Good post as usual Nidan; it's mainly now a matter of efficacy. And whether it takes another 1 month, 6 months or 12 months to get further confirmation of same. Personally I can wait. Meanwhile:
They already gave us 12 mo charts showing stronger efficacy than current SOC, and a p300 amplitude chart showing patients returning to healthy adult levels thru 53 wks (average of all participants and this was during a period when dosage was NOT YET optimized; a caveman could figure out this is important).
Also they provided other supporting info such as ceased insomnia symptoms in 100% of afflicted and that the compound is crossing the blood brain barrier as mild side effects only at upper 50mg dosage.
Since June they've not pulled those results or clarified them or softened their positive efficacy claims. They're going to use the same language again per the upcoming abstract in 3 weeks' time.
It's an adaptive trial extension and if dosage wasn't yet optimized in the first 52 weeks, it doesn't take a neurologist to figure out that the next round of data released will show 78 weeks and now with dose optimized charts/results.
The test score charts were already starting to turn upward around the week 52/57? week mark. If there wasn't at least continued stabilization and/or improvement through 15/18 months, MOST agree that they had an ethical and (likely) a legal responsibility to clarify their claims/charts/efficacy language before now and that could have and should have been done at AAIC or in a p/r.
All can decide individually if/when there's ENOUGH positive efficacy signal. And scientifically-minded posters here have already ruled out PLACEBO effect in Alzheimer's population (prior peer reviewed studies have already clearly shown the deteriorating placebo arms of Alzheimer's populations).
My understanding is that an Alzheimer's patient has never stabilized or improved from taking a sugar pill. If one has, then why isn't that the SOC?
And as Attila alluded to yesterday, is it really that off-the-wall to actually place some faith and trust in the words and representations of this CEO and the SAB??? If it comes down their credibility and experience then I'd propose that answer is no.
Some may wait until phase 3 results to decide 100% on efficacy; personal call. But will the competition wait that long?
Decisions decisions
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