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Falconer....agree with you on the medical side, but it raises a question of marketing in developing a stronger, more potent drug before your most advanced drug commercially is on the market. Right now 3-71 is being developed for other neurological conditions, but it will repurposed for Alzheimer's once on the market. How that is handled will be very interesting.
All the markets are down....BIIB, SAVA, ANVS are down, LILLY is up and we are up $1.20 (15%) on a million and a half shares. Experts care to explain?
All the markets are "UP" and Yahoo Finance has us in a "Bullish Pattern" with a Positive Performance Outlook for the short and mid terms.
This results in a drop of $ .54 (-6 1/2 %) over a million shares sold with a positive PR! Someone care to explain the market mechanics? Shorts - MM - Cabal - all three?
Bas.....the coincidence of our drop in price this morning when the company has posted good news about 3-71's cardiovascular safety leads one to question manipulation. As I posted a couple of days ago, the big guys, BlackRock, State Street, and Vanguard have considerably more invested in our competitors such as Biogen and others than in little Anavex. Any stock with a possibility to challenge their favorites can become a target. Lets hope the the truth of our efficacy across multiple neurological diseases will start to turn the heads of these manipulators.
BB....manipulation has to be considered in respect to our progress. Our competition with Biogen has been going on for years since the MS look. View the relative investment in the two companies by BlackRock, State Street and Vanguard. These investment giants' stake in Biogen dwarfs that in Anavex by many millions of dollars. Check this out by reviewing "Holders" for each stock at Yahoo Finance. You think Larry Fink of BlackRock is going jeopardize his investment in Biogen by little Anavex. I'm not sure that he didn't put his fingers on the scale in favor of FDA approval of Biogen and Eisia's two drugs with very marginal efficacy. If you don't hear from me on the board in the future, you know that I've hit a very exposed nerve!
The amount of conjecture and negative comments have become excessive. It reminds me of an old western were the cattle in the corral are milling frantically under the dark clouds and lightning above. A large number of trials for many serious diseases across a number of countries and with a lot of political/economic factors. The men and women of Anavex are doing their best not only to calm the choppy waters of "biotech", but to bring effective solutions to millions of people from babies to grandparents suffering from terrible and deathly diseases. We all have an investment stake in our company, but let us be positive towards each other and pray for the timely success of our drugs and victory over Alzheimer's, Parkinson's, Rett, Fragile X, MS, Autism and many other scourges of the mind and body!
Sokol....great time consuming synopsis of our drugs. The type of analysis that certain big Pharmas must be conducting!
Thanks.
This article from BioSpace has been previously posted, but as it says "companies to be watched" and it seems we are watching with the list of wanted positions. Unfortunately, the MM and maybe the institutional entities (Blackrock, Statestreet, etc) are too and they have a lot more invested in Biogen, Eisai, Lilly among other Pharmas!! Anavex is dangerous to that investment in Alzheimer's!
https://www.biospace.com/article/companies-to-watch-12-late-stage-contenders-in-neurodegenerative-disease/?utm_campaign=Newsletter | GenePool&utm_medium=email&_hsmi=267679380&_hsenc=p2ANqtz-9QqOIM8PnWLKN_4Hs1WiW4Tga_Enum5FDkjojFsiP1kqoqP8tIbamEjS5MkqclwHAtLlntm5yRhV7ED72ZFynUnkzdUQ&utm_content=267679380&utm_source=hs_email
Interesting list of Alzheimer's drugs from the AAIC. More than a few (28) are repurposed drugs and a few are drugs that the Pharmas once gave up on, but with the recent approval of the two 'WEAK' drugs from Biogin and Eisai have regained a new life. Alzheimer's is still a great unmet need with the estimated 6.7 million US patients and an economic gold field....the competition is intense and there will be room for a number of pharmaceuticals to be profitable to include AVXL. As a sidelight, I was sorry to see the president of my alma mater, Stanford University, plan to resign over validity of his past research. Marc Tessie-Lavigue is a neuroscientist who authored questionable papers before he became President of Stanford seven years ago. At the center of the controversy was a scientific paper that dealt with "neurodegeneration which could impact Alzheimer's disease research and therapy"!
https://www.fiercepharma.com/marketing/biogen-tarnished-aduhelm-big-loser-bad-year-pharma-brand-values
https://www.foxnews.com/us/stanford-university-president-resign-board-reviews-decades-old-research-papers
George, Biogen's M&A/Partnership stock is down and Merck is up.
