basically anything in the AD disease modification space is too early right now.
a) FDA has to decide on an endpoint - right now, still looks like ADAScog, which is not sensitive enough to test for executive function (milder AD patients)
b) side-effects from biologics , mABs like Wyeth's bap.
c)reimbursementproblems
d) Baxter IVIG seems to be good, but major supply issues.
e) Myriad's flurizan approval upcoming - likely to be neg. bad for sector.
f) Wyeth AD vaccine problems - side effects. spoke with investigator on trial, basically should be recruiting milder patients, or MCI patients, but .. cannot recruit 'healthy' patients at moment, as AD patients have to act like guinea pigs in trials to test for safety problems with these new meds.
g) correlation btn reduction in b-amyloid plaque and clinical improvement still premature.
i give it at least 4-5 years before the first one makes it to market.
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