LMTM Trial results, page-2

Among the other failures this week is Anavex with a concommittant precipitous drop in share price as Lincoln Park uses the ATM and shareholders run for the hills. In my opinion, there is the likelihood that there are safety concerns with 2-73.

Another interesting story this week is around Alzheon, who 8 years after reporting failure in their trial of ALZ-801, said they are going to start a Phase 3 due to post-hoc findings in ADAScogs in an ApoE4 subgroup. While in my opinion, the subgroup findings indicate the effect may not be sustainable over the long run (p value increase from 65 to 78 weeks) it is still an interesting case to look at.

This goes to show you that sometimes it isn't over when it seems to be. John Hardy said the two take aways this week from AAIC are 1) Rudy Tanzi's first of a kind innovative model and 2) the role of the immune system in AD. Dr. Tanzi's model was the hit of the conference with very favorable commentary.