May. 29 at 10:31 AM
$ANVS Big Pharma is playing a high-stakes game of chicken.
The multi-billion-dollar AD landscape is built on IV monoclonals like
$BIIB's Leqembi and
$LLY's Kisunla, which require heavy clinic infusions and carry black-box warnings for ARIA brain bleeding.
Buntanetap is an existential threat: an oral, once-daily pill that stops toxic proteins upstream, completely avoiding ARIA.
The Phase 2/3 data already proves it works. Isolating mild AD patients positive for the pTau217 biomarker showed massive statistical significance. The 15mg and 30mg daily doses delivered clear cognitive improvements on the ADAS-Cog11 scale, tracking a 2.79 and 3.32 point improvement respectively, compared to a flat 0.3 for placebo.
If Phase 3 hits on this pTau217 cohort, a buyout becomes a certainty. They will be forced to acquire it just to protect their market share from getting wiped out overnight.
Defensive acquisition?
