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24,923,161 Views | 233711 Replies | Last: 28 min ago by Buck Compton
confucius_ag
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AG
aggies4life said:

Those who didn't sell pltr - what price you planning to get out?

Also - who is jumping on pypl before earnings later today?
This is one I don't plan on selling unless something materially changes.
I will keep my core holdings in shares and trade options.
Heineken-Ashi
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Chef Elko said:

Sooo money flowing from T bills are going to the 10 year?
$9T to auction off in 2024. 30yr tomorrow.

If bond prices keep moving up and rates down, that's heavy heavy demand for safety and not a good sign for the economy.
confucius_ag
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AG
Inflation is coming back. I am seeing it in ocean freight rates.
IMO that equals no cuts in June by the FED. The wild card is the election.
Heineken-Ashi
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Stopped on Q's. Overlapping action = I get out. Still think it goes higher though.
E
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AG
aggies4life said:

Those who didn't sell pltr - what price you planning to get out?



+1 on this. Averaged in at $15.80 and plan to hold.
Spoony Love
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AG
Still hadn't dropped SPY but will in the next 30 if we don't see a push above daily high. Diminishing returns to hold if it doesn't
Heineken-Ashi
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Waiting on the fat cats on wall street again to digest lunch and log back in. They love these consolidations post-lunch.
El_duderino
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UNFI at the $16.50 supply zone it hit in December from what I can tell.

Got in on MARA earlier right around $17
ProgN
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Spoony Love said:

Still hadn't dropped SPY but will in the next 30 if we don't see a push above daily high. Diminishing returns to hold if it doesn't
ProgN
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No Decline in Cognition Scores in Patients with Mild Alzheimer's Disease Who Received Simufilam Continuously For 24 Months | Cassava Sciences, Inc.
Quote:

AUSTIN, Texas, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA), a biotechnology company, today reported top-line results of a two-year clinical safety study of simufilam, an investigational oral drug for the proposed treatment of Alzheimer's disease dementia. The study enrolled over 200 patients with mild to moderate Alzheimer's and consisted of two open-label treatment phases and a randomized, placebo-controlled withdrawal phase. Average changes in ADAS-Cog scores, baseline to month 24, indicate the following:

Patients with mild Alzheimer's disease who received simufilam treatment continuously for two years (n=47) had no decline in ADAS-Cog scores ( 1.51 SE) as a group.

Patients with mild Alzheimer's who received simufilam treatment non-continuously (n=40) declined 1 point on ADAS-Cog ( 1.65 SE) as a group. Non-continuous treatment consisted of one year on open-
label drug, six months on placebo and six months back on open-label drug.

In patients with mild Alzheimer's, the largest separation between the continuous and non-continuous treatment groups occurred at the end of the 6-month randomized, placebo-controlled withdrawal phase.

Patients with moderate Alzheimer's who received simufilam treatment continuously for two years (n=32) declined 11.05 points on ADAS-Cog ( 1.91 SE) as a group.

"We're fighting Alzheimer's disease by testing simufilam, a new type of drug that has a completely different mechanism of action from monoclonal antibody drug treatments," said Remi Barbier, President & CEO. "Stable ADAS-Cog scores over 2 years is clearly a desirable clinical outcome in Alzheimer's. Our data in mild patients may emphasize the importance of treating patients early in the disease."
confucius_ag
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AG
ProgN said:

No Decline in Cognition Scores in Patients with Mild Alzheimer's Disease Who Received Simufilam Continuously For 24 Months | Cassava Sciences, Inc.
Quote:

AUSTIN, Texas, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA), a biotechnology company, today reported top-line results of a two-year clinical safety study of simufilam, an investigational oral drug for the proposed treatment of Alzheimer's disease dementia. The study enrolled over 200 patients with mild to moderate Alzheimer's and consisted of two open-label treatment phases and a randomized, placebo-controlled withdrawal phase. Average changes in ADAS-Cog scores, baseline to month 24, indicate the following:

Patients with mild Alzheimer's disease who received simufilam treatment continuously for two years (n=47) had no decline in ADAS-Cog scores ( 1.51 SE) as a group.

Patients with mild Alzheimer's who received simufilam treatment non-continuously (n=40) declined 1 point on ADAS-Cog ( 1.65 SE) as a group. Non-continuous treatment consisted of one year on open-
label drug, six months on placebo and six months back on open-label drug.

In patients with mild Alzheimer's, the largest separation between the continuous and non-continuous treatment groups occurred at the end of the 6-month randomized, placebo-controlled withdrawal phase.

