Replies to post #144148 on Biotech Values

[jbog]

Bapineuzumab data to be presented at meeting in October
The American Neurological Assocation's 2012 annual meeting schedule indicates Phase III study results of Bapineuzumab, produced by Elan (ELN), Johnson & Johnson (JNJ), Pfizer (PFE), will be presented on October 8. A spokeswoman for Johnson & Johnson confirmed to Bloomberg the Alzheimer’s drug results will be presented at the annual meeting being held from October 7-9. :thefly

[DewDiligence]

I think bapineuzumab works and will work in asymptomatic patients with AD pathology. the question is whether JnJ and PFE will continue to invest if the current trials fail. if not, my attention would turn to gantenerumab (roche) and crenezumab (Genentech) and maybe the merck bace molecule.

What about IVIG?

[mcbio]

1) treating to late. recent literature suggest that 70% of neurons are dead by the time a patient is diagnised with mild to moderate AD. By the way, same literature also says 45% of neurons are dead by the time a patient has MCI or prodromal: Aysmptomatic (like the genentech crenenzumab trial in columbia) is the way to go.

So, is the gantenerumab (Roche/MorphoSys) trial not testing in asymptomatic? If not, isn't that a bearish sign given your point here?