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Aug 8, 2021
general Analysis
[4 min Read]
ALRIGHT. This is the only $SAVA DD you'll need to read to understand what's going on with Alzheimer's research. I broke it up into 3 parts so your tiny attention spans would be able to read it over time. This is the first part, the part none of you think is necessary: Necessary Background Knowledge.
If you would like to learn more about Simufilam trials, you can find patient information and trial sites here.
Beta-amyloid is a sticky compound that accumulates in the brain, disrupting communication between brain cells and eventually killing them. Some researchers believe that flaws in the processes governing production, accumulation or disposal of beta-amyloid are the primary cause of Alzheimer's. This theory is called “the amyloid hypothesis.” [source] Amyloid plaques are hard, insoluble accumulations of beta-amyloid proteins that clump together between the nerve cells (neurons) in the brains of Alzheimer's disease patients. [source]
Aducanumab (Biogen) and Donanemab (Eli Lilly) are monoclonal antibodies that target beta-amyloid in soluble and insoluble form. These drugs seek to remove amyloid plaques from the brain. Unfortunately, while they have been shown to reduce amyloid from the brain, they have not been shown to improve cognition. Both drugs are administered via IV infusion. [source]
Tau tangles, another hallmark of Alzheimer's, are insoluble twisted fibers found inside the brain's cells. These tangles consist primarily of a protein called tau. In Alzheimer's disease, the tau protein is abnormal and misfolded.
Cassava Sciences (SAVA) is a clinical stage pharmaceutical company. Its mission is to develop a treatment and diagnostic for Alzheimer's disease.
Simufilam is a proprietary, small molecule oral (pill) drug that restores the normal shape and function of altered Filamin A (FLNA), a scaffolding protein, in the brain. Altered FLNA in the brain disrupts the normal function of neurons, leading to Alzheimer's pathology, neurodegeneration and neuroinflammation. Importantly, Simufilam does not attempt to target amyloid-beta and remove it from the brain. Simufilam is protected by patents running till 2037.
SavaDx is an investigational blood test to detect Alzheimer's disease. SavaDX is protected by trade secrets.
A sneak peek into tomorrow's DD
I believe Simufilam has the potential to be one of the best selling drugs in pharmaceutical history. Stay tuned for the next DD!
Positions: 3954 SAVA, $10c 01/21/22, $20c 01/21/22, $45c 01/21/22, $22.5c 01/20/23
If you would like to learn more about Simufilam trials, you can find patient information and trial sites here.