If the confirmation trial proves out as Alkon is saying, we'll never trade below a 200 million market cap again. Likely much more than that, but my guess is that would be a new baseline as we moved into an open label extension while planning P3 IMO.
I've talked to quite a few people who listened to that panel this weekend. They didn't know Alkon from anyone else on that panel. What they were struck by is how many panelist were saying it would take multiple drugs/treatments to advance to a satisfactory outcome, and it may, but Alkon isn't saying it because bryostatin already does ALL the things that the other individual companies hope to do. I mean we could spend a lot of time talking and examining about precision medicine but Alkon makes it clear that we are already improving cognition. We could be going for genetic/apoe4 patients solely (which IMO is a given) but they genuinely believe they can aid all patients due to the multi-model efficacy of the drug. I know this disease has defeated the best but if we get that confirmation trial completed with stat significance, we'll have as good or better shot as anyone in this industry.
JMHO
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