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https://www.fiercepharma.com/marketing/biogen-tarnished-aduhelm-big-loser-bad-year-pharma-brand-values
Interesting US Alzheimer's demographic coming out of the AAIC.
https://www.foxnews.com/health/alzheimers-disease-most-common-us-counties-study-finds
Another small early Alzheimers study (20 patients) with an RMAi bend seeking headlines. See the article, especially for adverse effects commentary at the end.
https://www.biospace.com/article/aaic-first-clinical-data-from-an-rnai-therapeutic-for-alzheimer-s-continue-to-impress-/?utm_campaign=Newsletter%20%7C%20GenePool&utm_medium=email&_hsmi=266627021&_hsenc=p2ANqtz--8CKdzFYFyhooBACxtXt71k_EH24uzTI4fwCtZXjUPY8S_t2oz89xRXHVysrcbeylPM7vCrVkF5x6Gjv3VCbCCsvR0ww&utm_content=266627021&utm_source=hs_email
Leqembi's rollout is facing more hurdles. Beside high costs and known debilitating side effects, its efficacy appears to be gender related with females possibly doing less well than their male counterparts. The Alzheimers world is looking forward to an effective pill with very little side effects and better economy.....millions are waiting for Anavex 2-73!
https://www.newsmax.com/health/health-news/alzheimers-medication-leqembi/2023/07/11/id/1126726/
Leqembi's rollout may have some uphill to it with all its registration, analysis and precautions!
https://www.biospace.com/article/on-the-cusp-of-full-approval-leqembi-s-rollout-could-face-challenges-/?utm_campaign=Newsletter%20%7C%20GenePool&utm_medium=email&_hsmi=263054278&_hsenc=p2ANqtz--xXykBJ9ZRh8uatCbh6-oa3GUzDSppXiKM-lu5PLsq8Mo1-g5L2rDTn9ilA7z38cbUVL5wGo0w7ZNrIxjckbuuZ-Qw4A&utm_content=263054278&utm_source=hs_email
George.....had a beautiful tour of Glacier Bay, God's spectacular handiwork!
Guess our stock was waiting for my return.
I've been in Alaska on vacation for the last 10 days. What prompted the high volume today?
Nidan.....Biogen and Eisai appear to be a step closer to complete approval of liqembi despite adverse effects. One would think that this a good president for 2-73 and its outstanding safety record....Biogen and Eisai have lowered the bar and the public should opt for the "better" efficacy and safety of 2-73.
https://www.biospace.com/article/fda-indicates-potential-full-approval-for-eisai-and-biogen-s-leqembi-ahead-of-adcomm/
Power....my response/guess is that the writer of the article was estimating what discretionary funds that JNJ has for M&A and mischaracterize the figure as MC????
An interesting article on Biotech and big Pharma M&A. It says that Pharma's have lots of cash and are driven by their products facing "generics" as will as Medicare pressure on high drug costs. Elsewhere in the article is the statement that Pharma is looking for "small molecule" pill drugs versus injectables and infusions. All pertinent for Anavex at this time.
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https://www.investors.com/news/technology/biotech-stocks-are-in-blistering-ma-climate-ftc-could-change-that/?src=A00220
Zacks.......
"Moreover, AVXL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>"
In this month's Parkinson's update by the MJFF:
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https://www.michaeljfox.org/grant/neurorestorative-effects-sigma-1-receptor-agonist-model-parkinsons-disease
The beat goes on "Down Under
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https://shakeitup.org.au/new-treatment-shows-clinical-benefit-in-patients-parkinsons-disease-dementia/
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https://www.michaeljfox.org/grant/evaluation-anavex2-73-blarcamesine-participants-parkinsons-disease
Bourban....this was a topic of much conjecture several years ago and the general conclusion was that Biogen and Anavex were both pursuing Alzheimer's, Biogen with Aducanumab (now Aduhelm) and Anavex with 2-73. Thus the MS application came to naught even though Dr Lisak at WSU had indicated in his pre-clinical studies that 2-73 showed remyilenation properties. Alan Sandrock, the chief scientist at Biogen left a bit after this and as noted in a recent post, this may have been somewhat over this. MS application will come and is alluded to as a future disease in Anavex's future.
Where we stand with the Michael J Fox Foundation in researching 2-73.
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https://www.michaeljfox.org/search?query=Anavex+2-73
Abe....another interesting fact about Atalanta, the company Roche cites for partnership. Guess who joined the BOD of Atalanta last year....Alan Sandrock who was the Chief Scientist at Biogen a few years back when Biogen and Anavex did a joint look at 2-73 for MS. Wayne State University had already done clinical work with 2-73 which pointed to its "remyelination" properties for MS, but the conjecture was that Biogen would bury 2-73 because of its advancement of "Aducanumab" now "Aduhelm", FDA approved for Alzheimer's but dead in the market. Sandrock left Biogen shortly after. What Biogen passed on will sink them in the future!
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Dr. Sandrock spent 23 years at Biogen where he served in positions of increasing responsibility, culminating in his service as executive vice president, research and development, until December 2021. He also served an eight-year term as the company’s chief medical officer, from 2012 to 2020, and on the Biogen Executive Committee, from 2013 to 2021. Earlier in his career, Dr. Sandrock held several senior executive positions at Biogen, including group senior vice president of development sciences, senior vice president of neurology R&D, and vice president of clinical development, neurology. Over the course of his tenure, he led the discovery, development, and regulatory approval of numerous medicines including Aduhelm®, Plegridy®, Spinraza®, Tecfidera®, and Tysabri®. Dr. Sandrock holds a B.A. in human biology from Stanford University, an M.D. from Harvard Medical School, and a Ph.D. in neurobiology from Harvard University. He completed an internship in medicine, a residency and chief residency in neurology, and a clinical fellowship in Neuromuscular Disease and Clinical Neurophysiology (electromyography) at Massachusetts General Hospital.
