Amyloid’s false promise—no cognitive improvement and 40% brain swelling risk—can’t compete with Xanamem’s cortisol-driven approach, which showed measurable improvements in attention and working memory in older adults, with no brain swelling and a clean safety profile. BVF’s exit likely reflects fund rotation, not Xanamem’s potential. With the 100-patient milestone announcement expected soon and interim Phase 2b data on the horizon, ACW’s real value will shine once short-term trading noise fades.
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