Companies dealing with Alzheimer’s – research focus on nicotine and insulin based treatments:

13/06/2014

Companies dealing with Alzheimer’s – research focus on nicotine and insulin based treatments:

Company	Ticker	Product type developed	Upside Potential	Sharpe (FY01)
AbbVie	ABBV	Nicotine & insulin based treatments	6.7 %	4.37
Investment case: AbbVie is in the process of completing two complementary studies covering the use of its product, ABT-126.

Company	Ticker	Product type developed	Upside Potential	Sharpe (FY01)
EvVivo Pharma	n/a	Nicotine & insulin based treatments	n/a	n/a
Investment case: EnVivo’s product, EVP-6124, could be applied to mild-to-moderate stage patients. The company is currently progressing with a clinical study comprising 1,600 patients. This study should confirm that the product improves patients’ cognition and functioning.

Company	Ticker	Product type developed	Upside Potential	Sharpe (FY01)
Targacept	TRGT	Nicotine & insulin based treatments	11.6 %	1.85
Investment case: The company dropped its development of TC-5619.

Company	Ticker	Product type developed	Upside Potential	Sharpe (FY01)
Novo Nordisk	NOVOb	Non-insulin based treatments	12.8 %	5.48
Investment case: Pending results from the Imperial College of London, the company may start late-stage studies on Victoza, initially a non-insulin diabetes treatment, which may benefit Alzheimer’s patients.

Company	Ticker	Product type developed	Upside Potential	Sharpe (FY01)
EvVivo Pharma	n/a	Nicotine & insulin based treatments	n/a	n/a
Investment case: EnVivo’s product, EVP-6124, could be applied to mild-to-moderate stage patients. The company is currently progressing with a clinical study comprising 1,600 patients. This study should confirm that the product improves patients’ cognition and functioning.

Company	Ticker	Product type developed	Upside Potential	Sharpe (FY01)
EvVivo Pharma	n/a	Nicotine & insulin based treatments	n/a	n/a
Investment case: EnVivo’s product, EVP-6124, could be applied to mild-to-moderate stage patients. The company is currently progressing with a clinical study comprising 1,600 patients. This study should confirm that the product improves patients’ cognition and functioning.