I've always believed that Blarcamesine's run time won't be as long as Aricept's because the rate at which drug development is speeding up. Years of Alzheimer's research is now manifesting in all sorts of potential treatments that show early-stage efficacy. The integration of precision medicine and AI will only make drug trial development easier, cheaper and faster. This is a good thing. A drug should not remain at the top of the mountain if there are better alternatives.
It's possible that beta amyloid is the correct path to pursue, but science hasn't yet figured it out. It's also possible and given the 99.6% failure rate more probable that there's more to Alzheimer's than removing plaque and unfolding proteins. This is why I invested in Anavex. It's attempting a new path and if successful will have first-mover advantage when it comes to Sigma-1 patents.
I also think this is part of the reason for not releasing data yet. Dr. Missling is building a fortress around Sigma-1 research and I wouldn't be surprised if we hear about another patent approval soon (alongside peer-review). Of course I cannot prove my theory, but neither can those who claim the data release delay is due to specious data and corporate fraud.
And for the record, there's no delay. Dr. Missling never told us that more data will be available in H1'23. That was just the assumption a few message board posters assumed to be true. He's missed deadlines in the past before, but not this time. For all we know the only data we'll receive before an NDA is filed is what was released at CTAD, and that's perfectly fine with me. The top-line data was good enough to move forward with either approval or a P3 trial. That's called progress.
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