055 - Cassava Sciences' NOVEL mechanism for Alzheimer's

Cassava Sciences is a neuroscience company with a focus on Alzheimer's disease. Their lead compound, PTI-125, is able to bind to a scaffold protein that is critical in mediating the hyperphosphorylation of Tau by Aβ. The hope is that treatment of PTI-125 will reduce Tau hyperphosphorylation and prevent the negative effects associated with Alzheimer's disease.

In this video, I talk about Alzheimer's disease and how PTI-125 might play a role in helping patients. I talk about #SAVA and their latest Phase 2A trial with some predictions on their upcoming Phase 2B data (to be released soon). Then, I finish the video with a quick 2019 portfolio wrap up.

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Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast.

[morphos]

Hi! Nice video! Deep analysis, clearly delivered! Thanks! Good job!

[morphos]

Do you intend to make an update of this video on recent information by Cassava?

[josephbeaulieu]

Are you going to do a followup with the new data. I did take a position at 1.80 a share. did really well as a result. still holding till FDA approval.

[kuzgirls]

Ok, you suspected the secondary endpoint to fail. Yet 2B it met that secondary endpoint of cognition, however the primary endpoint failed because of variability of biomarkers. I (and many others) want to hear your thoughts on this. You have so much knowledge in the area of biomarkers.

[NullJaeger]

What do you think about CFRX? They are going through a phase 3 trial now for their Lysin antibiotics.

[jeffreyzeiberg]

Can you do another video on the recent presentation they made.

[MrRichardyc]

what do you think about IFRX? CCXI basically validated C5aR pathway plays a role in HS and other autoimmune diseases.

[shockcityrocker]

Still keeping an eye on ACST & their upcoming data release?

[robertchampy]

Hey man, you still watching this thing after all the drama?

[mikeekim]

IMO Anavex is a slightly less risky bet. Their drug is being investigated for treating Rett Syndrome, Parkinsons and Alzheimers. We shall see how the clinical trials continue to play out.