Not my area especially, but if amyloid plaques are both an outcome of a dementia root cause and an accelerant, via inflammation, of the resulting dementia, then a mab that effectively addresses plaque could -- as Lilly claims -- slow cognitive decline by removing the inflammatory plaques. However, cognitive decline would always continue because the root cause has not been addressed.
Same analysis would apply to the non-mab sumifalim.
Lilly hit it out of the park in AD. Anavex is not going to be able to compete. Unannounced PDD data probably fell short, which leaves Rett syndrome to potentially save the day. An awful lot is hanging on knock-out Rett data. Let’s not forget that Neuren/Acadia has reported good Rett data, is well ahead in the clinic, and Acadia is better resourced for commercialization than Anavex. A scenario in which AVXL is cut to low single digits is not far fetched. I’m prepared to be patient to scoop up trading shares at much lower prices.
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