I also liked his contrast and comparisons with BIIB and current market cap. He seemed very systematic and confident but also surprised at current market cap among the sector. He did a very good job in communicating and the teaser on the next announced trial.
Its probably parkinson's, stroke, or ALS. Alkon mentioned ALS in one of the more recent conferences as having approached them about helping sponsor sponsor a study. It could be a different type of Alzheimer's trial. Hopefully we will see this year