
Fraud, as defined as...
Intentional Misrepresentation
Evidence of knowingly falsifying or manipulating data.
Material Impact
Misrepresented data significantly influenced decisions or approvals.
Deception in Communications
Intentional misleading of stakeholders through false statements.
Regulatory Violations
Violations of securities laws or FDA regulations.
Consequential Harm
Resulting in financial losses, patient risks, or damage to scientific integrity.
Works, as defined as...
Phase 3 trial success or failure, and/or other evidence regarding previous Phases comes to light. Phase 3 success, but Phase 2 fraud, is still a success. Phase 3 success, but Phase 2 fraud, and subsequent disclosure of Phase 3 fraud is a failure.
Timing...
Phase 3 trials ending EOY 2024 and SUMMER 2025
Reading material
Bull case:
https://www.reddit.com/r/wallstreetbets/comments/xjimtz/cassava_sciences_sava_the_real_moon/
https://www.reddit.com/r/wallstreetbets/comments/1crsx8p/sava_on_the_brink_of_alzheimers_cure/
Bear case:
https://www.youtube.com/watch?v=_iRNeJXfkO4
https://www.reddit.com/r/wallstreetbets/comments/1f2vm4f/cassava_inc_ready_for_a_spin/