SureTrader
Cannabis Stocks News
Interactive Brokers Advertisement
Home > Boards > US Listed > Biotechs > Anavex Life Sciences Corp (AVXL)

Pete, the MtTA took place with a backdrop

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
Talon38 Member Profile
Member Level 
Followed By 5
Posts 348
Boards Moderated 0
Alias Born 12/13/16
160x600 placeholder
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 8/14/2017 5:15:55 PM
Securities Registration: Employee Benefit Plan (s-8) "Edgar (US Regulatory)" - 8/11/2017 5:22:15 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 8/11/2017 4:42:04 PM
Quarterly Report (10-q) "Edgar (US Regulatory)" - 8/7/2017 4:41:07 PM
Anavex Reports Fiscal Third Quarter 2017 Financial Results "GlobeNewswire Inc." - 8/7/2017 7:00:00 AM
Anavex Life Sciences Appoints Distinguished Researcher in Neurology and Epilepsy to Scientific Advisory Board "GlobeNewswire Inc." - 7/20/2017 7:00:00 AM
Pharmaceutical Leaders Pave the Way to New Alzheimer’s Treatments "NetworkNewsWire" - 6/15/2017 7:00:00 AM
Notice of Effectiveness (effect) "Edgar (US Regulatory)" - 6/13/2017 6:03:09 AM
Anavex Life Sciences to Present at Jefferies 2017 Global Healthcare Conference "GlobeNewswire Inc." - 6/5/2017 7:00:00 AM
Securities Registration Statement (simplified Form) (s-3) "Edgar (US Regulatory)" - 5/26/2017 4:32:21 PM
Anavex Life Sciences Reports New Data for ANAVEX 2-73 in Neurodevelopmental Disorders Including Angelman Syndrome: Data Prese... "GlobeNewswire Inc." - 5/22/2017 7:00:00 AM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 5/15/2017 5:54:40 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 5/15/2017 5:54:40 PM
Quarterly Report (10-q) "Edgar (US Regulatory)" - 5/10/2017 4:29:05 PM
Anavex Reports Fiscal Second Quarter 2017 Financial Results "GlobeNewswire Inc." - 5/10/2017 7:00:00 AM
Anavex Life Sciences Appoints Former FDA Officer as Senior Vice President of Regulatory Affairs "GlobeNewswire Inc." - 5/1/2017 7:00:00 AM
Current Report Filing (8-k) "Edgar (US Regulatory)" - 4/21/2017 6:09:35 AM
Positive News in the Fight against Cancer Fuels Quest for More Good Tidings "NetworkNewsWire" - 4/18/2017 8:45:00 AM
Anavex Life Sciences Reports New Mechanism of Action Data Related to ANAVEX Compounds Targeting Sigma-1 Receptor "GlobeNewswire Inc." - 4/3/2017 7:00:00 AM
Anavex Life Sciences Reports Dismissal of Appeal in the Cortina Lawsuit "GlobeNewswire Inc." - 3/30/2017 8:00:00 AM
Anavex Life Sciences to Present at the 13th International Conference on Alzheimer's and Parkinson's Diseases AD/PD™ 2017 "GlobeNewswire Inc." - 3/29/2017 8:00:00 AM
Additional Proxy Soliciting Materials (definitive) (defa14a) "Edgar (US Regulatory)" - 3/17/2017 6:06:45 AM
Anavex Life Sciences to Present at Oppenheimer 27th Annual Healthcare Conference "GlobeNewswire Inc." - 3/15/2017 7:00:00 AM
Anavex Life Sciences to Present at 14th Annual BIO Asia International Conference "GlobeNewswire Inc." - 3/13/2017 7:00:00 AM
Proxy Statement (definitive) (def 14a) "Edgar (US Regulatory)" - 3/10/2017 7:17:05 AM
Talon38 Member Level  Saturday, 08/12/17 02:48:10 PM
Re: tradeherpete post# 115235
Post # of 115864 
Pete, the MtTA took place with a backdrop of Biogen seeking the "holy grail" of M/S, nerve sheath remyelination. You effect remyelination and you revolutionize M/S treatment and render much of that current drug market obsolete. Since Biogen derives most of its revenue from its M/S drugs the MTA was/is a pivotal event. Meanwhile, Biogen is proceeding with a hugely expensive 2700 participant P3 for Aducanumab for AD. That participant population has been moved way left to pre and mild Alzheimer's and will not read out until 2020. A successful ANAVEX 2-73 P3 for AD torpedoes Aducanumab in the Bermuda Triangle of Amyloid Beta and Tau.

This is why Biogen faces IMHO a critical decision over the ANAVEX partnership. It has more to win or lose than any other Bio/Pharma but, if they hesitate or play hardball there are others I believe in the wings.

Little more DD on the subject from a July post.

----

Plex, Me too. Given apparent positive results of the MTA and the negative results (see my post from earlier this month the subject) of Biogen's remyelination drugs, I think we might just see a joint ANAVEX/BIOGEN PR on the subject of collaboration/partnership in further testing of 2-73 for M/S.

A mixture of conjecture, hope and DD.

------
(from a 2 July post. Correction. Opiicinumab was in a P2 trial)


Here is some DD on the MTA with Biogen.

Anavex announced the signing of the MTA with Biogen in Sep of last year. It was to consist of an OPC assay which if successful would lead to an "in vivo remyelination study". At that time Biogen had two remyelination drugs, BIIB061 which was in preclinical P1 and BIIB033 Opicinumab (anti-LINGO) in P2. In April of this year Biogen chose BIIB033 over BIIB061 and dropped that drug from its pipeline. Meanwhile, Opicinumab has been in P2 testing its remyelination capabilities on 82 patients with optic nerve demyelination. The initial results have been poor(see below). This may explain the delay in reporting on the 2-73 remyelination results, especially if they are good. An effective remyelination drug would set the entire M/S drug world on end and literally force Biogen into a partnership as it makes most of its current revenue from its M/S drugs. I think it would also see 2-73 as a usurper of its efforts with Aducanumab and the newly acquired BMS anti Tau drug in the Alzheimer's arena.

IMHO the quietness belies what may be going on behind closed doors. Anyone know if Dr. Missling has been making any trips to Cambridge, Mass? A little mystery over the holiday.

Have a great 4th...is this a great country or what!!

-----

https://multiplesclerosisnewstoday.com/anti-lingo-1-biib033-opicinumab-for-rrms





Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
X
Current Price
Change
Volume
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist