New video just out on youtube for the presentation that Bill gave at the recent Sachs Neuroscience Innovation Forum (link below).
He seemed a bit rusty, but generally a good preso.
Couple of key points I took out of it....
- the final DSMB safety analysis will be “in a month or two” - confident that the efficacy design is appropriate based on the first DSMB analysis - full results reading out in “May/June” - they’ve been approached by others for additional indications using xanamem - current target market for mild Alzheimer’s is US$7.5B based on 1.5m patients. Bill alludes to the upside if you include Prodromol and At Risk markets which have numbers of 4m and 25m, respectively. Even penetrating only 10% of those markets would be massive given that there are almost 20 times more potential users than mild AD.
ACW Price at posting:
5.6¢ Sentiment: Buy Disclosure: Held
