$ALEC investment thesis build-up: Analysis of AL001 and AL002 clinical trials
I’ve spent some time looking at a company called Alector ($ALEC) in the last few weeks. Alector is a biopharma company focused on the AD and FTD indications. I thought I would share some useful information regarding the clinical trials for AL001 and AL002 as well as give my analysis on them. Clinical trials Alzheimer’s disease We’ve seen AB targeting immunotherapies fail in meaningful efficacy in recent years. I found Alector’s pipeline refreshing in that, although it is another mAb, AL002 targets neuroinflammation which has been gaining more and more respect from the scientific community as the root cause of Alzheimer’s Disease. If the efficacy is there for AL002, we could see revenue figures for the likes of Humira. A quick rundown of AL002: INVOKE I Data is currency in this industry and for now, we do not have much to go off of for AL002. We did receive some phase I safety data in Q4 of 2019, which showed that AL002 was well tolerated in all interventions as c...
