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Biotech / Medical : Immunomedics (IMMU) - moderated -- Ignore unavailable to you. Want to Upgrade?

To: sukit who wrote (62688)	7/18/2024 9:09:53 PM
From: allatwwk	2 Recommendations Recommended By diaperdaddy erippetoe Respond to of 63324

End of the day, moving on from Remi and his bride was the right thing to do. Either simufilam works and they'll need a leader who can negotiate the sale of the biz -- or it won't, at which point there's not a lot of reason for Cassava to to exist. In the former case, I wouldn't trust Remi to get it right. In the latter case, it probably won't matter who the CEO is, the share price will be $1, give or take. its striking how many similarities there are to IMMU -- the husband and wife leadership forced out. Complete dependency on 1 drug. Each having their own fiasco. In IMMU's case, the drug worked and the only thing which mattered was having the right team to get a deal done. For me, if simufilam works, even modestly, and the side effects are minimal (an enormous advantage), the drug is worth $20-40 Billion. 40-80x where it is now. This is priced for a 5% chance of success. I like those odds. With Remi gone, the odds of getting a favorable deal go up a lot. All this said, my 'bet' on SAVA is tiny. I'm not going to lose ANY sleep on this.

To: sukit who wrote (62688)	7/21/2024 6:06:35 PM
From: ghettogoulash	3 Recommendations Recommended By erippetoe jhcimmu sukit Read Replies (1) \| Respond to of 63324

The Western blot "purporting to show Drug A's mechanism of action" served up as evidence against Dr. Wang has already been corroborated by independent researchers in France using state of the art TR-FRET assays. Nice job by the company getting that done last year. Here is a superb explanation of that experiment in layman's terms: reddit.com Moreover, cognition data generated from the 216 patient, Phase 2 Open Label Extension followed a proper Chain of Custody in which esteemed statistician Suzanne Hendrix not only analyzed, but essentially co-branded the 12, 18, and 24 month full data sets. She will be doing the same for Phase 3. From the 12 month data release: