Cassava Sciences vs. Biogen
Mighty Biogen (NASDAQ: BIIB) is a massive biotech, weighing in at $50 billion (market cap). Tiny Cassava Sciences (NASDAQ: SAVA) is less than one-tenth the size, with a valuation of $4 billion. Both companies are pursuing Alzheimer's drugs.
Alzheimer's is a massive market opportunity -- over $100 billion by some estimates. Biogen recently got its Alzheimer's drug aducanumab approved, even though it failed to beat a placebo and might cause brain bleeds. Cassava's drug, simufilam, is about to enter phase 3 trials later this year.
Which company will ultimately win? Motley Fool editor and analyst Olivia Zitkus and Fool.com writer Taylor Carmichael try to pick the stronger investment for Fools. (But first they have to figure out how to pronounce those drug names.) This Motley Fool Live segment was recorded on July 30.
Source Fool.com
