Xena - i know you are very active investor in CNS biotechs - and expressed your views strongly.
So it is interesting to see the contrast of your views between 2 ALZ companies - NTRP and AVXL
-NTRP has finished enrollment of 148 patients in P2 trials as against just 32 patients in P1 trial for AVXL
- both of them have done r/s and have small number of shares o/s - NTRP can issue new 5 million shares and raised $100 million and create enough float - this it has more power to raise cash and limit dilution
- On safety - "Safety is not expected to be an issue. Soon after Bryostatin was first discovered, it was evaluated for use as a cancer treatment. Many clinical trials, comprising more than 1,500 individual patients, tested the safety of the compound, and found it to be universally well tolerated."
So what is your concern about safety?
- on IV vs Oral - yes IV is not convenient - but if the drug works, people will not mind taking one IV per week
So in the land of Alz - there are only few drugs being developed and these 2 companies are going in totally new direction (not beta amyloid approach)
With this background - why do you think NTRP is not a good investment candidate?