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runncoach

05/21/21 1:31 PM

#17185 RE: Battle Ready #17184

Yeah I'm out of it now but the market has demonstrated this year that ANY positive news whatsoever from an AD trial will double and triple market caps. The irony is some of these companies are holding on to data that doesn't really meet primary endpoints until they can claim something that likely won't meet FDA approvable expectations in the long run. Unfortunately we won't know our data for roughly 18 months, but what we have stacks up against any we have seen. Today's news was on 25 DAY data. Althira is the one I'm most intrigued by as their MOA does something bryostatin already does by increasing a single growth factor. SAVA's 9 month, non controlled data will be presented in July as well. Worth watching IMO.

runncoach

05/21/21 1:43 PM

#17186 RE: Battle Ready #17184

Lot of eyes on AD right now because of Biogen's date with the FDA on June 7. This article was out this morning talking about the situation.
https://www.investors.com/news/technology/biogen-stock-and-aducanumab-what-this-alzheimers-treatment-means-for-biotech-stocks/

Also mentions SAVA and Anavex. The irony is the Anavex CEO always uses the fire hose analogy that he includes in this article that was already in pre-press when this research came out from a group of Boston researchers regarding Sigma-1. https://www.massgeneral.org/news/press-release/Study-solves-mystery-of-how-amyloid-beta-a-key-player-in-Alzheimers-form-%20in-brain-nerve-cells

The irony is Missling may be right, their drug may work like a fire hydrant. The problem this new research shows it may be shooting gas on the fire instead of water and actually contributing to the problem. AD is complex and I sure hope that new research is wrong