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blue finch

12/05/22 9:27 AM

#389009 RE: growingpain #389002

I also like the comments about overseas use of the drug
I was surprised by that comment and very pleased too

DoTheRightThing

12/05/22 9:33 AM

#389026 RE: growingpain #389002

Agree with all of this and also very disappointed. Years ago it was implied that Missling had this deep understanding of the fda and everyone was fully confident a large phase 3 wouldn't be needed. He mentioned he's "planning on" having conversations with the FDA, WTF!!! These convos should have happened years ago when he was designed the trial. Now we're going to have to wait another 5 years before Alzheimer's approval is on the table.

Admittedly I hadn't tuned in to many of their live presentations and just read about the company, but man Missling is a horrendous speaker. It doesn't help that he struggles with English. "uhhhh uhhhh uhhhh"... good lord is there anyone else at the company that could handle these calls?

All in all I'm no longer in denial why the stock sits where it is. If we happen to get anther pump in the ballpark of all time high, I'm out

Anshu2

12/05/22 9:35 AM

#389028 RE: growingpain #389002

Not surprised. I told you all — he will not give delta ADL endpoint — guaranteed. That’s who he is.

I think they are lying. ADL failed. They don’t have the guts to admit failure.

bas2020

12/05/22 9:35 AM

#389029 RE: growingpain #389002

That's a rubbish analysis. Blarcamesine produced an amazing trial that actually yielded IMPROVED patients! This will be approved at least in AU by next year!

blue finch

12/05/22 9:36 AM

#389031 RE: growingpain #389002

Please go and read the text for the conference call later when it's published

frrol

12/05/22 9:38 AM

#389035 RE: growingpain #389002

Some "nice to hear" was they're standing by the CTAD numbers. But Missling didn't explain the obvious and answerable questions like why the ADCS disclosure (unlike ADAS and CDR) was just the "odds ratio", why CDR and ADAS add up but ADCS doesn't, why no time graphs, etc. Also nice to hear is company's "aggressive" engagement effort with FDA.

Did anyone hear if we are getting a full TLR deck, or only that there will be a peer-reviewed paper sometime in future?