Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
RedShoulder listed the five in-play CNS drug biotechs. Worth considering them all, below:
1. SAVA, Cassava Sciences Inc.
Their Alzheimer’s/CNS play: Simufilam
How it works: “Simufilam is a proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA), a scaffolding protein, in the brain.”
https://www.cassavasciences.com/simufilam
Their problem(s): Legal petition to stop FDA trial of the drug; alleged factual misrepresentations.
https://www.glancylaw.com/cases/cassava-sciences-inc/
2. ANVS, Annovis Bio Inc.
Their Alzheimer’s/CNS play: ANVS401
Their problem(s): In clinical trial results, efficacy scores are not statistically significant compared to placebo.
https://seekingalpha.com/news/3721385-annovis-bio-anvs-loses-nearly-half-after-presenting-alzheimers-drug-data-at-aaic-2021
3. CRTX, Cortexyme Inc.
Their Alzheimer’s/CNS play: atuzaginstat (COR388)
Their problem(s): The main phase2/3 clinical trial is yet on-going; no results until the end of 2021. The drug suppresses an oral bacterium, Porphyromonas gingivalis, of presently dubious involvement with Alzheimer’s in the brain or nervous system.
https://dementia-monster.blogspot.com/2021/01/if-not-ban2041-what-about-atuzaginstat.html
4. BIIB, Biogen Inc.
Their Alzheimer’s/CNS play: Aduhlem
Their problem(s): Multitudinous. Simply, the drug just doesn’t work, is exorbitantly expensive, has side effects (brain bleeding), and the FDA approval process is under question.
https://chicago.suntimes.com/2021/7/13/22574122/aduhelm-fda-investigation-alzheimers-patients-deserve-full-truth-editorial
5. AVXL, Anavex Life Sciences Corp
Their Alzheimer’s/CNS play: blarcamesine (Anavex 2-73)
Their problem(s): No human clinical data yet available to submit to the FDA; trials yet on-going, won’t finish until late 2021 or into 2022.
Ok, then, who would intelligently decide to plunk down a portion of one’s equity investment funds on any of these Alzheimer’s/CNS plays? On the face of the commonly-available information, not a wise thing to do.
Here, many of us who have scrutinized the science of all of these have seen that the problems of the first four company’s are deep and unresolved; most likely never to be. Not so for Anavex, however. So far, no clinical data that the FDA can ponder, but an abundance of pre-clinical murine and human safety and tolerability data which indicate that the results from the three on-going clinical trials, Rett syndrome, Parkinson’s disease dementia, and Alzheimer’s will be entirely positive; allowing FDA approval of blarcamesine.
For most, who don’t understand or have no confidence the in science of each of these companies, a wait and see stance is advised. Wait until the FDA approves a company’s new drug before committing personal dollars to own a bit of the company.
But if the understood science is both good and accurate, buying in before FDA approval happens, some time in the future (for Anavex, in 2022 or 2023), ultimate financial rewards (value gains) will be significant.
Personally, the only game I’ll play in is Anavex. I’ve purchased my pre-season tickets, will attend the Home Opener the day the FDA approves blarcamesine, probably first for Rett syndrome. Then, big road games for Parkinson’s disease dementia, and finally the 2023 CNS World Series victory with Alzheimer’s.
Salubrious: "health-giving"
Yes! At the start of the causal chain.
The "magic" is moving upstream in the causal chain. It appears Blarcamesine may do just that.
Tells of blarcamesine cellular salubriosity.
I am waiting for you knowledgeable posters to address this technical article from Italy that Kentucky posted yesterday.
There’s a molecule that will do that.
I sure could use something to calm my neurons down and stop the neurorigidity.
Nope, it's not.
It's not a neuropathy miracle cure.
Not Until Rett Results
there is no news that can move this up..
Blarcamesine BS (salubriosity).
Salubrious: favorable for or promoting health or a healthful condition; adjective salubriosity.
Accurately and concisely conveying the traits, functions, and outcomes of blarcamesine therapy can require some pretty long, involved phrases or sentences. This proprietary Anavex molecule simply does so much, with so many good things in cells, especially neurons.
Of course, to date, little of this has yet been known, recognized, understood, or accepted by either investor or medical communities. They’ve regarded Anavex topics to be just BS.
Actually, that acronym does apply, if properly understood. I hereby suggest a bit of real Anavex BS, Blarcamesine Salubriosity; noting that the molecule is so particularly salubrious; health-giving.
Rett; then Fragile X; then Autism?
The incidence of Fragile x is about 5x that of Rett.
Published in Nature's Scientific Reports.
Publication of a paper in the prestigious 'Nature' is a real win for the company.
My error.
The article is not published in the flagship journal Nature, but an associated journal.
Yes, trial results will move the stock.
Nothing to move this stock until Rett approval or alz data, probably nothing this year.
In Nature, no less.
Readers should understand that the new paper, telling of new, affirming data and findings about blarcamesine treating CNS conditions, in both transgenic mice and real humans, appears in Nature, one of the two biggest, most respected journals of science research globally. Nature is centered in Europe, The other one, Science, of the American Association for the Advancement of Science, is centered in the US.
Every researcher in the world dreams of getting a paper published in either of these journals. There is no better journal to be listed on one's resume or curriculum vitae. Rejection rates for both journals are very high; editors select only the best papers, having the most important and significant information.
In regards to blarcamesine, let the reader discern.
From the new paper’s abstract. Rather definitive:
The present findings support the viability of S1R as a therapeutic target in FXS, and the clinical potential of blarcamesine in FXS and other neurodevelopmental disorders.
It’s for new viewers.
Some have taken offense at George's frequent postings of Anavex science information.
