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Message: Re: Transcript RVX_191031_AGM
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Nov 01, 2019 08:51AM
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Nov 01, 2019 10:02AM

Biogen's market cap is still not back to where it was prior to announcing the "failure"....but it is starting to get close to that level.  Their market cap is not solely dependent on aducanumab, however, so comparisons get difficult

The dementia discussion gets highly technical fast and I am not very good at communicating about it quickly or concisely.  Apabetalone appears to offer a unique approach, and I am cautiously optimistic about it.  There are some other players involved that have promising approaches as well.

We shall see.  I'm hopeful but not "over the top" about prospects.

 

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