Jul. 15 at 4:09 PM
$ABOS : Acumen Pharmaceuticals (NASDAQ: ABOS) announced a strategic deal with JCR Pharma today, to enhance brain delivery of its Alzheimer’s drug sabirnetug using J-Brain Cargo tech, with up to
$555M in milestones and royalties. Sabirnetug, targeting toxic Aβ oligomers, is in Phase 2 (ALTITUDE-AD, enrolled March 2025, topline data late 2026) with low ARIA (7% in Phase 1) and strong target engagement. The deal addresses blood brain barrier, BBB limitations (only ~1% penetration for mAbs), de-risks pipeline, expands to next-gen variants, and provides non-dilutive funding amid
$198M cash runway to 2027. Far from low confidence, it signals high belief in sabirnetug’s potential, strategic enhancement for better efficacy/safety in the
$15B Alzheimer’s disease, AD market. Long ABOS. Not investment advice. #biotech #stocks #healthcare