poster analysishttps://www.promisneurosciences.com/news-media/videos/videos/8756/aaic-2022-promis-poster-presentation-highlighting-oligomer
I reviewed the data and presentation for the AAIC poster: https://www.promisneurosciences.com/news-media/videos/videos/8756/aaic-2022-promis-poster-presentation-highlighting-oligomer
The data show that PMN310 is both more selective and has better binding than Aducanumab.
Lecanumab (BAN2401?) has very high (relative) binding affinity for oligomers, but it also binds strongly to monomers, which makes it more comparable to PMN310 when monomers are present.
Importantly, Lecanumab also has off target binding to plaque, causing ARIA-E, whereas PMN310 does not.
At a minimum, PMN310 will likely be able to be dosed higher to match the in vivo activity of Lecanumab, and I suspect it will be able to be dosed higher to exceed the performance of Lecanumab.
That is the pitch. The bench scale data support it. I think if most people understood these data, the stock would have rallied.
I'll be adding to my position going forward.
GLTA longs.