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nidan7500

02/25/24 4:43 PM

#452732 RE: WilliamMunny #452730

I think the significance of this is that it appears to be the first presentation on the data and biometrics from the 2b/3 trial to a European audience, and that it is being done by Timo Grimmer. It comes at a time when an SAG for the EMA is being called to give its opinion on Lecanemab to the Agency, which appears to be deadlocked on the issue (or at least looking for cover). It is also being delivered by an extremely respected Alzheimer's expert on the continent, who seems to me to be taking a more aggressive stance on the advisability of near term approval for Blarcamesine than might have appeared to us a year ago in the company conference call or the MayoMobile interview. Aside from being naturally cautious at the outset, I might speculate that he was quite impressed by the biometrics available since then, in particular the slowing of brain shrinkage. The key here will be the reception he gets with his colleagues in Europe. I think it will be quite positive.

WilliamMunny......WELL DONE...THANK YOU.

Thank you for an excellent-insightful read of this situation. Please keep us tuned-informed on this very important event and proceedings. All your added thoughts are most welcome as well.

Jonjones325

02/25/24 8:07 PM

#452733 RE: WilliamMunny #452730

Good post. Let’s see what new data comes out of this conference.

Missling may have been holding back to release some at this conference and then the rest in the peer review.

Then announce our new European BP partner for the extra political influence.

Hope he’s playing the game. Up til now he hasn’t played nice. Now is probably the time to change that.

frrol

02/25/24 8:16 PM

#452734 RE: WilliamMunny #452730

Yes it's very likely going to be what has already been presented, and it's a very brief 15 minutes. We're primarily there for the European audience, to increase awareness ahead of our EMA application. It's nice to see.

powerwalker

02/26/24 7:43 AM

#452748 RE: WilliamMunny #452730

William and plex, is this a conference that MobileMayo might attend? If he is able and does, it might mean he thinks he might get new insight, especially if he is able to speak with Dr. Grimmer afterwards.
Bullish
Bullish