2025 will be the year, page-91

https://www.edisongroup.com/edison-tv/actinogen-medical-actinogen-medical-executive-interview/BM-1106/

So much to like about Actinogen at the moment. This video is just so impressive from a corporate and investor perspective. To have a CEO motivated to commercialise their product as Gourlay is, to put their own money behind the cause and to have a such a strong focus on marketing and partnerships is encouraging, to say the least.

Once again Actinogen management are clearly of the mindset, following recent MDD results, that the cortisol hypothesis is now proven. That Xanamem gets into a patients brain and reduces cortisol, producing brain modifying behaviour and improvement in their neurological disorder over the long term. That the 10mg dose they are giving patients works. And morever that the primary endpoints in the current and ongoing Xanamem Trial for Alzeihmers disease have been met on prior occasions, in the 400 patient strong contigent previously dosed with the drug.

So in addition to forthcoming peer reviews there are indeed many more potential catalysts for ACW in 2025. The recent J&J Intra cellular acquisition has highlighted the clear and present interest from BP in all those treating neurological disorders. Whilst the $14.6 US billion price tag was big, keep in mind schizophenia and bipolar are only part of the equation when it comes to this burgeoing neurological market sector. Actinogens small molecule, of which according to Gourlay there is no compare (see video above), could well prove not only the Holy Grail for those burdened by dementia in years to come, but a safe and effective anti depressant for many. It goes without saying both dementia and depression are forecast to impact the lives of millions and millions of individuals in the future, rendering peak sales for those successful in ttreating these conditions billions and billions of US dollars each year. As Gourlay insinuates in this Edison Group interview, those wishing to participate in Actinogens future growth and development may have to pay a lot more to do so, as each month in 2025 progresses toward the interim results of their Xanamia 2b/3 trial for Alzeihmers patients, gazetted for later this year.

Having watched this video I am extremely bullish on Actinogens prospects. Being someone who has followed and researched the stock for some time I believe the companys management compliments the unique science on offer, through the professional expedition of clinical trials in conjuction with their strong and rapid push toward commercialisation. As Gourlay notes, their primary goal is to get Xanamem in as many patients as they can, as soon as they can. If solid partnersips with leading players can fast track this process, then that’s the path they shall seek to deliver for shareholders.

I like it. I like it for 10 main reasons:

Experienced and invested management - tick

Confirmation via peer reviews - tick

A strong safety profile - tick

Massive market segment interest - tick

Positive FDA interaction - tick

Ongoing partnership discussions - tick

Proof of concept with respect to the brain cortisol hypothesis - tick

A huge unmet need - tick

Inferior existing treatment (i.e., amyloids/side effects/brain swelling) - tick

Its simplicity i.e., a once a day tablet - tick

For those searching for negatives, as many often do, there are always plenty on offer when it comes to biotech stocks. Incidentally I myself don't really need a full blown analysis on all the things that could go wrong and on how bad some perceive the management to be and on how other drugs are so much more advanced (in short I'm not interested). Of course my analysis could be all wrong. The drug may never commercialised, management may let the side down and 2.7 cents could evaporate over time. Who knows, none of us can predict the future. The biotech market sector possesses a litany of failures, with high risk high return being the name of the game. Don’t invest without doing extensive market research.

All I can say is that having performed extensive research I believe Actinogen (ACW - ASX) has much on offer in 2025 for both patients and investors alike. The upside is mind boggling if they can crack the AD code. Literally telephone numbers for anyone with decent skin in the game. From a balanced investment perspective it may not be everyone’s cup of tea. But it is mine.

DYOR Opinions only