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One of the most common drug evergreening tactics is combo
From preclinical studies on combo synergies to the final info for patent granting it seems obvious
but only for the older us apps that are urgently needed for initial protection
the pct apps are from other angles provided by superior ip protection agents
Polsinelli
Perhaps the don synergy was best way to evergreen the ip and once they concluded 2-73 works alone they dropped the don %
Study results vs patent timeline seem to match
What about
wo/2017/013498
wo/2017/013496
wo/2016/064711
Looks like design and mou for ad and epileps
Priority is claimed by provisional us apps
$avxl
The bear thesis is solid so it can't be ignored
a ceo's job is to play the game
shameless promotion
he'd better or he won't win
the market tries to cut him down
Science is not b&w
survival is
40,000,000 measley shares
$avxl
Who exactly do you think
Does the books?
Meets with prospective partners?
Prepares the slides?
Gives presentations?
Coordinates with cros?
Meets with fda?
Submits abstracts?
Holds shareholder meetings?
Writes the prs?
Communicates with ta?
Negotiates financings?
Prepares the financials?
Organizes sab mettings?
Updates the clintrials?
Meets with congressmen?
Attends investment conferences?
Transmits the fillings?
Handles patent issues?
Conducts board meetings?
Doesn't play golf?
It certainly isn't you!
$avxl long
Bearish: It's a classic drug failure setup and the truth is about to come out with a heavy coat of whitewash
Bullish: Prof Christopher U Missling
$avxl long
We've put a dent in that summerfest supply ourselves!
Here's to this very anavexish silent period ending with blowout good news
$avxl cheers!
This is the one over 1500 references
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4906365/
$avxl long
I covered my 23s @ 4.50
$ntrp sell
Treatment emergent adverse events of 64% in the 40ug group causing termination of subgroup and early end to study?
Not safe at all
$ntrp short
Pre-084 is the reference standard that is schedule 2 and developed by nih
2-73 is an improved synthetic
it's as novel as hemmingway lol
thanks for the alt perspective though
$igc has some good bs brewing imo
$avxl buy
I think reward is the weighty part of the equation given the proposed moa of anavex' candidates
your bear thesis is accurate and likely appreciated by many but i believe many of this choir you are preaching to have been in this one for years already
i admire cheerleaders but don't take them too seriously
You appear to have keen insights
what directly comparable alternative to $avxl would you recommend in this space?
My god you're right!
It's still a $4 stock
And we need a more powerful trial
Risk vs reward mean anything?
Until definitive results then thanks i guess
$avxl long
That is why i checked the pair
Comming down to the wire!
I guess the clock resets on this the lawyers know what they're doing
Relieved to see the update
Its coming soon!
$avxl
Yes 2-73 is fully assigned to anavex
the recent pair docs show he refused the final declaration for grant
obviously he is not happy with the 6% terms
Remember the no patent issues answer by missling?
Likely there were issues afa dr v was concerned but the agreement is binding
2-73/don combo would be new soc with huge sales out of the gate
Yes and explains the delay in final grant
a license deal will come on the heels of this patent imo
robust p2b in early ad population
also starting 3 trials in 2017 just means registration
recruitment and first dosing for pk and rett in 2018
P2/3 in ad won't dose until late 2018 imo
$1 billion mc by then to match
Vamvakides refuses to declare assignment of 13/940352 to $avxl so co filed sub statement on 7/11
Sorry if repost been on the boat
https://www.ncbi.nlm.nih.gov/pubmed/28697564
More new 3xtg-ad data
Check out this very recent pub
Goes deep but relevant to the moa su and maurices work
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5445107/
$avxl
https://www.ncbi.nlm.nih.gov/pubmed/20470749
$avxl long @ 4.64
Added 5600 @ 3.67
Dream come true?
$avxl long 17233
Bryo is poison
fda will hold the ind
Too many failed trials
Additional studies warranted
longer treatment duration
They cut the study in half!
Earlier stage disease
Well yes of course!
Optimal dose finding
Should be what a p2a is for!
Larger study to asses efficacy
a p2b/3!
Tragically failed study design to top it all
Safety + effect size = failure
$ntrp cover @ 5.60
Easy $$$
Anybody remember the 3-71 slides by h hall at ad/pd?
It mentioned another study in younger tg rats was forthcoming at the end
the version on site is missing this reference
i also don't remember pages citing
Hall et al, 2017, in preparation
Very curious
$avxl
What did they hope to achieve?
Iv dosing bi weekly in severe cases mmse 4-15???
Going to get patient cooperation much less a therapeutic effect?
Then read alkons statement "major early causes"
Wtf?
Obviously a desperate attempt to get results so an approval could finance analog synth dev of compounds to treat these early causes
this will settle in cas and $ntrpt will be done
$ntrp short
Sun therapeutics presentation
P1-053
Aducanumab
I recall reading partnership going into pivitol p2b/3 and planning for next phase in presentation s in 2016
My need for links to back that up may be less also
$avxl long
Disease modifying therapies in ms made biogen
there are 13x as many ad sufferers
bears are correct that many bio investors have gone down in flames thinking it was a sure thing
Few had the same risk reward ratio
And what about dr hall's 3-71 preclin in young rats?
Another missing piece that surely should be done by now
Understandable all are on edge here
is the ceo to be trusted?
I think so
did hire fadiran for a reason imo
I know the corp counsel has to call the morning of to confirm accelerated effect
If they don't sec sends that letter
it was effected 4 days later on 13th so its moot
The mmse is the standard
if 2-73 helps neuro cell homeostasis and normal waste clearing during sleep it would be dmt imo
n=? After 1.5 years may be vital
Buying from primary market programed to trickle report to tape
tute tute!
Was the lpc cap 50k per day?
Could have been that surge
now hitting again nice
Taking $ @ 5.60 $avxl
Boom! 10k boom! 13k
Ask 5.46 hahaha
$avxl
Atm buying
Raising funds before the pop per agreement
I had the new rule in mind but missed the nih sponsored requirement
if aaic passes with no news this will see low 4s again i fear
has to be a good reason for silence on so many fronts though
In the green today at least
$avxl
When will $avxl release final outcome and pk/pd of the p2a if not at aaic?
Should they not be doing this along with announcing next phase design?
Seems they pr attendance 2 days ahead and always present late breaking anyway
The study record will have to show completed eventually unless they abandon the drug right?
Good point read the deal
https://www.firstwordpharma.com/node/1372553
Only m1/4 compounds and compared to sigmaceptors only reason they have not sold out is they're holding out
No patent announcement
no aaic abstracts
options awarded for milestones
bot 1300 5.13
No 5.12s but got some!
Oh yea 13/777471 also about to grant
$avxl long @ 5.37
Hahaha got a bunch of 5.20!
The good doc just did throw a bone by waiting until after the holiday
Have a great one all!
$avxl long @ 5.42