GentleGiant:
Good insight on the delivery, but if IV is the only viable delivery, I still believe Bryostatin could be a huge success. Many cancer drugs, which are life-saving, are delivered by IV, and I would put a successful Alzheimer's drug in the same arena as a cancer drug (life-saving).
From another angle, the annual cost of moderate-to-severe AD care is huge, and some analysts believe these AD costs will break Medicare in a few decades. So any drug that lowers the total medical and care costs of AD will be successful, regardless of type of delivery.
In the long run, I don't think a company like Neurotrope has the ability to bring this drug through trials and FDA alone, so I think the endgame will be a partnership with a large Pharma or a buyout. Dr. Alkon has already signaled that with a successful drug, they are willing to partner.