Jan. 25 at 10:26 PM
$ACIU I am slowly building up position here after considerable studies the past few days.
In summary: To have 500x higher levels in the CSF compared to placebo is effectively unheard of in this field. It suggests they have solved the "delivery problem" that plagues passive antibodies. If the drug fails now, it won't be because it didn't get to the crime scene; it will be because the mechanism itself is flawed (which the NfL data suggests is unlikely).
In addition, the clinical and scientific board they assembled essentially wrote the clinical trials book, which I should imagine ensures they don’t make the same mistakes that Roche did.
I am at only 3K shares now. My target is to slowly walk it up to 10K. Hopefully the bus doesn’t leave the station by the time I get there. ☺️
Reasonably BULLISH!!