Take note. What George posts is solid information, facts, dealing with Anavex. Those of us who’ve been reading this message board for some time (now, for years), know and are aware of the information George and some others post. But many site visitors are new, trying to learn about Anavex Life Sciences Corp and their molecules.
As though this were a trial, George sets the Anavex information openly on the table, as “evidence,” allowing and promoting examination and cross-examination of it.
Again, George, thank you for continuing to post useful and informative science data on blarcamesine. New viewers need to learn of it; examine it themselves. New viewers can’t easily find or access such information. You’ve done the good work for them. Continue....
A competitor gone?
Well, now what? If some proposed Alzheimer’s drug — what was it, ‘Simulflam’ — gets eliminated, what is blarcamesine going to be negatively compared to? Blarcamesine’s just gotta be worse than other new drugs, from other real, pharmaceutical companies.
Is the company well-named?
When I first learned of the company’s name, “Cassava,” I thought it curious, at least.
Cassava, Manihot esculenta, is a tropical root crop, producing massive amounts of carbohydrates, including tapioca.
But before cassava roots can be eaten, they must be carefully macerated and washed, to clear toxic chemicals that if allowed to remain, produce cyanide. Improperly processed or ill-prepared cassava is rather poisonous.
Why would someone name a drug company, of all things, for a tropical root that is, of itself, toxic, poisonous, with cyanide as its toxin?
Ok, there's real evidence.
The drug works and it's only a matter of time before that's 100% proven
Once again, what's the evidence of error?
What you've described about blarcamesine is wrong.
Evidence of blarcamesine dysfunction cheerfully invited.
--again an excellent explanation of what we have---thank you !!!
Temporary, short-period benefits; or permanent ones?
...the effect of simufilam is temporary, and then patients continue to decline -- similar to (but presumably safer and a bit more efficacious than) Aricept.
Just a matter of time.
Some ignorantly chose to dismiss facts until some other "experts" review them.
Are facts facts?
The problem at the moment is this hasn't yet passed peer review.
Some will win, others lose.
Did that help?
Speak for yourself.
And we don't even know if 3-71 is efficacious in human disease yet,....
The chemistry is un-complicated.
What Anavex organic chemists? I don't see any on staff....
Big Pharma won’t wait. They’ve failed already.
You certainly know enough organic chemistry to know that as soon as 273 delivers its p3 results, every BP in the country will be looking at various isomers that are technically and legally different chemicals, but close enough to 273 to produce similar results.
For yet another CNS disease, blarcamesine works.
Peer Reviewed paper regarding Blarcamesine for the treatment of fragile X syndrome and other autism disorders.... https://www.researchsquare.com/article/rs-189177/v1
There will be no useful competition.
...273's overall market share could diminish as competitors come on line,....
The market won’t make Anavex 2-73.
Market wants to know 273 works for alz....
Shape ain’t right for toxicity.
This [the molecule’s unique molecular structure] may explain why blarcamasine seems to have no side effects: It is suited to interact with a target that has a unique structure, and the inference would be that blarcamasine cannot interact with other proteins because they are too different in kind from the S1R.
Two perspectives: Before or after an FDA decision.
I hope this is sarcasm [My statement that “Until the FDA approves the drug, it is categorically and unconditionally unsafe and ineffective. Period. ”]
Of course...
Don’t dismiss the placebo or even nocebo effect.
No, it’s the stock message board effect.
-" very high rollover rate into the open-label study which was over 95% which is extremely high."----what is significance of this ??? Why do patients want to stay on the drug ???
It’s not just my defense.
Best defense of our drug I’ve ever heard.
The lack of evidence of unsafety or inefficacy.
..."are there any credible contradictions out in the scientific community to any AVXL claims?"
Again, the profound blarcamesine safety factor.
We get approval for RETT and then the Aussies approve us for ALZ. And PDD gets approved. Our Safety factor has been near perfect in all tests for all of the above.
The turning point to come.
You are asking a lot in a short period of time. The financial community is only beginning to accept the death of the amyloid thesis, and now you are looking for adoption of a pan-CNS approach which has never been contemplated, let alone suggested.
Like the trends.
Well, I purchased a few hundred AVXLs this morning, at $18.52. It’s my first purchase in several years; had a few discretionary dollars to put to work (well, bet on increasing value of AVXL). At the end of the trading day, very satisfied.
I then listened to the segments of the online conference call that weren’t silent. Everything I heard confirmed my expectations; all positive. When the transcript gets posted, I’ll scrutinize everything and re-evaluate. But with Rett results out in the second half of the year, Christmas may be rather joyous. Those data points will substantiate in humans the blarcamesine mechanism of action (MOA), activating the sigma-1 receptor protein, with all of the consequent good things in neurons. The murine (lab rodent) data are revolutionary, but discounted because mice aren’t men (or girls with Rett syndrome).
When the Rett and Alzheimer’s trials data are released, late this year and into next, postings on the Anavex Ihub board (this one) will be different. Gonna be hard to tell how bad Missling is, and how blarcamesine is a failure.
From the start of my interest (and equity investment) in Anavex Life Sciences Corp a number of years ago I’ve always looked to 2023 to be the year of the company’s operating success. It will then be selling blarcamesine across much of the globe, for a diversity of indications. Right now, my composite AVXL cost basis price is $2.33. In a few years, should I be liquidating any of my position (have no intention of doing so), I’d have some substantial capital gains taxes. Instead, I intend to hold my position, reap eventual dividends, but pass the position on to my estate beneficiaries, my wife and children.
Everything trending as anticipated; slowly but deliberately.
Blarcamesine can replace Aricept, immediately.
You had once written that Aricept may take up space on the Sigma1 molecule. I'm wonder if you still think that, as well how long do you think patients would have to stop taking it in order for blarcasamine to be more effective?