I think the main difference between AXON and us is that we are not yet perceived as having a successful trial. The post-hoc analysis all looks outstanding and clearly indicates that Namenda interferes with Bryostatin, but we still need a successful phase 2 trial before we can hope for a market cap similar to AXON at its peak (>$2B leading into phase 3 readout).
Still, I think a reasonable market cap going into the phase 2 confirmatory results would be > $300M, and here we sit at ~60M.
As you say, our situation is better, since we can potentially IMPROVE AD scores, which I don't think AXON could. Also, if we can get a pipeline going, as coach suggests, we could potentially be in a great position. Imagine having a successful confirmatory phase 2 AD trial, and potentially a Fragile-X readout at the end of the year.
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