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Where is the completion PR?
Why would they choose not to release it?
This is BS!
I’m guessing it’s either this week or he may not do it at all.
Can’t for the life of me think of a reason not to do it. Not a good one at least.
SVP of Quality Assurance
Any insights as to what she may be assuring the quality of?
That would be a huge mistake. He’s having a coming out party.
He made the videos.
He wants people to know.
No more hiding. Time for a pump.
Get science out there, get publicity, get coverage, get partners excited.
There’s a plan being crafted.
When you say 16 for 16 that implies success in all.
I’m assuming you’re counting the trials in their pipeline chart. Many of those haven’t started yet.
Any chance Missling opts not to PR the Alz completion?
I’m thinking no. The PR will start the countdown clock and bring in buyers, speculators, momo players, etc. It would be great exposure especially in a down market.
It seems like he is done being under the radar. Time to bring the kraken out for a little play time. No point in holding back.
I think retail investors, smart money, scientists, etc. are starting to realize that little ole Anavex may just be on to something. With all the failures happening, a CNS story that gives hope is what everyone needs.
The message will spread. Missling is doing a good job explaining new science. A few more articles of hope and a changing paradigm will go a long way.
With the few PRs that are coming, Anavex and the Sigma 1 will be buzzing. Looking forward to a few good months.
A story stock in the making.
Missling being savvy finance guy he is should want to pump the SP as much as possible before the the Alz readout.
Get a nice war chest of cash just in case, good or bad we will need it.
Get the Alz completion out and then the PDD OLE results. Get some more coverage and sprinkle in a little fomo.
Is there any reason whatsoever to hold back the TLD for our PDD OLE?
Many reasons to release it sooner rather than later. You’d think he’d want it out ASAP. Unless bad of course.
It shouldn’t take long to crunch that data.
Let’s get a Missling surprise. Come on.
Next couple weeks?
Is it just a coincidence that we get covered after R and D day?
I’m thinking no. I’m also thinking they and many others have already been doing HW on Anavex. We have been on the radar and attending bigger and more prestigious conferences.
Almost like seeing a star basketball player rising through high school. And saying, this kids gonna be big.
They’ve been watching. They know we are about to graduate and the scouts are watching keeping a keen eye on who else is interested. Once someone big like Berenberg takes notice, others start to say, what do they know? How come we haven’t been watching that kid?
All of a sudden, you have a bunch of scouts at the next game and one on one meetings set up with all of them.
I def expect several more in the coming days/weeks. They know what announcements are coming. And since Missling told them and he knows now his word must mean more than it ever has, he will do his darnedest to keep his word. Bigger firms, more ears and eyes, equals greater accountability. He better think twice now before over promising.
This is just what we needed to get things going. What analyst wants to be late to the party?
Duncan is prob rethinking his target right about now.
Are there any other pre-revenue biotechs doing so many trials with one drug?
5 + trials and adding with the same drug at the same time. Seems nuts for such a small company on a tiny budget.
All this for under $10 and way under a billion market cap. Can you say undervalued 10 times fast?
Talking about prophylactic possibilities? Even more nuts.
Then bringing up 3-71 at the same time! What? Going after 3 indications at once in the same trial. Ha!
Branding - Sigmaceptor Platform
Awareness and support by 3rd parties
Educating while bringing Wall Street along
Tapping rare diseases communities, leaders, etc.
Craziness! Analysts. Where the F are you? Journalists - do your job!!
How long will it take for firms to initiate coverage? Before or after Alz completion announcement?
Many of these firms are already familiar as Missling has done presentations for them.
Tired of Duncan and the other goons. Need some new money. New eyes.
The next few months could be exciting.
The science explained today clearly demonstrates the depth and breadth of knowledge we have on our compounds. It showed a methodical approach to our comprehensive research.
It was refreshing to see the different faces at Anavex along with their expertise. They laid out a clear path to success and showed the versatility of our platform. It told everyone, we know what the F we’re doing and we’re going to be a serious force in CNS.
Our science is complicated and needs to be explained. This format allows analysts and investors to review and study as needed. In this way it was better than an in person R&D day where the information can be lost because it is so overwhelming. The presentation needs to be digested and the experts explaining them will help.
I actually think the R&D day happened today. This day was geared in large part toward analysts. Do we really think Missling mentioned the day in a PR, raised expectations and thought it was appropriate to just send a video? That would be a joke and send all sorts of negative messages.
I think the video was shown today, in person with a Q&A after each section. Or the video was given out days prior and the in person event would serve for deeper discussion where relationships could be built.
