AAIC
Arlington Asset Investment Corp.
stock NYSE

I'm beginning to agree with you that the obscurity of this company and its findings might be the cause of its low valuation. Interesting that in the AAIC poster they note that they see decreases in tau and neurogranin, but not AB; my understanding is that AB reduction has been the key surrogate endpoint in the past? Still, complete stabilisation for a subset is like running a 3 minute mile.

Apologies, I should have been more clear about my source for the indicative cognitive effect. That specific comment is verbal overlay provided by the CEO in two follow-up interviews held today where he expanded upon the results that were posted last week. In the press release they're more careful in their phrasing, basically saying that they "see an apparent dose-dependent positive trend". In the interviews, he clarifies that this dose-dependent positive trend was in fact complete stabilisation for certain patients.
The interviews are unfortunately in Swedish, but I'll link them below including time stamps.
Interview 1 (2:30-3:40): https://www.alzinova.com/news/carnegie-interview-with-our-ceo/
Interview 2 (2:40-4:20):
https://www.alzinova.com/news/ceo-interview-by-redeye/
Regarding the biomarkers, at the moment we only have the first interim results from this spring, where they showed positive trends in all relevant CSF biomarkers. More granular data will unfortunately not available until the full study wrap-up, I'm afraid.
Link to the AAIC poster where this was covered: https://alz.confex.com/alz/2024/meetingapp.cgi/Paper/95440
I expect the full analysis from A1+B to be available in Q1 with more commentary, including biomarkers for part B. The full dataset from the phase 1b study (all legs) is expected for Q2'25.

I'm beginning to agree with you that the obscurity of this company and its findings might be the cause of its low valuation. Interesting that in the AAIC poster they note that they see decreases in tau and neurogranin, but not AB; my understanding is that AB reduction has been the key surrogate endpoint in the past? Still, complete stabilisation for a subset is like running a 3 minute mile.

Apologies, I should have been more clear about my source for the indicative cognitive effect. That specific comment is verbal overlay provided by the CEO in two follow-up interviews held today where he expanded upon the results that were posted last week. In the press release they're more careful in their phrasing, basically saying that they "see an apparent dose-dependent positive trend". In the interviews, he clarifies that this dose-dependent positive trend was in fact complete stabilisation for certain patients.
The interviews are unfortunately in Swedish, but I'll link them below including time stamps.
Interview 1 (2:30-3:40): https://www.alzinova.com/news/carnegie-interview-with-our-ceo/
Interview 2 (2:40-4:20):
https://www.alzinova.com/news/ceo-interview-by-redeye/
Regarding the biomarkers, at the moment we only have the first interim results from this spring, where they showed positive trends in all relevant CSF biomarkers. More granular data will unfortunately not available until the full study wrap-up, I'm afraid.
Link to the AAIC poster where this was covered: https://alz.confex.com/alz/2024/meetingapp.cgi/Paper/95440
I expect the full analysis from A1+B to be available in Q1 with more commentary, including biomarkers for part B. The full dataset from the phase 1b study (all legs) is expected for Q2'25.