Roche...looks like a good partner going forward. If we could see Anavex's staff travel itineraries?
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https://www.roche.com/innovation/partnering/areas-of-interest/neuroscience/
Amen, Tred.
Talon
Nidan....I wasn't aware of your brother and his fight with AD. My deepest prayers are for you and your family. May our hopes for an effective drug for those who struggle with this terrible disease be realized very soon. May compassion overcome economics with Anavex's science.
Talon
RedShoulder....agree, Lilly is going to have an uphill effort in marketing "donamemab" with the physician telling his patient that the drug comes with the possibility of side effects, brain swelling, brain bleeding and....Death!
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https://www.biospace.com/article/lilly-s-donanemab-slows-cognitive-functional-deterioration-in-phase-iii-alzheimer-s-study-/?utm_campaign=Newsletter%20%7C%20GenePool&utm_medium=email&_hsmi=256825016&_hsenc=p2ANqtz-95FB04mAHHOvK9gkk3gv7MH6-oPktR6kIjjYFW8Er8R3OL5D7poCs4EDEIB1aErtHZDOjuPrm-YD_TSrN7lXlZhiuviQ&utm_content=256825016&utm_source=hs_email
Today's PM brings back the long standing question of 2-73's pricing across its wide range of possible uses from Alzheimer's to hypertension. It will be a marketing challenge we have discussed at length; the last time looking at Merck's Keytruda with its wide application alone or in combination with other oncology drugs. Let the discussion begin.
A big market, but a very bad geo/political move. When (not if) there is conflict over Taiwan, commercial pipelines of all goods will be severed. The Chinese production of drugs will be severely restricted in the western world as is the case now with Russian goods. My hope is that Anevex is looking at the Asian market, but is very cautious with China.
EBZ.....Biogen had it chance and if they had partnered with Anavex they would have had 2-73 with its ability to remyelinate nerves in Multiple Sclerosis and treat Alzheimer's....they slow leaked us and they will soon pay the price.
Stand tuff!!!
New statement from Biogen's management admitting the difficult "struggle" with Aduhelm", the hurdle for Lequembi i.e. its necessary infusion obstacles and the target for the Alzheimer's market in the realm of $30B a year.
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https://www.biospace.com/article/biogen-bets-on-anticipated-approvals-amidst-pipeline-reprioritization-/?utm_campaign=Newsletter%20%7C%20GenePool&utm_medium=email&_hsmi=255878700&_hsenc=p2ANqtz--y7H2WD61s6FkOjnXfQmxSpROfn6Vk8FOYzYHyaMqBv5pNmTWfxIf69mRtNdGew1SHStECfnXRonFsdZKGCxD9RRNJtw&utm_content=255878700&utm_source=hs_email
Agree, take a look at the $Billions invested by Blackrock, State Street and Vanguard in Biogen. Who do the want to succeed in Alzheimer's....Biogen or little Anavex?
Basparks....There may be many factors at play for the delay in Anavex's progress. I agree with the possible action of "collusive manipulators" involvement aspect. Please hear another possibility. This is related to the current "Bud Lite" controversy. This is what former Anheuser Busch executive, Anson Frericks said:
""Over the last couple of years, there's been organizations like BlackRock, State Street and Vanguard that have pushed this new model of stakeholder capitalism, asking companies like Anheuser-Busch to be accountable to all these so-called stakeholders, political organizations, activist organizations. And they do that by implementing ESG, or environmental social governance policies, in corporations that ask them to get involved in these controversial issues. But unfortunately, when you try to be everything to everyone, you end up being accountable to no one."
Notice our three largest institutional investors. If you investigate, they are the largest investors in Biogen and other large Pharma with pending Alzheimer's drugs. Not saying they are putting their shoe down on little Anavex....but they have significantly more invested in these other Pharmas. Conspiracy theories are cheap these days!
Tred....good words. Glad to have you back. God bless this great Easter Day....He has risen!
Talon
Nidan, Falconer....thanks for "keeping the faith". Our company is on the leading edge of most difficult area of medical science, the brain and central nervous system. We are delving into effective treatments of serious diseases which are attacking both ends of the age spectrum and for us older folk are a definite threat. Our numerous clinical trials span Asia, the Americas and Europe and their respective health agencies. Considering the scope of medical endeavors, their complexities and the current political headwinds, we need to be thankful and supportive of of the dedicated men and women of the small Anavex staff that are carrying on the battle.
"Keep the faith"
An old warrior
About million shares traded already, but the MM's are keeping the price low while the they buy!
Investor, you are a lot closer to Lund than we are. Why don't you check on their (Dr Nilsson) current Parkinson's research and see if they are conducting the MJFF study.
The pre-clinical work by Dr Nilsson ref PRE-084 in 2015 appears to be a precursor to the current study of 2-73 described by the second article. That she would be involved now seems to be a distinct possibility since she is noted directly below that article.
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https://www.michaeljfox.org/grant/evaluation-anavex2-73-blarcamesine-participants-parkinsons-disease