Replies to post #220207 on Biotech Values

[DewDiligence]

Re: ApoE4+ proportion in each trial arm

See slide #20. For the placebo arm, the ApoE4+ proportion is 173/245=70.6%; for the 10mg/kg-biweekly arm, the ApoE4+ proportion is 48/161=29.8%.

p.s. The companies deliberately “hid” the ApoE4+ proportions by trial arm in a slide near the end of the deck that is ostensibly devoted to another topic (ARIA-E); this subterfuge is somewhat illuminating in its own right, IMO.