Annovis Bio (ANVS) H.C. Wainwright 27th Annual Global Investment Conference summary

Alzheimer's drug development landscape

• Recent years have seen approvals of drugs that slow cognitive decline but do not improve cognition, with over 180 Alzheimer's studies ongoing and more novel, orally available drugs expected in the next 2–3 years.

• Earlier drugs were symptomatic, improving cognition short term by increasing acetylcholine, but did not prevent nerve cell death.

Mechanism and benefits of the new drug

• The new drug targets four toxic proteins (Aβ, tau, alpha-synuclein, TDP-43) by inhibiting a homologous mRNA region, reducing all their levels in the brain.

• It is both symptomatic and disease-modifying, improving axonal transport and protecting nerve cells from dying, with no reported side effects.

• Animal studies in traumatic brain injury and glaucoma models show the drug prevents nerve cell death and reduces inflammation.

Human clinical trial results

• Early small studies in Alzheimer's patients showed significant cognitive improvement (3.5–4.5 ADAS-Cog points), confirmed in a larger subgroup analysis.

• The drug demonstrated efficacy across all tested subgroups, including those on other therapies, with different demographics, and in both APOE4 positive and negative patients.

• In Parkinson's disease, the drug reversed cognitive decline and improved biomarkers of nerve cell health and inflammation.