Acumen Pharmaceuticals Inc (ABOS) Opciones

There are 500,000 newly diagnosed Alzheimers patients in the US each year. That number is growing due to the aging of our population and new diagnostic blood tests which are expected to increase the actual numbers significantly.

The market is enormous and the 2 FDA approved drugs are being shunned as their side effects create a significant health risk.

Siburnitug showed a MUCH improved safety profile and showed efficacy in a 3 month Phase I trial. My expectations for the current Phase II trial are VERY high!!

If this drug shows what I'm hoping for in the Phase II trial; I can assure you BIG PHARMA will be all over this Company.

GLTA!!

Yes, that has been posted since, "Last Update Posted 2024-12-1." ....made note of it earlier.....been waiting for a comment from Acumen.....Maybe during the Q4 cc.....who knows....See no reason why they could not have posted the SC vs IV news two days earlier so Dan could have discussed it......

This doesn't help........

https://abcnews.go.com/Technology/wireStory/researchers-find-hint-delay-alzheimers-symptoms-now-prove-119968700

Minusha....at current rate stock will soon be de-listed.......Someone needs to explain how this low price is possible? Who is selling all those cheap shares?......

A look a ClinicalTrials.gov now shows that Sabirnetug is an active trial and NOT recruiting patients. IMO; this could only mean that the trial is now FULLY ENROLLED!!

https://clinicaltrials.gov/study/NCT06335173?term=NCT06335173&viewType=Table&rank=1

I would expect a Company announcement to this effect in the very near future!!

Hitting every milestone on or before expectation!!

GLTA!!!

Forget the minusha, and look at the big picture. Acumen is meeting all its milestones on time. They have more than enough cash to finish this Phase II trial. If these results turn out to be what we all are hoping for, Acumen will be bought out by big Pharma for $200+/share.

I have never seen in all my years on/around Wall Street a better Rick vs Reward scenario than this.

Two MAJOR industry presentations coming up and VERY soon an announcement of full enrollment in the Phase II trial.

Could not be looking better. Take advantage of this SALE on shares!!!

GLTA!!

Losing enthusiasm after today's disappointing close......Guess the only person more disappointed would be Dr O'Connell, three presentations in two days, a great PR, and what does he get for it.........a penny.......☹️.......It makes one give up investing in stocks.......

Ticking off each milestone on or before scheduled date.

Next up: Full Enrollment Phase II trial!!

Great.....its a start......I liked this....knew O.Connell was holding back info.....

"We are pleased that the results of our initial clinical study support further clinical development of sabirnetug administered subcutaneously, underscoring the potential for increasing patient convenience of this formulation relative to intravenous treatment,” said Daniel O’Connell, Chief Executive Officer of Acumen. “The timely completion of this study highlights the strength of our clinical team and partners, and our commitment to advancing our clinical pipeline efficiently and effectively. Based on these data, we believe that further development of subcutaneous sabirnetug as a more convenient administration option for patients is warranted.”"

Acumen Pharmaceuticals Announces Topline Results from Phase 1 Study of Subcutaneous Formulation of Sabirnetug in Healthy Volunteers

https://investors.acumenpharm.com/news-releases/news-release-details/acumen-pharmaceuticals-announces-topline-results-phase-1-study

GLTA!!

Well, will need to agree with you again, another nice discussion......best thing, at most, in 9 working days the IV-SC report will be posted....then hopefully the perplexing low SP will come to an end....

Today's Stifel interview was equally interesting and worth watching too. O'Connell exudes EXTREME confident.

I liked to answer to the question on what is the mechanism for Sabirnitug in removing plaque. I think today's interviewer also did an excellent job.

Agree, thought Mr O'Connell did a bang up job, also thought the interviewer did a fine job. Seemed to know Acumen well, and asked some good questions. Liked the discussions on the SC trials. Could tell Dan was holding back, it was obvious he just wanted to say more. Was encouraged when he just had to make note that info on the IV vs Sc trial will be out by the end of Q1 2025…so within two weeks, great. Will bet they present news on the new AI deal when they provide update on the P2 SC trial. Have to also agree, the presentations in early April should be much more interesting after the SC news, and the annual report.

SP should be heading up for a change or will be more perplexed.....

Just listened to Acumen CEO Dan O'Connell have a sit down chat with the UBS analyst. It was an excellent interview and the replay is already available on Acumen's website in the Investor tab.

The CEO mentioned that they have previously stated that the Altitude Phase II trial enrollment would be a first half 2025 event and then went on to say that "enrollment was going quicker and more rapidly than expected". Which translates to me that they are close to full enrollment and I'm looking for an announcement to that effect at one of the big conferences that takes place during the first 2 weeks of April!!

GLTA!!

