curious what everyone thought was going on as the bap results were developing
IT sounds like the traders went with the party line and secret information and that the fate of the drug was largely based on safety and the efficacy was just a matter of controlling the counterproductive things like edema and autoimmune attack. However, and now it is official from brain expert Bill Gates, abeta seems to be a dead end. Or if not, it relies on getting it removed from a particular place such as synapse which is difficult to achieve with IV antibodies. Curious what the various sects within the companies and medical communities really thought about chances of being efficaceious. There was always the competing tau idea but it had been clear for a long time that cause and effect were notyet established. I remember someone even posting prior to the announcment that abeta was thought to be protective and some were quite sceptical.
During the investigation of trading irregularities did anything else emerge useful to understanding biotech hype more generally? lol.