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Investment Ideas by Antonio · Jul 10, 2026

They Were Paralyzed. Then They Joined a Peptide Trial.

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Antonio Linares · Investment Ideas by Antonio

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Consensus is that there is no treatment that restores function after spinal cord injury. The body is good at healing skin, bone and liver. It is famously bad at healing nerves.

I spent forty minutes with people who were in NervGen’s latest trial of NVG-291. Some received the peptide. Some received placebo. What follows is not the trial result, and it is not me telling you the drug works. It is what they lived, in their own words.

I've written at length about why this compound interests me. After injury, scars fill with CSPGs. A CSPG binds a receptor on the axon called PTPσ, and the message it delivers is stop growing. NVG-291 is a 35-amino-acid sequence, half of it borrowed from HIV's TAT segment so it can walk through the cell membrane, shaped like the internal part of PTPσ that passes that message inward. It jams the relay. The receptor still sits there. CSPG still docks. The message no longer goes through, and the axon's own growth programme, which was never lost, switches back on.

My full thesis is here: NervGen: Chasing Ozempic for the Nervous System. The short version is that GLP-1 became a trillion-dollar category because it hit the core proteomic node of metabolism. I think each foundational layer of the body has one such node. The CSPG/PTPσ brake may be the nervous system's.

But that is my thesis. This video isn’t about my thesis.

One of the people you’ll hear from was on placebo. He didn’t recover; he watched others around him and wants back on the drug. I want that distinction to be plain, because in a conversation like this hope and evidence sound identical, and they are not.

NVG-291 is investigational. It is not approved by any regulator. I hold no position in NervGen. Nothing here is medical or financial advice.

⚡ If you enjoyed the post, please feel free to share with friends, drop a like and leave me a comment.

You can also reach me at:

Twitter: @alc2022

LinkedIn: antoniolinaresc

These are opinions only of the individual author. The contents of this piece do not contain investment and/or medical advice and the information provided is for educational purposes only and no discussions constitute an offer to sell or the solicitation of an offer to buy any securities of any company or any drug or medical treatment. All content is purely subjective and you should do your own due diligence.
Antonio Linares makes no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in the piece. Any assumptions, opinions and estimates expressed in the piece constitute judgments of the author as of the date thereof and are subject to change without notice. Any projections contained in the Information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. Antonio Linares does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. Antonio Linares is not acting as your financial, legal, accounting, tax, medical or other adviser or in any fiduciary capacity.

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