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doingmybest

04/10/17 11:27 AM

#3078 RE: XenaLives #3077

Xena Lives, thx, I understand all your points. I have found your past financial market experience very insightful and trust your perspective but I think if they are successful in their current P2b they will partner with a BP and there will be significant structural changes. Before that day there is heightened risk but there is much upside to good data which I think will outweigh the risk of selling. In my experience it is rare that CU info is widely shared. As a matter of fact the FDA has made it clear they do not want it to be widely shared since it is uncontrolled data. So, I think it is good to have such data but my guess is they have more structured data from these few patients but only share general observations. IGF's of course have dangerous potential effects and that is probably the most concerning issue. But, IGF's also have useful applications when used properly. I am not as concerned about the rush into the P2b though I see it as added risk. I see small biotech companies rush all the time if they think they have a good shot because they are so vulnerable until they have something concrete. I see the main issue with the rush into P2b as the question of efficacy, which will be answered very soon, and, that is the upside of rushing ahead. If the drug works for AD I will hold the small number of shares I own and wait for the right time to add because the longer term future will be bright and I am not a trader. AD is awful and the best scenario as far as I am concerned is that both the NTRP and the AVXL drugs work and there is some competition between them because two therapies in my opinion will be better than one for many reasons.
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Maple tree

04/10/17 11:32 AM

#3079 RE: XenaLives #3077

Don't worry too much. Phase2b, if good, will take care of all issues you concern. It is just matter of 1.5 millions of shares for 150 millions when SP reaches triple digits.

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Amatuer17

04/10/17 11:43 AM

#3081 RE: XenaLives #3077

Your 2nd concern is valid -

Going into P2b - and so what? They decided to take risk - the no of patients is large so it will give good baseline for next phase trial - if it fails - no issues

On share structure - it is overblown concern as
- if trial successful - the SP will spike disproportionately
- if trial fails - everyone loses - even a stock like AVXL with wide holding went from $7.50 to $2.30 in just 3 days
So it is not different that any other biotech
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blu_1

04/10/17 12:02 PM

#3087 RE: XenaLives #3077

I concur. Have NTRP investors looked at the track record of drugs seeking to boost growth factors? Case in point, M3 Biosciences out of Washington state. Back in 2014 there was a lot of hype surrounding this privately held company, much like there is now surrounding NTRP. Its Alzheimers drug had/has same MOA as brysotatin, boost growth factor levels. NIH and a foundation were funding its early trials. A trial enrolling, I believe, 450 patients flamed out. The company hasn't given up on the drug, although its been stalled. Their website is a joke, no listing their pipeline or trial progress.

Bryostatin fails to correct the cause of the Alzheimers, mitochondrial dysfunction. The first thing to show up in pre Alzheimers patients is mitochondrial dysfunction, not low levels of PKE epsilon. Anavex's sigma 1 drugs correct mitochondrial dysfunction, as well as stimulating regulated synaptogenesis

It dumbfounds me that the goal of Neurotrope is to stimulate synaptogenesis yet they don't bother to include P300 testing in their trials.

I think there is a 50/50 chance NTRP will crash post Ph 2b results no matter the results.