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I am sure you did not miss anything.
But to be sure, a trial extension decision was taken based of efficacy data ?
The Australian government looked at the safety data and yes so no reason at all to refuse an extension.
its not the convertibles that kill the share price but just the plain naked shorting LPC does against the company it lends money
Because the effect could only be observed in 7 patients it has no meaning except that it warrants to try this hypothesis in a bigger sized arm.
That is true, and every contract from LPC has that clause and yet every stock they do a deal with tanks.
If the funding will not come from a big pharme partner, it will be bad news for several reasons:
1) for 12 months now Missling has said that a p3 will be funded by a partner, so that would mean he could not find a partner
2) if he does a secondary offer then it will be at $4 iso $8 last week, which screws us shareholders as he would have to emit double as much shares for the same amount of cash
3) if he activates LPC then the share price will tank again due to their bad reputation of shorting
New Facebook group created called "real Anavex longs", only for true believers.
Did you loose me?
You don't even need to be a US citizen! I will try and do it this weekend.
https://www.foia.gov/faq.html#who
"Generally any person – United States citizen or not – can make a FOIA request."
Concluding from the poster we need a sizeable arm that is only on 2-73
Perhaps n=100 for each arm, 300 total, should be acceptable with adaptive design
Okay thanks, I am unfamiliar.
Who is Steve Wynn?
10% of 32 patients or 10% of 27 patients.
Seriously, this needs to be confirmed in a much bigger trial before conclusions can be drawn.
Great volume but hardly moved the price. This means accumulation?
It usually first runs into the call and then tanks. Perhaps with Zika in Florida it could be different this time.
I get the early 2017 from an interview with McFarlane, not Missling. But it would be nice if Missling could inform his shareholders on the near term future, timelines and milestones.
Lets hope you are right!
Who initiated does not matter, he should have thought twice, check with Anavex... This is not his first trial!
Jup quiet he should be.
Start date for p3 has been mentioned as early 2017. How will they do this if the cash is not forthcoming shortly?
He was also enthused about PRAN
QED
Correct long term it probably has little effect but it sure created false expectations in the short term.
We are a long time away from market sales.
No I do not cut him slack. He should have not been allowed to communicate about handpicked trial results to the press. He should have realised Anavex is a publicly traded company and that words have consequence.
Good idea. McFarlane raised all our expectations and then could not back the reversal up with data.
Sorry but disagree that the expectations were fanned by management. They were caused by MacFarlane over in Australia and his stupid media campaign.
He has indeed given himself a lucrative pay and lots of shares, but the bigger question on the p3 is a simple one: how will they pay for it ?
1) big pharma partnership
2) dilution, but then why not at $7 iso now at $3
3) activate LPC deal, but then expect another nosedive
The bigger problem I see is that McFarlane created expectations that these 3 patients were representative for the whole trial. The data presented could not live up to these expectation. Disease stabilization at 31 weeks is itself great, but not if you were expecting a reversal.
There should not have been a follow up PR if the original one was clear and not subject interpretation or misrepresentation.
This is the second time they have to resort to clarification emails!
This means they do not learn and that is a pity.
Could be true, but thats why you hire the services of IR companies!
But 2-73 is a CURE for Alzheimers, NO DOUBT, the painter and musician had DISEASE REVERSAL.
READ the SIGNS.
Thank you for posting the link!
It kinda bugs me that this is now the second time in a row they have to put out a clarifying PR to say that the presented data is actually good news. You would think that Missling has learned.
Perfect conclusion Karin: more data is needed along with a larger sample size.
Now my question is how will they pay for it? This is the key component missing. Missling needs to communicate a game plan, lay it out how the next months and years will be.
Agree with your analysis. And McFarlane has a history on this. Lets hope future clinical trial sites will adhere to higher standards of professionalism!
Yet he does not mention how he will pay for a p3...
Last November it hurted more from 14 to 3. Question is where will it bottom out.
What exactly do you think the company did wrong? Timing of the release? Wording of the release?
A partnership or government grant would be a good validation
This what the poster says on MMSE
Statistical analyses also revealed overall ?-MMSE-scores maintained at the same level and effects were confirmed with Bayesian inference calculations
It concludes with:
Disclosure: I am/we are short AVXL.
Somehow you ignore that maybe I have thinking capabilities of my own.
Without any medication patients decline. The effects of Donepzil are zero after 12 weeks. Yesterday's presentation indicates that at week 31 patients are still in the same stage as in week 0