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 […]
Category: Alzheimer’s Disease
Biogen drops on shaky BAN2401 data!
Today I break down Alzheimer’s disease and the latest Biogen Phase 2 trial results. *This is not investment advice*
Prothena – Celgene Collaboration!
-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!
AXON – Mindset Trial Results
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 […]
Why I’m Shorting Axovant
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 […]
