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Simufilam is Cassava Sciences' \($SAVA\) Alzheimer's medication.
TLDR: The graph above represents SAVA's data (red line), and other lines represent competition and placebo. SAVA's cognitive data is not only far superior to the competition; it is the only drug that shows cognitive improvement on ADAS-cog in a US-based trial. This research report explores why this data is worth over 100 billion dollars.
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https://preview.redd.it/ee5l2zut12h81.png?width=512&format=png&auto=webp&s=0d4b20153782240792f1aa6813693a26599f6dbc
How did the market value the competition's subpar data? The bar chart above represents SAVA's current valuation in red. The other bars do not represent the competition's market caps. They illustrate how much the market cap increased around announcing FDA accelerated approval (AA) or breakthrough therapy designation (BTD) for an Alzheimer's drug.
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There are many statistics I could quote to convey the market opportunity here, but my favorite is Michael Engelsgjerd's quote. He is a senior equity research analyst at Bloomberg who specializes in the biotech sector (and a third party), stated, "If you can develop a small molecule pill for Alzheimer's disease that can definitively improve cognition, that would very likely become the most successful product in pharmaceutical history."
"Definitively improving cognition" is precisely what Simufilam achieved.
David Bredt, MD/PhD., the author of the short report against Cassava Sciences, stated, "if this data is correct..it will result in 5 Nobel Prizes".
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Before we discuss SAVA in depth over the following 50 pages and why the market values it so wildly, I would like to introduce the team of physicians, pharmacologists, Ph.D.'s, and successful investors who wrote and edited this due diligence report.
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https://preview.redd.it/fkb9wde432h81.png?width=512&format=png&auto=webp&s=cae4645643efa36eb2c539a655c4cfd4cd52d746
[Watch Dr. Boyer