Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

United states Health care / Thematic (Sector/Industry)

<ul><li>Is blarcamesine the next DMT for Alzheimer’s disease (AD)? As we highlighted in our report Spotlight on Alzheimer’s Disease (AD): Challenges and Opportunities, the AD drug development landscape has been evolving fast over the last several years, with the approval of the first disease-modifying therapies (DMTs), Biogen’s (NASDAQ: BIIB) Leqembi® and Eli Lilly’s (NYSE: LLY) Kisunla™, and the promise of more to come soon.</li><li>The most advanced of the DMTs under clinical development is blarcamesine for early-stage AD by Anavex Life Sciences (NASDAQ: AVXL).</li><li>Unlike the existing DMTs on the market, blarcamesine (ANAVEX®2- 73) does not directly target amyloid-beta plaque, but primarily acts as an agonist of the Sigma-1 receptor promoting autophagy, a process that clears damaged parts of cells and misfolded proteins that help to counteract early AD processes such as amyloid beta and tau accumulation. </li></ul>

Is blarcamesine the next DMT for Alzheimer’s disease (AD)? As we highlighted in our report Spotlight on Alzheimer’s Disease (AD): Challenges and Opportunities, the AD drug development landscape has been evolving fast over the last several years, with the approval of the first disease-modifying therapies (DMTs), Biogen’s (NASDAQ: BIIB) Leqembi® and Eli Lilly’s (NYSE: LLY) Kisunla™, and the promise of more to come soon.The most advanced of the DMTs under clinical development is blarcamesine for early-stage AD by Anavex Life Sciences (NASDAQ: AVXL).Unlike the existing DMTs on the market, blarcamesine (ANAVEX®2- 73) does not directly target amyloid-beta plaque, but primarily acts as an agonist of the Sigma-1 receptor promoting autophagy, a process that clears damaged parts of cells and misfolded proteins that help to counteract early AD processes such as amyloid beta and tau accumulation. 

Spotlight on Neurodegenerative Diseases: Innovative Treatments: Blarcamesine