另外以SAVA目前的market cap来看，只能被称为microsmall cap。如果他们的药物对于缓解AD有效的话，他们的market cap也会成长壮大。大家可以查一下Biogen公司在AD药物研发有了进展之后的股价走势。
This week's lead Barron's article is on the high cost of Alzheimer's disease on patients and families and BIIB's Alzheimer's treatment . The last paragraph about sums it up:
"The FDA's delay gives investors more time to decide how to play the aducanumab conundrum. Precedent suggests that Biogen will be disappointed, and that the stock will dive. But it's hard not to dismiss the signs that something is in store ".
Dr Peter Bach......"I think it would be a great pity to see the drug approved"
My thoughts: SAVA wins regardless of the June 7th FDA decision on aducanumab.....If it gets approved Simufilam wins because it has a superior efficacy and safety profile, and if aducanumab gets rejected Simufilam wins because now the entire $20 bil a year in estimated revenues for a best in class Alzheimer's treatment is open to SAVA.
Some Key Facts from the article:
1) Most patients only live 4-8 years after being diagnosed (similar to a death sentence)
2)Total Alzheimer's costs will rise from about $305 Bil currently to $1 TRILLION by 2050
3)Number of Alzheimer patients globally will triple by 2050 to........ *152 mil patients
Given the enormous and growing size of the global Alzheimer's market, there will be plenty of room for multiple players; especially for those that have a superior safety and efficacy profile, like SAVA's Sumifilam.
Long and strong