Patients with moderate Alzheimer's who received simufilam treatment continuously for two years (n=32) declined 11.05 points on ADAS-Cog ( 1.91 SE) as a group.

"We're fighting Alzheimer's disease by testing simufilam, a new type of drug that has a completely different mechanism of action from monoclonal antibody drug treatments," said Remi Barbier, President & CEO. "Stable ADAS-Cog scores over 2 years is clearly a desirable clinical outcome in Alzheimer's. Our data in mild patients may emphasize the importance of treating patients early in the disease."

Is 200 patients large enough of a sample size to be significant?
Moy
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In MARA, back in PLTR with stop @$23.08.

Anyone trade AXON?
ProgN
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IDK because it's not a field that I'm familiar with but the results are extremely good thus far.
gougler08
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AG
E said:

aggies4life said:

Those who didn't sell pltr - what price you planning to get out?



+1 on this. Averaged in at $15.80 and plan to hold.
I'm selling 25% if we hit $24 and then will stair step more as it goes up
techno-ag
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AG
confucius_ag said:

ProgN said:

No Decline in Cognition Scores in Patients with Mild Alzheimer's Disease Who Received Simufilam Continuously For 24 Months | Cassava Sciences, Inc.
Quote:

AUSTIN, Texas, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA), a biotechnology company, today reported top-line results of a two-year clinical safety study of simufilam, an investigational oral drug for the proposed treatment of Alzheimer's disease dementia. The study enrolled over 200 patients with mild to moderate Alzheimer's and consisted of two open-label treatment phases and a randomized, placebo-controlled withdrawal phase. Average changes in ADAS-Cog scores, baseline to month 24, indicate the following:

Patients with mild Alzheimer's disease who received simufilam treatment continuously for two years (n=47) had no decline in ADAS-Cog scores ( 1.51 SE) as a group.

Patients with mild Alzheimer's who received simufilam treatment non-continuously (n=40) declined 1 point on ADAS-Cog ( 1.65 SE) as a group. Non-continuous treatment consisted of one year on open-
label drug, six months on placebo and six months back on open-label drug.

In patients with mild Alzheimer's, the largest separation between the continuous and non-continuous treatment groups occurred at the end of the 6-month randomized, placebo-controlled withdrawal phase.

Patients with moderate Alzheimer's who received simufilam treatment continuously for two years (n=32) declined 11.05 points on ADAS-Cog ( 1.91 SE) as a group.

"We're fighting Alzheimer's disease by testing simufilam, a new type of drug that has a completely different mechanism of action from monoclonal antibody drug treatments," said Remi Barbier, President & CEO. "Stable ADAS-Cog scores over 2 years is clearly a desirable clinical outcome in Alzheimer's. Our data in mild patients may emphasize the importance of treating patients early in the disease."

Is 200 patients large enough of a sample size to be significant?
Beware. Lots of questions about that research. Read at the link if interested in learning more. I'll give summary paragraphs:

https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

Quote:

In August 2021, Matthew Schrag, a neuroscientist and physician at Vanderbilt University, got a call that would plunge him into a maelstrom of possible scientific misconduct. A colleague wanted to connect him with an attorney investigating an experimental drug for Alzheimer's disease called Simufilam. The drug's developer, Cassava Sciences, claimed it improved cognition, partly by repairing a protein that can block sticky brain deposits of the protein amyloid beta (A), a hallmark of Alzheimer's. The attorney's clientstwo prominent neuroscientists who are also short sellers who profit if the company's stock fallsbelieved some research related to Simufilam may have been "fraudulent," according to a petition later filed on their behalf with the U.S. Food and Drug Administration (FDA).

Schrag, 37, a softspoken, nonchalantly rumpled junior professor, had already gained some notoriety by publicly criticizing the controversial FDA approval of the anti-A drug Aduhelm. His own research also contradicted some of Cassava's claims. He feared volunteers in ongoing Simufilam trials faced risks of side effects with no chance of benefit.

So he applied his technical and medical knowledge to interrogate published images about the drug and its underlying science-for which the attorney paid him $18,000. He identified apparently altered or duplicated images in dozens of journal articles. The attorney reported many of the discoveries in the FDA petition, and Schrag sent all of them to the National Institutes of Health (NIH), which had invested tens of millions of dollars in the work. (Cassava denies any misconduct [see sidebar, below].)

