One of the assumptions that has quietly shaped Alzheimer’s drug development is that disease progression remains primarily driven by the same biological process from beginning to end. That is an understandable assumption. If amyloid accumulation initiates pathology, then continued amyloid accumulation should continue to drive disease. Remove the amyloid and the disease should slow or […]
Reconsidering Alzheimer’s Disease
Part I: Have We Been Asking the Wrong Question About Amyloid? Executive Summary Few therapeutic areas have consumed as much capital or generated as much frustration as Alzheimer’s disease. Over the past three decades, the field has largely been defined by one question: Is amyloid the correct target? Clinical failures reinforced skepticism, while recent approvals […]
June 24th Biotech Update
I wanted to come back to ABVX today as I think the simple explanation that “ABVX is down because investors are worried about cancer” is incomplete. That was true on June 2. It is less true today. The stock is currently in the awkward period that often follows a major biotech event where everyone has […]
June 5th Biotech Update
As I noted at the beginning of the week, I generally think that the initial reaction to ABVX’s maintenance data was that investors were missing the forest for the trees. The efficacy package looked exceptional, arguably among the strongest ever generated by a novel oral ulcerative colitis therapy, yet the market chose to focus almost […]
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