Hey, Scott,
Many thanks for starting this thread. I thought about starting an AD/PD thread myself, but had only just started. You're far more qualified, anyhow. I'm glad one of my posts set up your "framework." Don't mind looking a little foolish in a good cause. Your points concerning hype versus the reality that the brain is too poorly understood for these early compounds to work are well taken and appreciated.
However, perhaps there is one area of early promise. Presumably, the spinal cord is a bit simpler. To my untrained eyes, the results of Nerve Growth Factors in repairing spinal cord injuries seem more likely to hold up than results in diseases of the brain. For example, BLSI's Inosine study:
bostonlifesciences.com
I believe a couple of other folks are attempting similar things, but I forget which companies.
In any case, wondering if drugs targeted at the spinal cord have more near term (years as opposed to decades) promise.
Since BLSI targets a number of CNS indications, it could be considered for the portfolio as well as any of the rest. But per your own statements, it almost sounds like the portfolio isn't worth doing for a decade or so. <g> That said, I no longer have a position in it, since the current investor focus is on the more dubious near term candidates for CNS diagnosis.
Cheers, Tuck |
