeks. Between 18 and 31 week there was a surge in scores for the A2-73 alone group. I ploted the data and you can view the plot by going to my twitter account @piotrpietrzkiew. What it revealed was that initially the MMSE score went moderately down then stabilized and suddenly surged up. I expected some positive outcome in the soon to be released data. As it was, in the CTAD data there was no distinction between A2-73 Alone and A2-73+DPZ. Data presented on the 6 patients called MMSE Strong almost identical in shape and value at 31 weeks seemed to continue where the A2-73 Alone data stopped. Are these two one and the same? But the crux of the matter is in the shape of curves. We have initial down trend then uptrend to up steep incline,the uptrend happens in 18-24 weeks, followed by stabilization for 24 weeks and most recently nascent second surge when the score value at 57 weeks reaches up to 130 percent of score of just 4 weeks ago. It is entirely possible that within 24 weeks the score at this rate might hoover in vicinity of 28-30 MMSE. That certainly deserves the name of a cure.
If you look at the graph of DPZ you see gain in scores followed by steady decline, this isn't behavior of a complex system, and your brain is one. It is plasticity is amazing recall the people afflicted with stroke when part of brain dies and they have to relearn speaking or walking. Another example yet less dramatic is when you learn new skill and suddenly everything falls in place because your brain has reorganized itself to master the task.
Human brain is a complex system when the conditions change sufficiently it reorganizes itself and new functional performance is exhibited. This phenomenon is present in the data on A2-73 Alone/MMSE Strong patients. It indicates that something very fundamental happened to thoses neurons and the performance of the whole system after a delay transformed almost in a moment. In complex systems it is called an emerging property which appears after even small widespread change in the agents, read neurons.
The combined data for All Patients as ploted on the graphs traces the path taken by those dosed with placebo as documented in number of studies. From the purely math point A2-73+DPZ does worse than placebo.
It seems that the company does not want to scream "Here it is!". The prove is in the data but not made apparent. The reasons for that can be miriad but I will not speculate about that as it is beyond my competence.
Please, see my graphs on twitter atpiotrpietrzkiew.