There are large unmet medical needs for the treatment of Alzheimer’s disease. The efficacy of treatments should improve, and combination therapies should be considered, whether or not they’re focused on the biology of aging. Additionally, side effects can be reduced, and further-advanced patient groups should be able to receive treatment as well. Over the past two years, four publicly listed companies have reported data that seem to indicate that the progression of Alzheimer’s disease can be stopped or reversed. This research report focused on their respective treatment candidates: BioVie’s NE3107, INmune Bio’s XPro, Cassava Sciences’ simufilam and Coya Therapeutics’s Coya 301. These companies share similar outspoken ambitions to stabilize or improve cognition in Alzheimer’s disease, and more than a few similarities between their mechanisms of action (MoA), onset and safety profile appear to exist. An analysis of the MoA rationale for the drug candidates from these different companies and an understanding of the value of biomarkers in AD may provide insights and validation of the new approaches, which we consider to have anti-inflammation and metabolic dysregulation as their common denominators.

07 Sep 2023
ALZHEIMER’S DISEASE STATE OF PLAY WITH FOCUS ON SIMILARITIES BETWEEN MECHANISMS OF ACTION OF NE3107, XPRO, SIMUFILAM AND COYA 301/302

Sign up for free to access
Get access to the latest equity research in real-time from 12 commissioned providers.
Get access to the latest equity research in real-time from 12 commissioned providers.
ALZHEIMER’S DISEASE STATE OF PLAY WITH FOCUS ON SIMILARITIES BETWEEN MECHANISMS OF ACTION OF NE3107, XPRO, SIMUFILAM AND COYA 301/302
Athira Pharma, Inc. (ATHA:NAS), 0 | BioVie Inc (BIVI:NYSE), 0 | BioVie Inc. Class A (BIVI:NAS), 0 | Cassava Sciences Inc (SAVA:NYSE), 0 | Coya Therapeutics, Inc. (COYA:NAS), 0 | Inmune Bio Inc (INMB:NYSE), 0
- Published:
07 Sep 2023 -
Author:
Ari Zoldan | Carl Kestens -
Pages:
95 -
There are large unmet medical needs for the treatment of Alzheimer’s disease. The efficacy of treatments should improve, and combination therapies should be considered, whether or not they’re focused on the biology of aging. Additionally, side effects can be reduced, and further-advanced patient groups should be able to receive treatment as well. Over the past two years, four publicly listed companies have reported data that seem to indicate that the progression of Alzheimer’s disease can be stopped or reversed. This research report focused on their respective treatment candidates: BioVie’s NE3107, INmune Bio’s XPro, Cassava Sciences’ simufilam and Coya Therapeutics’s Coya 301. These companies share similar outspoken ambitions to stabilize or improve cognition in Alzheimer’s disease, and more than a few similarities between their mechanisms of action (MoA), onset and safety profile appear to exist. An analysis of the MoA rationale for the drug candidates from these different companies and an understanding of the value of biomarkers in AD may provide insights and validation of the new approaches, which we consider to have anti-inflammation and metabolic dysregulation as their common denominators.