Anavex Life Sciences Corp (AVXL)

[Talon38]

Falconer, Very astute analysis as usual. Your scientific and medical insights always add to the body of knowledge we investors require in the long drug approval process.

Your key point that 2-73 is showing that the Sigma 1 mechanics is treating the pathology of a wide number of diseases within the brain is a critical point. The point being that neural restoration is elemental to the brains function or lack of function. It seems to work when there are genetic or process inadequacies in the young as well as failure of normal neural functioning as we age. The Sigma 1 role is starting to come under increased medical focus.....it certainly may have extremely far reaching implications to the health of society!

You are also correct that all of this is not escaping the FDA. It is looking for the most impactful drugs not only to reduce the countries medical costs but to help eliminate the worst medical scourges facing our citizenry. As we know, Scott Gottlieb is a Leukemia survivor.

At this point a large number of Bio/Pharmas have ANAVEX on their radar scope as these drug companies have very aggressive acquisition intelligence apparatus. Still hold that Biogen is near the top because of their intimate knowledge of 2-73 and its potential benefit/threat to their M/S and Az drugs.