Stanley Zhang

[Matt Nachtrab @MattNachtrab]

Cassava Sciences simufilam pill and bottle pictures

Many have asked for proof that the $sava patients we have talked to are on simufilam and in the trial. Based on my conversations, they are obviously on the trial, but here is visual proof from two different patients.

[Matt Nachtrab @MattNachtrab]

Patient 7 Update - 14 MMSE still stable after 10 months on treatment in REFOCUS OLE - Historical placebo would decline 2.5 MMSE or 5 ADAS-cog11 over similar timeframe

She was in $sava simufilam Phase 3 Refocus -

Diagnosed 2016 with Alzheimer's

Blinded Refocus 18 Months
July 2022 - Jan 2024 : 17-18 MMSE at start declined to 14

Refocus 12 Month OLE
Jan 2024 - July 2024: On the medicine for 6 months maintained at 14 after dropping 1.3 MMSE points every six months while blinded . Husband believes she was on placebo, but stabilized. He believes there is a treatment effect on the open label.

UPDATE Oct 2024
"She is doing well. She is still showing no signs of agitation and I believe is stable. We are at the clinic next Tuesday. Thanks for asking, generally very optimistic…."

For reverence a 14 MMSE normally would decline about 5 ADAS-cog11 or 2.5 MMSE points over this period. Untreated over a 10 month period you would see disease progression on key AD symptoms. These estimates are from the ITO study of placebo populations.

This patient is the first I have seen evidence of stabilization of a low Moderate AD (I called her severe last update but a 14 is not severe, but it is below the entry criteria for the drug) patient from simufilam. It aligns with my theory that some of the Phase 2 readout volatility was the later Phase 2 trial sites screened poorly and allowed patients with co-pathologies. Hence, the milds are more representative of treatment effects from simufilam because they are much less likely to have co-pathologies. Particularly the 87 that made it all the way through the 24 mark on the OLE.

@teddyrosenbluth and @adamfeuerstein and @cpiller your total focus on the short seller and government investigation and ignoring the unblemished safety trial and positive data on cognition is harming patients on the trial.

[Matt Nachtrab @MattNachtrab]

The Best Stock on the Market is $sava with 40x Upside

I believe $sava, Cassava Sciences, is the best opportunity on the stock market right now. The market cap is $1.4B, but could easily get to $40B within a year. I am the largest individual shareholder with 5.42% of the company.

TRDR: The company has a safe pill for #Alzheimers in phase 3 that reads out Nov 15 to Dec 15 of 2024. Mild patients maintained flat cognition for 24 months when a placebo would decline by 10pts. If repeats in phase 3, the drug is worth $40b and a TAM of >$200b

Read below to see more

1. SAFETY - The drug is proven safe unlike competitive drugs. There have been zero drug related adverse events in 2000 patients and 2m doses

2. EFFECTIVENESS - Four data points show the drug appears to dramatically slow #Alzheimers disease symptoms and even resolve symptoms with super responders.
a) Phase 2 data showed the 87 mild AD patients averaged near zero cognition decline after 24 months on the drug.
b) Super Responders - At 1 year 100 patients 68 patients showed IMPROVEMENT in cognition by an average of 5.6 pts at 12 months. At 1 year 200 patients 94 patients showed IMPROVEMENT by an average of 4.7 pts at 12 months.
c) 5 clinical trial site administrators indicate patients are improving on the medication. They say after so many years of no effective safe treatments they are very excited.
d) 8 families report that their loved one on the drug are doing better on the drug. They report similar stories of regaining balance, able to do tasks like driving, shopping, cooking after losing those abilities from the disease.

3. 17m shares or 40% of the float is short, so up until the readout in 2-3 months, they may cover. They have serious downside risk if they hold till readout. If readout is positive as I expect, it will be the largest squeeze ever on the stock market. The shorts are focused on the fact that most AD drugs fail. They are focused on OLD research from the academic lab. They are not looking at the patients and what patients are telling and their cognition tests from phase 2. They tend to tell lies or half truths and ignore positives. They focus on the lack of placebo in phase 2, but placebo for AD is well established. 12-24 month data significantly reduces risks of "placebo" argument.

4. Donanemab from $LLY just got approval as the FDA instructed the panel to approve IF "They believe the drug was effective in ANY subgroup of patients". We know there are a subgroup of responders on $sava simufilam and it is VERY likely to receive a nod from the FDA.

I feel that the RETHINK readout coming later this year will show statistically significant improvement over placebo for the entire population. Mild data from phase 2 was positive, but I have heard testimonials from families that were moderate that had remarkable reductions in AD symptoms.

Do you own research. Read data from the company and other sources before you invest.

100 patients at 12 months - https://t.co/9s8bxJO40E
216 patients at 12 months -
https://t.co/4HIoBkVhG8

Patient Testimonials
https://t.co/DibESyQKTA
https://t.co/u0ufavnskt

Clinical Trial Site Administrators comments
https://t.co/xzgUlBPbSU

Alzheimer's biostatistician discussing phase 3 results
https://t.co/Lhs4ZD7HmZ

[Matt Nachtrab @MattNachtrab]

Rapport Therapeutics filed an S1 on May 17th to go public.

