Good comments. I have spoken to IR a few times regarding these very topics.
IMHO, we are in for a very pleasant surprise with Rett. I believe it will be approved prior to US AD later this year or early next. NFW, would they not fast track a clinical trial otherwise. I believe they will use the safety data, OLE and RWE as basis. Follow that up a soft confirmatory P4. It would be criminal to not approve because of an outlier placebo. I recommended Kaufman lose his job after the results were made public in January.
Parkinson’s is a mystery to me. Gotta believe they were expecting far earlier blarcamesine approval for RS and AD so to fund a Parkinson’s P3. This just screams of missteps with RS and AD.
Good news. We are very close and IMO a critical mass of great news is coming in 2H24. That news will propel the stock price much further.
If you believe in the science, it’s mind boggling what the SP and MC willl be in the next few years.
Patience and best to all longs
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