ProgN
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techno-ag said:

confucius_ag said:

ProgN said:

No Decline in Cognition Scores in Patients with Mild Alzheimer's Disease Who Received Simufilam Continuously For 24 Months | Cassava Sciences, Inc.
Quote:

AUSTIN, Texas, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA), a biotechnology company, today reported top-line results of a two-year clinical safety study of simufilam, an investigational oral drug for the proposed treatment of Alzheimer's disease dementia. The study enrolled over 200 patients with mild to moderate Alzheimer's and consisted of two open-label treatment phases and a randomized, placebo-controlled withdrawal phase. Average changes in ADAS-Cog scores, baseline to month 24, indicate the following:

Patients with mild Alzheimer's disease who received simufilam treatment continuously for two years (n=47) had no decline in ADAS-Cog scores ( 1.51 SE) as a group.

Patients with mild Alzheimer's who received simufilam treatment non-continuously (n=40) declined 1 point on ADAS-Cog ( 1.65 SE) as a group. Non-continuous treatment consisted of one year on open-
label drug, six months on placebo and six months back on open-label drug.

In patients with mild Alzheimer's, the largest separation between the continuous and non-continuous treatment groups occurred at the end of the 6-month randomized, placebo-controlled withdrawal phase.

Patients with moderate Alzheimer's who received simufilam treatment continuously for two years (n=32) declined 11.05 points on ADAS-Cog ( 1.91 SE) as a group.

"We're fighting Alzheimer's disease by testing simufilam, a new type of drug that has a completely different mechanism of action from monoclonal antibody drug treatments," said Remi Barbier, President & CEO. "Stable ADAS-Cog scores over 2 years is clearly a desirable clinical outcome in Alzheimer's. Our data in mild patients may emphasize the importance of treating patients early in the disease."

Is 200 patients large enough of a sample size to be significant?
Beware. Lots of questions about that research. Read at the link if interested in learning more. I'll give summary paragraphs:

https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

Quote:

In August 2021, Matthew Schrag, a neuroscientist and physician at Vanderbilt University, got a call that would plunge him into a maelstrom of possible scientific misconduct. A colleague wanted to connect him with an attorney investigating an experimental drug for Alzheimer's disease called Simufilam. The drug's developer, Cassava Sciences, claimed it improved cognition, partly by repairing a protein that can block sticky brain deposits of the protein amyloid beta (A), a hallmark of Alzheimer's. The attorney's clientstwo prominent neuroscientists who are also short sellers who profit if the company's stock fallsbelieved some research related to Simufilam may have been "fraudulent," according to a petition later filed on their behalf with the U.S. Food and Drug Administration (FDA).

Schrag, 37, a softspoken, nonchalantly rumpled junior professor, had already gained some notoriety by publicly criticizing the controversial FDA approval of the anti-A drug Aduhelm. His own research also contradicted some of Cassava's claims. He feared volunteers in ongoing Simufilam trials faced risks of side effects with no chance of benefit.

So he applied his technical and medical knowledge to interrogate published images about the drug and its underlying science-for which the attorney paid him $18,000. He identified apparently altered or duplicated images in dozens of journal articles. The attorney reported many of the discoveries in the FDA petition, and Schrag sent all of them to the National Institutes of Health (NIH), which had invested tens of millions of dollars in the work. (Cassava denies any misconduct [see sidebar, below].)


That came out years ago and investigate by the FDA. The FDA didn't find any reason to shutdown SAVA and allowed them to proceed with phase III human trials. It had all signs of attack financed by a big short seller and/or competitor developing their own Alz treatment.
Heineken-Ashi
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QQQ might try again for power hour
Brewmaster
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AG
Heineken-Ashi said:

Waiting on the fat cats on wall street again to digest lunch and log back in. They love these consolidations post-lunch.
confucius_ag
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AG
We have already been through the ink blot stuff. That is old and mostly produced by short sellers if I remember correctly.
techno-ag
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AG
ProgN said:

techno-ag said:

confucius_ag said:

ProgN said:

No Decline in Cognition Scores in Patients with Mild Alzheimer's Disease Who Received Simufilam Continuously For 24 Months | Cassava Sciences, Inc.
Quote:

AUSTIN, Texas, Feb. 07, 2024 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA), a biotechnology company, today reported top-line results of a two-year clinical safety study of simufilam, an investigational oral drug for the proposed treatment of Alzheimer's disease dementia. The study enrolled over 200 patients with mild to moderate Alzheimer's and consisted of two open-label treatment phases and a randomized, placebo-controlled withdrawal phase. Average changes in ADAS-Cog scores, baseline to month 24, indicate the following:

Patients with mild Alzheimer's disease who received simufilam treatment continuously for two years (n=47) had no decline in ADAS-Cog scores ( 1.51 SE) as a group.

Patients with mild Alzheimer's who received simufilam treatment non-continuously (n=40) declined 1 point on ADAS-Cog ( 1.65 SE) as a group. Non-continuous treatment consisted of one year on open-
label drug, six months on placebo and six months back on open-label drug.

