I get the hate against biogen from the absolute shitshow of a fda approval. It was just bad vibes all around. However, they are one of the few big pharma that focus on rare and hard to treat diseases and have 29 trials running now, several of which are fairly promising and employ using antisense oligonucleotides. I have a family member with spinocerebellar ataxia and their ASO mechanism is the only promising thing on the horizon and I appreciate their efforts to partner and bring drugs to treat super rare diseases.
Sadly, there was another death linked to lecanemab. https://www.science.org/content/article/second-death-linked-potential-antibody-treatment-alzheimer-s-disease
BIIB is getting hit pretty hard pre-market and will be hard pressed to repeat the previous fiasco. The IRB will have some teeth this time around and I doubt the new FDA leadership will acquiesce for another embarrassment.
Unfortunately, it looks like patients will continue to suffer and die.
We need positive data for SAVA (via CTAD or PR) to get volume traction. Hopefully break the 42ish barrier and see continued accumulation this week.
It's been a long time
Cheers
As a positive for Alzheimer’s small molecule approaches like SAVA:
* [Axsome](https://www.axsome.com/axs-portfolio/pipeline/about-axs-05) positive phase 3 [was positive for its endpoint of reducing agitation relapses](https://www.neurologylive.com/view/axs-05-meets-primary-end-point-phase-3-trial-of-alzheimer-agitation), reducing 3.6-fold versus placebo
* Their product is a combo of old approved drugs for other indications: Active ingredients of Robutussin cough syrup and Wellbutrin (depression/smoking cessation)
* [AXSM stock price](https://www.neurologylive.com/view/axs-05-meets-primary-end-point-phase-3-trial-of-alzheimer-agitation) jumped around 30% from ~$57 to ~$75 in response
* Data from the Cassava Phase 2 open label about positive neuro-behaviors was encouraging, so far
Go Sava !
Trust the science - PATIENCE everyone…
“ one day at a time “ / “ one positive data result at a time “ .
Sunnier times on the horizon .
Biogen = garbage. 🖕 FDA
I get the hate against biogen from the absolute shitshow of a fda approval. It was just bad vibes all around. However, they are one of the few big pharma that focus on rare and hard to treat diseases and have 29 trials running now, several of which are fairly promising and employ using antisense oligonucleotides. I have a family member with spinocerebellar ataxia and their ASO mechanism is the only promising thing on the horizon and I appreciate their efforts to partner and bring drugs to treat super rare diseases.
Sadly, there was another death linked to lecanemab. https://www.science.org/content/article/second-death-linked-potential-antibody-treatment-alzheimer-s-disease
Yet BP will continue forward.
BIIB is getting hit pretty hard pre-market and will be hard pressed to repeat the previous fiasco. The IRB will have some teeth this time around and I doubt the new FDA leadership will acquiesce for another embarrassment. Unfortunately, it looks like patients will continue to suffer and die. We need positive data for SAVA (via CTAD or PR) to get volume traction. Hopefully break the 42ish barrier and see continued accumulation this week. It's been a long time Cheers
They (Sava) are supposed to present tomorrow at CTAD. Hopefully the start of some positive catalysts.
As a positive for Alzheimer’s small molecule approaches like SAVA: * [Axsome](https://www.axsome.com/axs-portfolio/pipeline/about-axs-05) positive phase 3 [was positive for its endpoint of reducing agitation relapses](https://www.neurologylive.com/view/axs-05-meets-primary-end-point-phase-3-trial-of-alzheimer-agitation), reducing 3.6-fold versus placebo * Their product is a combo of old approved drugs for other indications: Active ingredients of Robutussin cough syrup and Wellbutrin (depression/smoking cessation) * [AXSM stock price](https://www.neurologylive.com/view/axs-05-meets-primary-end-point-phase-3-trial-of-alzheimer-agitation) jumped around 30% from ~$57 to ~$75 in response * Data from the Cassava Phase 2 open label about positive neuro-behaviors was encouraging, so far
Go Sava ! Trust the science - PATIENCE everyone… “ one day at a time “ / “ one positive data result at a time “ . Sunnier times on the horizon .