Don't even remember your own post on RGS where you didn't know it was CDI and hence the market cap 8x higher.
Just pointing out that it is indicative of the depth your analysis is and encouragement to help improve the discourse rather than the thread getting filled with effluent
This is ground breaking stuff as xanmem is potentially a DMARD for cognition.
Full details haven't been released but uptake studies show probably only 50% inhibition at the 10mg dose and 85% at the 20mg dose. Half life is in the order of 12 hours so miss a dose of the 10mg and by the time you take another dose there will be almost no cortical inhibition.
You may also need a certain percentage of inhibition to hit critical mass effect if the there is some efflux that is being overcome and could explain the lack of efficacy in the Xanadu study.
If they can replicate this for the 30mg cohort and then combine the cohorts for more statistical power and continue with the current safety profile then this will go ballistic.
They would probably raise more capital somewhere along the line as they need to raise more money for more trials and also puts them in stronger bargaining position when negotiating with big pharma.
Longer trial required at higher doses which will be more expensive to run but if we got this cognition result in an AD population it would probably be enough for approval because there are
Australian government indication for aricept changed post approval to include if clinician and patients family thought there was clinically meaningful response to the drug.
Very little efficacy is required to be approved and this is potentially a DMARD.
ACW Price at posting:
4.2¢ Sentiment: Hold Disclosure: Held