In patients with mild Alzheimer's, the largest separation between the continuous and non-continuous treatment groups occurred at the end of the 6-month randomized, placebo-controlled withdrawal phase.

Patients with moderate Alzheimer's who received simufilam treatment continuously for two years (n=32) declined 11.05 points on ADAS-Cog ( 1.91 SE) as a group.

"We're fighting Alzheimer's disease by testing simufilam, a new type of drug that has a completely different mechanism of action from monoclonal antibody drug treatments," said Remi Barbier, President & CEO. "Stable ADAS-Cog scores over 2 years is clearly a desirable clinical outcome in Alzheimer's. Our data in mild patients may emphasize the importance of treating patients early in the disease."

Is 200 patients large enough of a sample size to be significant?
Beware. Lots of questions about that research. Read at the link if interested in learning more. I'll give summary paragraphs:

https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

Quote:

In August 2021, Matthew Schrag, a neuroscientist and physician at Vanderbilt University, got a call that would plunge him into a maelstrom of possible scientific misconduct. A colleague wanted to connect him with an attorney investigating an experimental drug for Alzheimer's disease called Simufilam. The drug's developer, Cassava Sciences, claimed it improved cognition, partly by repairing a protein that can block sticky brain deposits of the protein amyloid beta (A), a hallmark of Alzheimer's. The attorney's clientstwo prominent neuroscientists who are also short sellers who profit if the company's stock fallsbelieved some research related to Simufilam may have been "fraudulent," according to a petition later filed on their behalf with the U.S. Food and Drug Administration (FDA).

Schrag, 37, a softspoken, nonchalantly rumpled junior professor, had already gained some notoriety by publicly criticizing the controversial FDA approval of the anti-A drug Aduhelm. His own research also contradicted some of Cassava's claims. He feared volunteers in ongoing Simufilam trials faced risks of side effects with no chance of benefit.

So he applied his technical and medical knowledge to interrogate published images about the drug and its underlying science-for which the attorney paid him $18,000. He identified apparently altered or duplicated images in dozens of journal articles. The attorney reported many of the discoveries in the FDA petition, and Schrag sent all of them to the National Institutes of Health (NIH), which had invested tens of millions of dollars in the work. (Cassava denies any misconduct [see sidebar, below].)


That came out years ago and investigate by the FDA. The FDA didn't find any reason to shutdown SAVA and allowed them to proceed with phase III human trials. It had all signs of attack financed by a big short seller and/or competitor developing their own Alz treatment.
It's not just the Cassava research that's in question, it's the original experiments pointing to a theory of causation for Alzheimer's that have shown to be very problematic. This has resulted in a couple decades of research chasing down (possibly) the wrong treatments.

Anyway, due diligence yada yada.
ProgN
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I'm not advocating anyone buy SAVA or add more if they do. I'm just posting an update. I've posted several times that I haven't added to my positions in it and recommended against anyone here adding to theirs. I have enough exposure because this stock is a hero or zero play.
techno-ag
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Heineken-Ashi
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Tighter and tighter. Going to break one way or the other.
El Chupacabra
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Thoughts on SOFI?
Spoony Love
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AG
I got out of tomorrow 500c earlier but now strictly gambling on some 0dte 500c. Let's rally.
Brewmaster
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AG
El Chupacabra said:

Thoughts on SOFI?
kind of reminds me of PLTR pre earnings, but don't listen to me!
Heineken-Ashi
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Never underestimate irrational human sentiment. As insane as this market has been, the fact that it stops just shy of 5,000 merely because of the round number factor is amazing.
EnronAg
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AG
this market is waaaaaay overdue for some sort of 4-5% pullback...we ARE going to hit 5,000 in the next day or 2...and then will we see the pullback??? or more parabolic moves from mega cap takes this sucker to 5,200 like Tom Lee and the uber bulls are calling???
Heineken-Ashi
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PYPL is a gamble. Chart doesn't show bias either way. I'm leaning towards selloff to mid $50's, but not playing it.
Heineken-Ashi
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Did grab a couple WYNN $103's. A gamble with more potential. Not recommending following
Heineken-Ashi
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WYNNing!
E
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AG
ARM

SHBM!
aggies4life
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AG
Ahhh!!! Next time give us more than 2 mins


Nice job!!
Heineken-Ashi
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aggies4life said:

Ahhh!!! Next time give us more than 2 mins


Nice job!!
That's all I gave myself lol. Looked at the chart at 2:55 and decided to roll.
aggies4life
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AG
Maybe not!
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