BioXcel (#BTAI) is a clinical-stage biotechnology company looking to commercialize neuroscience and oncology products developed with the help of their unique AI technology. I go through the data they have seen to date and upcoming catalysts that are likely to significantly affect the stock in the short term. As well, I touch on Cassava Sciences’ […]
Cassava Sciences is a neuroscience company with a focus on Alzheimer’s disease. Their lead compound, PTI-125, is able to bind to a scaffold protein that is critical in mediating the hyperphosphorylation of Tau by Aβ. The hope is that treatment of PTI-125 will reduce Tau hyperphosphorylation and prevent the negative effects associated with Alzheimer’s disease. […]
Biogen/Eisai to present updated subgroup analyses on their Phase 2 study looking at their Alzheimer’s medicine, BAN2401. This antibody binds to amyloid beta protofibrils, reducing plaques in the brain. In this video, I go through Biogen’s original data and talk about the problems parsing the Apoe E4+ patients. The options market is pricing in a […]
Today I break down Alzheimer’s disease and the latest Biogen Phase 2 trial results. *This is not investment advice*
-Celgene makes a strong bet on Prothena to develop antibodies against Tau, TDP-43 and a mystery protein No position today, but will update if there is one!
This morning, Axovant announced that Intepirdine failed to meet both primary objectives in the Mindset trial. The press release said, “After 24 weeks of treatment, change from baseline in cognition was non-significantly improved in the intepirdine arm versus the placebo arm (0.36 ADAS-Cog points; p-value = 0.22). In addition, there was essentially no difference between […]
The first company I’m going to dive into is Axovant Sciences Ltd. Results from their upcoming phase 3 clinical trial, called Mindset, will lead to a big move in the company’s stock. This trial is evaluating the effects of the 5-HT6 receptor antagonist, Intepirdine, in combination with Donepezil on Alzheimer’s Disease (AD). As of last […]