Leuke post van het Yahoo SAVA forum. Dat stukje over het cleaven van Filamin A dat beter kan doordat Filamin A door Simufilam restored wordt is interessant. Die cleavage lijkt in meer pathways effect te hebben.
We gaan het meemaken.
Nogmaals dank, Lingus, voor het aansteken van dit vuurtje voor velen hier.
91% of phase III trials involving oral small molecules succeed. This % increases if you eliminate cancer trials.
- sava did a stock shelf registration in Feb 2020, anticipating price run-ups and now have the ability to sell shares without doing a secondary. They did a secondary last year, however. Selling from the shelf at this time of "rapid strategic momentum" (- Remi), is considered positive, by most.
- there are no significant side-effects of Simufilam
- phase three for an oral small molecule is the cheapest possible. Cassava has more than enough to complete phase III alone.
- phase three could take 5 yrs but is likely to be accelerated and/or to have conditional approval, possibly this year?
- improved biomarkers across the board, bbb improvement, cognitive improvement with no side-effects over a 28 day and 6 month period, for those with Alzheimer's is not only significant but has never been seen before.
- 2.2B market cap is nothing, BIIB received positive feedback on their drug and gained 20B in market cap. Their drug is nowhere near as effective, as well tolerated, and is not an orally administered pill.
- 9 people are left at Cassava but they once had many more and are hiring. Many biotechs cut research staff to focus on clinical trials, and outsource. Its just a reality that life saving treatments and cures are jeopardized when short sellers attack biotechs and drive their price to under one dollar, which makes it difficult to raise capital and employ more than bare minimum staff.
- Simufilam is Nobel prize level innovation.
- Simufilam is active against other neurodegenerative conditions, including epilepsy. Simufilam also targets FilaminA, which is a cytoskeletal protein whose c-terminal end is cleaved and functions in the nucleus, and transduction pathways. It could be used "off-label" for many diverse treatments. Couple this revenue market(s) with the Alzheimer's market and your head will explode.
- Cassava has many options for funding including partnering or being taken over. However, finding the right partner or deal is challenging. They wont give it away for free but public opinion is likely a concern for a suitor, who would likely scoff at a large pharma who would pay 1/2 of what Simufilam is worth.