Going to be an informative couple of weeks with all the up coming presentations, will be listening to all of them. It will be a good change to be perplexed on how high and fast the SP moves back up.......👍️...

Acumen Pharmaceuticals to Present During International Conference on Alzheimer’s and Parkinson’s Diseases 2025 and American Academy of Neurology Annual Meeting
https://investors.acumenpharm.com/news-releases/news-release-details/acumen-pharmaceuticals-present-during-international-conference

Great, would be a good time to present data from the IV/SC trial, an update on the future SC/AI trial, and a mid-term update on the current P2 trial......an investor can hope.......They will also need to post annual report by end of month....so should be getting some new info at some point....Will be listening and looking........

Acumen to Participate in Two Investor Conferences:

https://investors.acumenpharm.com/news-releases/news-release-details/acumen-pharmaceuticals-participate-upcoming-investor-conferences

Up three days in a row can it go for 4 days Went from its record low of 1.15 to 1.24 averaging 3 cents/day, great, at this rate in 30 trading days it will be back to 2.15 or so…..so perplexingly manipulated.

Oh well things will improve, and this small tid-bit of info is encouraging……progress on P2 reported……but will probably need to wait for the AAN Annual Meeting, taking place April 5–9, 2025, for more info…....read the abstract and disclosure………back to looking….

https://index.mirasmart.com/AAN2025/SearchResults.php?q=sabirnetug

Bought more today!! Price hasn't shaken my confidence.

$2.83/ share in CASH PLUS GREAT drug completing Phase II enrollment!!

PURA VIDA!!!

ABOS, new 52/week low

One thing for certain, "Time will tell".....while still perplexed and waiting, a nice subtle encouraging comment from the CEO helps..

21 Feb 2025, Scrip Asks... What Does 2025 Hold For Biopharma? Part 6: Therapeutic Area Advances

“In 2025, I expect the biopharma industry to build on the strong momentum of recently approved treatments for Alzheimer’s by prioritizing the development of new Alzheimer’s therapies with improved safety profiles, particularly lower ARIA [amyloid-related imaging abnormalities, a side-effect of amyloid-beta therapies] rates,” predicted Daniel O’Connell, CEO of Acumen Pharmaceuticals.

“By focusing on novel approaches that enhance safety and broaden accessibility, there is potential to reach more patients and significantly improve their quality of life. Additionally, preferentially targeting other components of the Alzheimer’s disease pathway, such as toxic amyloid beta oligomers, offers an opportunity for next-generation therapies that can be used independently or in combination, providing greater efficacy and differentiated treatment outcomes. This progress of further innovation ensures that more patients benefit from treatments that could greatly enhance their quality of life,” O’Connell added.

BTW; I predict, there will be MANY days when this stock is UP more than it's current price in one day!!

PURA VIDA!!

Stockrafter; Great series of articles.

One day as I've said this stock has a $200 potential. That's what investing is about. Risk/Reward here is Ridiculous!!!

Keep the faith!! I pray that Sabirnitug has a MAJOR positive effect on Alzheimers disease. It will be a game changer for humanity!!

No, do not think they are going head to head, but it is in the same game, so keeping track on it, while waiting. The pic of the auto-injector was interesting. It is the same AI Biogen uses for the Plegridy Pen, fwiw.

Enough on that, check out the info below……it is eye opening information……

The beginning of the story…… https://news.northwestern.edu/stories/2019/01/a-new-approach-to-alzheimers-disease/

Developer of Sabirnetug.……smart dude…. https://neurobiology.northwestern.edu/people/core-faculty/klein-william.html

The website…check out the research and other links……good stuff…. https://kleinlab.org/

Write up on the impressive team……. https://news.weinberg.northwestern.edu/2024/01/29/neuroscientist-william-kleins-purpose-and-perseverance-continues-inspiring-a-new-wave-of-efforts-to-combat-alzheimers-disease/

“Acumen is among the foremost drug discovery companies attacking amyloid beta oligomers and its most promising therapeutic, ACU193, derives from an antibody program initiated in Klein’s research lab decades ago.”

So now even more perplexed on the share price..........but one of these days.....no doubt.......

You are making the mistake to think that Acumen's drug; Saburnitug is competing head on with Leqembi. We are in a Phase II trial to try and prove that Saburnitug is a BETTER drug AND has SIGNIFICANTLY FEWER SERIOUS side affects that Leqembi.

The action of mechanism is much different in Saburnitug!!

I understand enrollment has been rapid and I would expect to hear that full enrollment has been reached considerably before the end of the first half of 2025 which was the Company's target date.

PATIENCE IS A VIRTUE!!!

FYI; the biotech market has been weak due to the new administration and the unknowns of RFK Jr.

GLTA!!!

Well this is not helping...but it is what it is, competition doesn't wait......need info from management to reverse the relentless decline.......

"submitted applications for approval of lecanemab in 17 countries and regions. Additionally, the FDA accepted Eisai's Supplemental Biologics License (BLA) for the LEQEMBI subcutaneous autoinjector for weekly maintenance dosing in January 2025 and set a PDUFA action date for August 31, 2025."

https://media-us.eisai.com/2025-01-26-FDA-Approves-LEQEMBI-R-lecanemab-irmb-IV-Maintenance-Dosing-for-the-Treatment-of-Early-Alzheimers-Disease

https://alzheimersweekly.com/leqembi-autoinjector-to-treat-alzheimers-in-seconds-not-hours/

Some interesting info from their partner on SC injection. The partner company reported signing a small volume AI deal with a company…Highly suspect it was Acumen…..It fits the timeline, since a deal needs to be signed before announcing the upcoming P2 SC trial, which will also be validating the AI SC IMO…..

Yet they can still beat the price down....so Perplexing to this small investor.......

New article on the P1 trial, more of the same but in detail....…. https://www.sciencedirect.com/science/article/pii/S2274580725000263

Interesting short video on the two current ALZ drugs….given by IV, 1x mn or 2x mn, at $25,000yr……All the more reason for SC injection in 3 seconds....…

https://www.kare11.com/article/news/health/another-treatment-those-affected-alzheimers-disease/89-d293e960-867f-4f71-9e61-91cf03d23a2a

Thanks the posts, it all sounds good, which is why it is so perplexing to me, as to who is selling all those shares over the past few months? It is easily noticeable on the Yahoo chart, that since the big drop back on 11/12/2024 the volume is relatively higher than past, and the price keeps falling. Roughly 400,000 for 40 days, is 16,000,000 shares, all below $2.50, with Yahoo Finance showing only 34 million in the float. Perplexing!

As a small investor, one can only buy so many shares, or risk a large percentage of the portfolio in one stock. Would have been nice, to have the technical skills, to surmise the SP would drop so low, certainly would have more share at a lower price. Still with an expected share price greatly exceeding my expectation of low teens, waiting will not be a problem. Unfortunately it is down today already, with high volume. Perplexing!

BTW; at the end of September there were approximately 60 million shares outstanding.

Cash and marketable securities were $207M. Let's be conservative and say that there was $170M+ at Y/E. That means there was $2.83/share in CASH equivalents at Y/E. What is their research results to date worth? What about value for getting the drug into this Phase II trial?

This Company is worth WAY IN EXCESS of where it is currently trading.


GLTA!!!

$200/share is NOT an extraordinary target!!

500,000 new AD patients in US/year. Lilly drug is $32k/year per patient = $16 BILLION/year in potential AD sales in US alone!!!

As I said yesterday the Risk/Reward is INCREDIBLE. Let the sellers sell, I'm a buyer!!!

And yes, BIG PHARMA will be foaming at the mouth to buy this Company if this trial gets positive results.

Well SotG that is some optimism, 200 bucks, I will be happy if it hits 10 bucks. I would be a millionaire at 200 bucks if I held all my shares till that happens. If sabirnetug showed some serious promise, I would suspect a larger company would buy ABOS before it reached such high price levels.

Agree there are a few drugs in progress, problem is that it appears Lilly is pushing theirs drug along fairly quickly, and they have the bucks to push thru as fast and far as they can.

The recent sells by a number of insiders, did not help, and did not look promising, no matter what their reasons.

Certainly not dropping out, will continue posting interesting news. Keep up the posting...........

From a recent article......."This trial aims to enroll approximately 540 individuals across multiple sites in the United States, Canada, the United Kingdom, and the European Union. If successful, sabirnetug could mark a significant breakthrough in neurodegenerative disease treatment."

There are MANY drugs in various stages of clinical and preclinical trials for Alzheimers disease, and there won't be just one winner. The Acumen drug Sabirnitug looks to have a better safety profile against ARIA and has a totally different target mechanism than approved drugs. The current Phase II is hoping to continue to show safety as well as efficacy!!. I'm invested here because I think this is a much better drug.

The pressure in the stock is due to a lack of news and this trial is suppose to run 18 months. I'm hoping Acumen will be in a position soon to announce that the trial is fully enrolled. Acumen is completely funded to complete this trial and does NOT need funding.

I continue to accumulate shares as I think this will be a $200 stock if the trial is successful.

It does require patience, but that is what investing is about. I think the REWARD here FAR outweighs the risk.

