ProMIS Neurosciences Inc PMN

Any hope?

[Ardbeg]

I'm down 88% :(

[Gbathat]

This is my opinion and not investment advice (I'm down 60% after averaging down a bit). I remain hopeful about the technical (scientific) outlook for PMN310. Based on pre-clinical data, it looks like it should be an effective and more selective product than anything out there currently, including ACU193 from Acumen ($ABOS). The business side for PMN, however, has been challenging and

[Ardbeg]

Thanks for taking the time to respond

[G1945V]

"I remain hopeful about the technical (scientific) outlook for PMN310. Based on pre-clinical data, it looks like it should be an effective and more selective product than anything out there currently, including ACU193 from Acumen ($ABOS)." But what data do we have thus far that selectivity would make any difference? G1945V

[Gbathat]

If you review the AAIC poster, available at: https://d1io3yog0oux5.cloudfront.net/_f444b23cf4fc6297ab91dfdf03041ca0/promisneurosciences/db/1004/8793/pdf/2023+AAIC+PMN310+poster.pdf Figures 4 and 5 show the selectivity story. Figure 4 is binding to target in presence of monomer (no plaque presence) Figure 5 assesses binding to plaque, which is thought to be the driver of ARIA-E.  

[G1945V]

My point is that PMN310 shows its selective binding to oligomers, not monomers pre-clinical still needs to be proven in humans. We're not there yet. And even if it does will it be more beneficial to fight an AD brain? Just playing with the devil's advocate. jmo G1945V

[Gbathat]

Yes, the final proof will be in the clinic. Hopefully the Phase 1b data has low or no ARIA-E.  That would be huge. The hypothesis is already supported by the clinical data from competitors to date.  PRX data should provide more support.  PRX appears to be impacted by monomer competition and shows significant plaque binding.  So I would expect less benefit from PRX and