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News Focus
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mike_dotcom

09/09/25 7:52 AM

#499841 RE: hnbadger1 #499840

And the bid just ticked down to 9.33. Oh boy!
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ExtremelyBullishZig

09/09/25 7:57 AM

#499843 RE: hnbadger1 #499840

It is a shame. They can slow down the decline but the patients won't be able to do anything with their newfound youth since the regular activities of daily living are not being addressed through a2-73. "Oh I can remember things, but I cannot cook or wipe my own butt.
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Doc328

09/09/25 9:17 AM

#499854 RE: hnbadger1 #499840

Missling is the best Texas sharpshooter... I can see him now in his cowboy hat with a gun and bucket of paint. Maybe his hat says p-hack on it.
1. Use GWAS to find a poorly characterized gene best associated with a good outcome (COL24A), then reanalyze the data and say patients with this gene do better.
2. Write a PR as though prodromal is normal aging. Prodromal is CDR-G 0.5 (clearly spelt out in reference 3 of the PR). This is commonly referred to Mild cognitive impairment, not normal aging. In the 2b/3, 65% of the treated patients in the 2b/3 were CDR-G of 0.5 and in the placebo group 57% were 0.5 (just part of the mismatch that placed slightly more advanced patients that don't progress much in the treated group vs placebo). Surprise, a subset of group A that is mostly comprised of subgroup B behaves similarly to subgroup B. How did "Cognitive outcomes observed in the oral blarcamesine 30 mg Precision Medicine cohort move toward normal aging profiles" get past the lawyers
3. So are we combining 30 mg and 50 mg or what -- in order to get the MMRM LSM to be significant (for the primary endpoint that did not sort out genes), Missling needed to combine the 30 and 50 mg and handwaved that they were actually the same as few patients actually stayed on 50 mg. Now we are separating out 30 and 50 mg --- did this additional data worsen the p?

Classic Missling.


Reference 3 of PR: https://www.sciencedirect.com/science/article/pii/S2274580724003844 "clinically defined prodromal populations (CDR-GS = 0.5)"
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rx7171

09/09/25 10:51 AM

#499869 RE: hnbadger1 #499840

I like that this was the 30mg cohort which should have less of the side effects than the 50mg group.
No need for pushing the tutatiin schedule to the max tolerability.
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found_it2

09/09/25 11:08 AM

#499870 RE: hnbadger1 #499840

As I posted months ago, that live quote from Cramer talking about his opinion of AVXL on Squawk on the Street (or whatever show it was), that line that will forever stand out for me as our successful milestone:

"The one with a pill wins"
Bullish
Bullish