The presentation today told everyone that we are extremely undervalued and that we have a lot to look forward to in the second half. If any analyst or investor wanted to do HW. Here it is. All laid out for you. Our potential and what we’re doing to reach that potential in the short term and long.
You can either come along for the ride or be left out. This is what’s coming. Lots of data, milestones, announcements, trials, presentations, meetings, etc. You want to make money in this market for your investors. Here you go on a silver platter because WGT!!!
Ok. Time to play the what if fantasy world game.
Fantasy 1
Missling was threatened by a major BP. Either a cheap deal, hostile takeover, etc.
Missling says, no way, you wanna play, I'm gonna an investor day and get more parties interested.
Major BP says ok, don't do it, we'll give you what you want. Deal announced shortly.
Fantasy 2
Missling had a meeting with the FDA and showed them our PDD OLE results. They said ok, we'll count that as a P3 and give you Accelerated Approval. Missling halts R and D day for a bigger announcement soon.
Just from reading the boards, it seems many have and have not had any response.
Just strange to announce such a seemingly big event in the company’s evolution, mention that more details are coming and then radio silence.
Missling set expectations in a PR. Can he just ignore what he himself said and pretend like it’s no big deal?
If the R and D day is happening, it was most likely invite only. This or it’s not happening. At least not now.
If it’s virtual, it would have been posted and PRd. No need to keep that a secret until the day of.
If it was in person and retail was invited, it would be a clear smack in the face by not giving them time to make plans to go.
Be good if they webcast an invite only event. Still, why not PR the agenda and say it’s invite only. This would at least get retail to tune in.
Just thinking out loud here. I’m leaning towards, the event has been delayed and we will hear nothing.
“When you have the goods, who cares what your opponents see coming. “
He’s always acted like he has the goods. And why wouldn’t he? Every preclinical and clinical success has produced unprecedented results.
He never embellishes. He lays down the facts and let’s the data speak. The data has spoken but now the story needs to be told.
This is what we have, this is what the data says, these are the next steps to be taken and this is when it will happen. Oh yeah and these are the other Indications that will be treated in the future.
Hopefully the story of how we will revolutionize CNS treatment is clear, comprehensive and compelling. The R and D day, if done well could have a significant impact on how we are perceived. I think Missling knows we need the street to believe in our story.
Why do it now? Are our ducks finally lined up? Analysts, hear us now. This is what’s coming. You can either jump on board or stay with the dying old approaches. But be warned. Don’t say we didn’t tell you when you end up with egg on your face because you didn’t cover us, because you didn’t make your clients money, because you chose not to do your homework, because you chose to doubt.
This is R and D day mofos. This is Anavex!!
I’m giving Missling the benefit of the doubt here. Please don’t let me eat my words on Tuesday! Execute like a boss!!
This is perfect timing for us. We have the chance to be in the spotlight with all of our catalysts lined up this year.
Any company, firm, analyst, BP worth their salt should know about us and what we are about to unleash.
Let’s FN go Missling. Make it a Tuesday Newsday for the ages!
Why does everything have to be a guessing game? Why are the shareholders confused about what the company says?
Why do we even have to question whether or not a self imposed timeline or event will actually be met? Strange that we don’t even know if this event is happening.
Why do we have to make grand excuses for mishaps? Secret plan, close to the vest, negotiating, scared of a take over, etc.
R and D day could be significant if done right. We shouldn’t have to guess, or question or make an excuse.
Too bad I can’t say with confidence that it will be. Or if it will even happen. Or who is invited.
It’s on Tuesday for Pete’s sake. Nothing on the website, no additional details. It’s a super secret guessing game!
Will it happen or won’t it, am I going or not, is there anything of significance or new that can’t be found by anyone at anytime? Who the F knows.
I sure hope those that were invited know more than we do. Wait. Was anyone actually invited??
May give them a chance to look really smart. They cover us. SP goes up. Everyone makes money. Spread the love.
Get the street on our side.
Yea. Smart money does not want to mingle with the common folk.
We’ll know if it was effective afterwards. Gotta give them a chance to get in cheap before a few sp increasing announcements.
We didn’t play nice before but here’s the opportunity now. Come along for the ride.
I guess tomorrow is the last day for a PR since the market is closed on Monday.
Don’t think they’ll PR the day of. So a delay is quite possible.
The only 2 explanations I can think of for no PR today
-Event delayed
-Everyone that Missling wants there got a personal invitation and needed to rsvp.
-Let’s throw in quiet period because something yuuge is happening just for fun.