The genesis of Rapport Therapeutics is unequivocally linked to an effort to stop the Cassava Sciences Alzheimer's therapy trial. They seemed to put a competitor through HELL to gain an advantage and profit from a short position in the stock.

David Bredt founded Rapport Therapeutics a Delaware on February 11 2022, the same day that his citizen's petition against $sava was denied by the FDA.

I believe David Bredt, @JNJNews, Rapport Therapeutics, Jordan Thomas, and @ThirdRockV participated in a massive fraud to stop a competitor in the exact same research area of Receptor Associated Proteins (the RAP in Rapport). David Bredt departed Johnson and Johnson in March of 2021. He worked with Jordan Thomas and filed a Citizen's Petition and Whistleblower complaints against Cassava in August of 2021. The Citizen's Petition was denied on the same day he started Rapport. SEC and DOJ investigations still linger with no charges against $sava. How could that happen if all these events are not linked by collusion between these people and companies?

@joewalkerWSJ

https://t.co/pzV4gmiGdt

[Cassava Sciences @CassavaSciences]

$SAVA

New Publication Highlights Basic Science Supporting Simufilam.

https://t.co/7zGnpBSf9I

[NOT Adam Feuerstein (Parody) @NotFeuerstein]

A MODERATELY FAST NEWS EXCLUSIVE:

On 1/24/2023 $SAVA announced positive topline data from their OL trial

In part 1 of our Alzheimer's Executive Series, we will briefly review the data and why phase 3 must continue for the sake of patient care

1/25

[AD3 𝕏 @AD3ENDALZ]

$SAVA WORTH READING FROM DR LEWIS ROBINSON!

Why Cassava's Simufilam results are not a placebo effect https://t.co/0tEUCGRemF

[Matt Nachtrab @MattNachtrab]

$sava has reported at 12 months that 63% of 100 patients improved an average of 5.6 points in a 17 site US trial. Despite 2 years of attacks on $sava no journal, institution, or government agency has found they manipulated scientific results in any way.

[AD3 𝕏 @AD3ENDALZ]

$SAVA management is #BULLISH @CassavaSciences

I don’t see why would they be adding so much more shares if it was a fraud …. And those are only since AUGUST 16th … who will be next to add ?? They Know what they have and what they are holding on.
TOTAL : 153 337 Shares added

[AD3 𝕏 @AD3ENDALZ]

$SAVA : Now FDA and SEC both rejected and closed on all the BS from SHORTS $SAVA 2 - SHORTS -0 #ENDALZ #SAVESAVE

[Matt Nachtrab @MattNachtrab]

Journal of Clinical Investigation clears Hoau Wang paper after reviewing high resolution images and not finding the suspected problems by Schrag. They chose not to investigate further. Pillar added this as a "clarification" Aug 9th. $SAVA was cleared by this journal quietly!

[Cassava Sciences @CassavaSciences]

$SAVA

KUPIEC JAMES WILLIAM

https://t.co/ebXwTU6JJb

[Stanley Zhang @StanleyHZhang]

@bitex2047 之前没看到你月初发的推，不然就大胆加仓了😅。你这波预警squeeze真的精准，不服不行👍

[Wenyuan Wu, Ph.D. @wu_wenyuan]

Congrats UC! Turns out you don’t have a diversity problem 🤷🏻‍♀️. Our evidence that CA has big gains in minority representation stands! Who is the wedge here? #prop16 is fixing a non-issue. ⁦@AsmShirleyWeber⁩ ⁦@ECalifornians⁩ ⁦@SteveMillerOC⁩ https://t.co/t8cPf20yEX

[Stanley Zhang @StanleyHZhang]

Yes, the power is at our own hands to vote some of them off and win the war against ACA5 in November!

[Carry @CarrieH55312180]

The problem is Democrats in California have all the power and they can do or pas whatever they want. The party now dominates both chambers of the state Legislature. The only thing that we can do is to get some of them out of the office in Nov election.

[Ward Connerly @tobeequal]

Today’s action by the CA Senate to approve ACA 5 saddens, but not surprises me. The CA Democrat Party has a monopoly in CA. For a party that lives and breathes “identity politics,” passing a measure that disrespects individual merit and appeals to racial identity is expected

[Gail Heriot @GailHeriot]

The California Senate is beclowning itself.

[Steve Miller @SteveMillerOC]

A useful list of California state senators who have “not fully supported” #ACA5, and their office phone numbers.

The California Senate votes on it next week.

[Ritesh Tandon for Congress @tandon4congress]

Juneteenth is the oldest known celebration commemorating the ending of slavery in the United States. Wait, discrimination is not over yet, California legislatures are bringing race-based discrimination with ACA5 Bill. Defeat ACA5. @svcaf2020 @realDonaldTrump @HinduAmerican

[Tony Guan @ECalifornians]

Martin Luther King Jr. “I have a dream that my four little children will one day live in a nation where they will not be judged by the color of their skin, but by the content of their character. ”

The co-author of racist #ACA5 @AsmShirleyWeber bashed, "that was just a dream!"