GLTA

Well there you go, suspect the story presented is correct, the problem appears to be the competition, its always the competition....well back to looking, holding, and hoping on Acumen.......with Lilly back in the race......

https://www.neurologylive.com/view/phase-3-trailrunner-alz-3-test-effects-igg1-monoclonal-antibody-remternetug-early-alzheimer-disease

https://www.beingpatient.com/remternetug-alzheimers-prevention-trial/

Well clearly there has to be something missing in the story Dr. Doherty presented in his enlightening informative discussion, otherwise the share price would not be on this relentless downward trend, IMO....Will continue looking, hoping, and holding, just seems the potential is there........not like I've never made a bad investment before.......

Thanks for posting that interview. VERY interesting and informative!!

Guess they sell when they need to, and can.

Some recent news out there, good, and bad, but think the discussion in the interview answers some of the bad question the whiner, Pillar mentions in his article.

The bad, nothing is perfect, always someone trying to cheat. Fix it and move on.

https://www.almendron.com/tribuna/the-devastating-legacy-of-lies-in-alzheimers-science/

A GREAT interview, every investor, needs to listen to.....things start around 11 minutes, 25 minutes, and 28 minutes in..updates on trials towards end of interview....



The clinical trial...

https://clinicaltrials.eu/trial/study-on-the-effects-of-sabirnetug-for-patients-with-early-alzheimers-disease/

,

Another batch of insider sales today that were the result of the exercise of stock options that were granted as compensation. Hopefully this is the end!! I have been impressed that all shares are being accumulated when for sale.

Yes, volume has been increasing these past few days/weeks, sadly the price is not doing the same.. Just a relentless downward trend, With only 32 million or so in the float, one would think the SP would start increasing with the increasing volume. Been looking new info but nothing pops up. Most are waiting for updates on clinical trials. But will hang in there, keep up the effort.....

powerful trading today! Over 500,000 shares of upside volume. Real sign of life!!

IMO; Some institution has been accumulating shares. Now that selling is drying up, I would expect a steady move upward.

Insider sales today of a total of 26,534 shares was the result of vesting of stock options. IMO; this should be the end of insider sales.

Next news from this Company should be very positive.

HUGE VOLUME is HUGE today; obviously finally cleaned up seller!!

Company has stated they expect to reach full enrollment of PII in the first half of 2025. I predict they will reach full enrollment in this study by the end of Q1.

PURA VIDA!!

Good PR, not much new, but still a good PR. Waiting for update on full enrollment of the Phase II/III Safety & Efficacy trial, an update on the completed P1 SC trial and plans for the P2 SC, which IMO will be using a HALO autoinjector.

Good call on the swing in share price, also as noted this is a more of a long term bet, with many ups and downs, but if all goes will it will be worth the wait, IMO.

INTERCEPT-AD, a phase 1 study of intravenous sabirnetug in participants with mild cognitive impairment or mild dementia due to Alzheimer's disease

https://www.sciencedirect.com/science/article/pii/S2274580724005971?via%3Dihub

IMO; ABOS has ENORMOUS POTENTIAL and is RIDICULOUSLY CHEAP!!!

Acumen Pharmaceuticals Announces Journal of Prevention of Alzheimer’s Disease Publication of the Company’s Phase 1 INTERCEPT-AD Study, Including Target Engagement, Dosing Regimen and Safety Findings

Link to press release:
https://investors.acumenpharm.com/news-releases/news-release-details/acumen-pharmaceuticals-announces-journal-prevention-alzheimers

Well; that didn't take long!! Per SEC reporting; 561,000 NEW SHARES were issued to officers and Directors today that vest over 3 years!!

AND, 820,100 TEN year OPTIONS at $1.85 were issued to these same Officers and Directors today. These vest equally over the next 48 months.

I'm also guessing there were probably another batch of shares issued for this past years' service to these same officers. We won't know that until the 10K comes out at the end of March

On Thursday, 5 officers (including our CEO) of Acumen filed 144 Forms to sell an aggregate of 90,630 shares. My guess is that that shares were issued a year ago as a year end bonus to these 5 officers.

ABOS, under $2

There will be more tax loss selling and no rush to get back in as there will be no phase II results for MANY months.

I think this could be a VERY powerful long term investment but it will require a lot of patience which most investors of today's times don't have. Everyone wants to be a trader and buy at the last possible time.

Agree, a good investment at this price, with a potential upside worth the wait. You are probably right on the reason for the dip, did not expect it. Suppose its a good time to buy more at a ridiculous price.

The recent Evercore discussion highlights on a lot of good points, and worth listening to. Looking forward to updates next Q1 on results of current trials, and new trials.

"Video Journal of Dementia (VJDementia) " post ongoing videos on dementia, and has Acumen videos on the p-tau217 assay.

https://www.youtube.com/channel/UCYnoowKy7NI-5Gp58b_tUfA/videos