I guess they could PR the R and D day details tomorrow and just save any other PRs for Monday if they have any others.
They most likely won’t PR anything on Friday. I just don't get why Missling would leave so little time for planning if people want to go. That is unless it's all virtual which would be terrible.
Maybe he didn’t get the data he needed for some of the presentation. Unexpected things happen. If that’s the case, we will just hear of a date when they are ready.
First of its kind for us. Needs to be good.
Good post. Biomarker connections between the 3 diseases would be great to see.
Starting to wonder if they are delaying the R and D day.
You’d think they’d post in front and center on the site so interested parties could find more info on it.
Maybe a week before the event is too much notice. Who knows.
Thanks Nidan. Always enjoy your posts.
We all know he has a plan. In your opinion, is he doing a good job executing it? I know that we see only surface level execution and at times it’s been sloppy. And we all know what they say about perception. I understand there is much going on behind the scenes that we don't know about. However, building confidence and trust is part of that plan.
I think that’s what many here, including myself at times struggle with. Simple errors and follow through lead to doubt on the execution aspect. I still have faith but it’s waning quickly.
We all know what he has done so far and it has been great, but was it done well and expeditiously? He's done trials, but are they big enough, he finished the Alz but do we need another, he finished Rett but we need the Excellence, he finished a great PDD but wheres' the follow through, etc. We know the rest.
“Most leaders would agree that they’d be better off having an average strategy with superb execution than a superb strategy with poor execution.” Stephen Covey
“A good plan, violently executed now is better than a perfect plan tomorrow.” George Patton
“Greatness is more than potential. It is the execution of that potential.”
Good post. I just don’t like the fact that Missling is a one man show with no checks or balances on the day to day.
Yes we have a board but they are not involved in the day to day. Who is telling Missling: we should do this and maybe not do that, this is not good enough it should be like this, etc. ? Oversight, guidance, etc.
I know he has a team but I wonder how involved they are in the decision making process or does Missling come out of the office and say, we’re doing this and everyone nods and says. Ok I guess we’re doing that now. Sometimes leader need to be questioned and guided. I hope someone is doing that for him.
There’s no I in team.
Be kind of strange not to have a PR about the R and D day that is a week away.
Tomorrow?
Ok Missling, time to let some PRs rip. Let's generate some buzz to entice people to come.
We know he can't discuss nonpublic info so if there isn't any new info to discuss, who would want to go? Especially if they can just go to the site to find out everything they need.
On another note, some think we can get the PDD OLE data. Not sure that's possible. Does any recall how long it took to get any OLE data from the 2a? That should give us a good gauge. I tried to look but it was difficult to figure out.
So what can he give us that's new? What will make people want to go? Where is the damn agenda? Let's get this fist of its kind event going.
Big splash or big dud????
Expecting 2 Prs this week. Alz completion and then a PR with r and d day details.
Let’s FN go!!
Not sure. Hope to God it is.
A virtual day will not have the same effect. Doing one that is not in person especially now when Covid risk is low and especially when this is our first would be stupid as F.
IMO of course
This is a “day” not just a conference. So I’m thinking this event will last several hours with multiple presentations by different team members. Q and A after each.
Team members will be around to mingle and have conversations with different analysts or investors.
This is our first event of this kind. He needs to make it worthwhile and go in depth about our platform and future plans. He needs to lay out the data/thesis/proof for our drugs. It needs to be comprehensive and whoever attends needs to walk away with an understanding of what we can do for CNS.
As Nidan points out, a change in thinking needs to occur and people need to be convinced. It better not be sloppy and underwhelming.
Too much to expect? We’ll see soon enough. He knows shareholders have been disappointed on several fronts.
Redemption of more of the same?
If we don’t get some worthy news it will the Duncan and the three stooges at R and D day.
That would be ideal, but not counting on it.
However, I do expect at least one other PR before R and D day. Alz Completion
He better come out swinging on the 21st.
This better be just an appetizer for R and D day.
Especially when the PDD trial data is our strongest to date.
Agreed. Get something done!
I think many investors including myself are at the “This is your last chance” mind set. If he doesn’t deliver many of the catalysts set for this year, you will see a lot more investors asking for a new CEO.
Better tomorrow than next week. Give a little time to digest it and possibly give another surprise PR the following week.
Not expecting a big pop from the news since results won’t be coming out for months. Hopefully they can generate a little excitement before R and D.
In this risk off atmosphere, we will need it to get the spec money away from the beaten up stocks that are trading at better valuations. It will not be easy.
A slow rise into results is what I’m expecting. Unless we get a surprise