Today's PR and KOL ($GANX- Gain Therapeutics)

**The PR**: The UPDRS scores are great. This is what you want to see, even though the study is small and only 90 days. But to me, this isn’t the highlight of the PR. As Gene said, clinical improvement lag behind the biomarkers, and the biomarkers “are predictive of the body getting right”. The 81% GuSph is exactly this. Elevated GluSph increases the aggregation of alpha synuclein and to impair mitochondrial function and other intracellular processes in neurons. Reducing GluSph ... "is expected to impact the progression of Parkinson’s disease (PD).” Translation: By reducing GluSph via allowing proper Gcase function, they EXPECT disease modification. This is the closest they can say it without getting into regulatory trouble. Maybe the most important part of the PR is the confirmation by the PI about the improvements seen-- smell, balance, gait—in only 90 days. The PI worked directly with the patients, and is putting his personal reputation at stake. These are real clinical observations that rose above background noise. Evidence is showing drug is working as it should. **The KOL:** Beyond the experts explaining the importance of GluSph, the following slide the most promising piece of information. The exact patients who had elevated levels of GluSph (which was more than half of the group and includes idiopathic) and that were subsequently reduced in a big way, are the same ones that showed improvements in UPDRS scores. This goes beyond chance, IMO. Also, this does not mean that the other patients won’t benefit from GT-02287. If they can just remain stable, and NOT develop elevated levels of GluSph, that would huge. *Processing img t3vhteak9rbg1...* This was only good news. Expectations of other biomarker movements in only a 90 day period were too high. The company has made this point multiple times. But the large decrease in GluSph, which now shows clear correlation with UPDRS improvements, is the strongest evidence yet of disease modification in my opinion. As I've said many times, I think the science communities, and especially Parkinson's patients, are going to be much more excited about this than the investment community, but eventually investors will catch up. If I didn't have a big position already, this is where I'd start one or add.