You stated "I just think it became less likely with this poster."
Did you figure in the fact that evidence for current SOC=0 now that the plaque attackers have been outed?
Underlying Pathologies of Alzheimer’s Disease in Patients Treated for More Than Two Years MARCH 16, 2022 • INVESTOR RELATIONS ADUHELM continued to reduce two key Alzheimer’s disease pathologies, amyloid beta plaques and p-tau181, in patients treated for up to two and a half years Data from both Phase 3 studies also show that clinical decline was reduced in participants who had plasma p-tau181 reduction at 78 weeks These data further inform the scientific evidence for amyloid as a surrogate biomarker and the importance of continuation of treatment
Thanks for your “glass half empty “ thoughts on the poster. Because as we know, the FDA has dozens of very promising AD candidates lined up. Especially all those Amyloid prospects.
I'm missing why you think the odds of an AA and P4 became lower.
We know that the FDA likes biochemical data. This seems to provide a lot of that. The activation of so many genes after dosing with 2-73 seems to provide MAJOR support for the MOA of 2-73. To me one of the weaknesses of the 2-73 story is what is the basis of the MOA. This data provides a solid basis for how 2-73 generates the results it seems to do.
I think the odds of an AA are not high in part because of the fiasco with Aduhelm. Even so I think the odds have improved rather than decreased.