Replies to post #9198 on Biotech Values

[Aiming4]

Cortex...

Dew - I'm not answering for Gfp, but it is important to note that he has said the CX-717 Sleep Dep results are as close to a slam dunk as you can get - he did not say the upcoming results will be a slam dunk period.

IMHO the CX-717 results in primates were black and white. Other than outright fraud in the primate trials, CX-717 clearly and unarguably restored cognitive reasoning ability to primates who were 30 hours sleep deprived, and did so dramatically - actually enabling some of the primates to perform BETTER on the memory tests when 30 hours sleep deprived and dosed with CX-717 than when they were fully rested.

Given those results, to me the question then becomes: will these results translate to humans?

It seems highly intuitive to me that they will, and when I asked that question once on IHub I was given a pretty high percentage number as an estimate of whether the primate results could be expected to be repeated with humans.

I could not agree more that there are no slam dunks in biotech trials. Even a slam dunk in basketball is not a given, they clang off the rim every now and then (there was a missed dunk the other night, either the KY game or the WV game).

Safety with Amakines could certainly (as with any drug) become an issue down the road, but safety issues in the UK Sleep Dep trial, given its short duration and healthy subjects and the safety margin seen so far with CX-717 seems to me to have a very small percentage chance of causing problems.

So I ask in all earnestness, what realistic issues do you see that could reduce CX-717 in the UK Sleep Dep IIA trials from being close to a slam dunk?... Aiming4.

P.S. Notice that tonight Jim was also unwilling to say anything positive about Cortex or its management, which strikes me as strange for someone who has stated they have a large investment in the company. He also has invested a very large sum (large for me anyway, perhaps not for him) while apparently having limited interest in the actual science of Ampakines. Again puzzling behavior. None of the above negates the possible validity of any of his constant negative comments about management and compensation, but it certainly raises a red flag as to his motives IMHO.