why i am bullish on Xanamen, page-3

If your looking for bang for buck in the bio space right here and right now and through 2015 this little beauty ACW is the 1. The brain drug boom starting to fire up will set ACW up to be a star performer in 2015 and beyond as we already see starting to take shape here with buying starting to overwhelm the sellers who are thinning out . As many have stated this is tightly held with the top 10 holding approximately 50% and the top 20 approximately 70%. I believe these tight top 20 holders aren't going to be letting go of theirs anytime soon with trial results due midyear which should have a nice run up towards them. Following on a move into phs2 trials will get the wider market interested with institutions taking a look as i believe this has a 100 mill market cap target as we approach trial results giving fund managers the opportunity then to have a good look. Interest out of the US is something to look out for as well with the company having presented there already. Recent addition of Bill Ketelbey to the board after over 30 years experience in pharmas but more importantly senior roles with Pfizer including the development of Aricept the current leading Alzheimer's treatment an acetylcholinesterase inhibitor. He has stated he is excited and passionate about leading ACW in what could be a historical new approach to treating Alzheimer's.

With 25 mill spent on early development by the Wellcome Trust and phs1 study fully funded we should possibly see a very decent run up until any raising is needed to fund a phs2 study in 2016. Mid 2015 is the key here as anticipation builds. Alzheimer's is a crippling disease that cost the healthcare system 250 billion in 2013 and expected to grow to 1 trillion by 2050. With current treatments not having much benefit for sufferers new approaches are needed and Xanamem could just be a multi billion dollar drug. Major pharma and in particular Pfizer will be watching like a hawk i believe with Aricept being the lead treatment and with their former Bill Ketelbey leading the way at ACW. Interesting 4 months ahead of us leading into results.

With a rapidly ageing population leading to an increase in Alzheimer's sufferers the development of an Alzheimer's treatment that has serious benefits to its patients could see a massive takeover or buy out. Not only is Xanamem a potential chance to do this in the Alzheimers space but also in other diseases down the track through its mechanism of blocking cortisol production through the inhibition of the HSD1 enzyme. This is possible in diseases of the central nervous system and endocrine/metabolic systems. Potential opportunities may open up in cognitive dysfunction in schizophrenia, cognitive dysfunction in depression, type 2 diabetes, obesity, cardiovascular disease and neuroprotection in metabolic disease. All massive markets with Alzheimers the lead for ACW that could open numerous doors into multi billion markets.

The market is awakening to the potential here and the risk versus reward play here is starting to pop up on many radars as upside potential is massive as the Alzheimer's space has an unmet need with 100s of billions spent on it in the healthcare system yearly. ACW may just have the potential to break into this market but also finally help sufferers and their families and carers who also suffer the toll with effects on memory, language and behavioural leading to a very difficult position for both sufferers and families.