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Jonjones325

06/08/21 5:25 PM

#313531 RE: Steady_T #313529

I hope your right. It may take a few days to set it.

The analyst coverage we’ll get from the ones waiting for this data will help. They will also have to justify their SAVA targets.

Meaning we should get higher ones considering everything you pointed out.
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xodcode

06/08/21 5:32 PM

#313534 RE: Steady_T #313529

Very well stated.

(Couldn't agree more!)
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tredenwater2

06/09/21 10:35 AM

#313631 RE: Steady_T #313529

Great post Steady, spot on!
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RedShoulder

06/13/21 1:14 PM

#314241 RE: Steady_T #313529

Best post of the week IMO.

I think you underestimate the effect of validation of the MOA in a placebo controlled trial.

That gets many of the fence sitters off the fence.

Remember that as of now there is still no substantial data from a placebo controlled trial released. That gives skeptics plenty of room to be skeptical. That whole 99% failure rate thing is still in play.

Our MOA is novel, way out of the main stream, and as the Amyloid Plaque debacle has shown, being out of the mainstream has a high cost.

The first controlled trial that shows positive results will do a lot to show that 2-73 works. The second controlled trial in a different indication will show the generalized upstream applicability of 2-73. That will be the real game changer.

People will then realize that not only does 2-73 work, it works in a way that is applicable to many CNS indications. And, now we are seeing some evidence that it can work in non-CNS indications also.

There is a technical term for that... blockbuster.



I'm looking for a breakout twice this month with the release of the Rett and PDD/PD data.

One potential additional block buster of news is that the secondary PD data in the PDD trial will show A2-73 Blarcamesine is an effective treatment for PD.

A very possible 3rd PR this month would be the announcement that the Alzheimer Phase-2b/3 enrollment has completed, and that starts the 48 week clock to Alzheimer trial completion.

Missling has mentioned several times that the Alzheimer trial could very well be 'pivotal' for approval with good data, as expected per the ph-2 spectacular results. That might help take the monkey off the FDA for the Biogen sham approval on weak data not showing any significant cognitive improvement, whereas the Anavex Ph-2 trial showed very significant cognitive improvement.

Only 13 trading days left in this month/quarter for the news releases Missling promised for this month/quarter. I'm expecting the next PR being released next week to kick off the run up.

I'm looking for a +$20 range, or more, by the end of this month. We shall see very soon if that is correct.