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.
That’s if it happens and if it’s timely. Missling has good intentions and likes to take his time to get things right. The problem is he takes his time and gets things wrong.
He can restore his credibility with these major accomplishments. I pray Missling learned some hard lessons about being a leader and we don’t end up in the same cycle of never ending questions.
What do 40 employees do all day for 40 hours a week?
Dream fantasy scenario - Missling decided to apply to the TGA and EMA for Alz cuz he realized it is dumb not to. He did this months ago and a decision will come out shortly.
Surprise!
Any predictions on when the upcoming publication could be? I hope all that is required is to slip in a section or two about the new MRI and Amyloid data.
Of course, the longer it takes the worse it starts to look.
Right. What was the point of even doing the trial? To get the genome data or the tiny OLE leftovers?
Missling is not a finisher. He’s the guy who has a whole bunch of good incomplete projects lying around the house.
Hope Kun can bring Rett to the goal.
I agree with much of what you said. Especially the part about going to the TGA first.
There are some very smart people over there and for some reason they are seemingly not doing the right things. Does Missling just have too much power? Does he have so little common sense?
I pray there is something bigger going on that is above my pay grade but some things seem like a no brainer.
Rett results will be the make or break moment for Anavex.
Hopefully we can get a little run here from these oversold conditions in anticipation of a positive Rett read out.
Now that we have some adults in the room, maybe we can gain some trust and credibility back.
Just hope these Family Dollar CROs Missling is using can get their act together.
Any thoughts on when we should be hearing something from the FDA in regard to Alz next steps? December?
Considering the time it takes to set up a meeting and the newly revealed MRI data in September.
I hope that Missling didn’t just give himself another 2 month cushion for Rett by saying this quarter.
Not even a tweet for Rett month. Only 2 good days left in October for news. I pray we can end it with a bang.
Dare I say the words Quiet Period.
No other explanation makes sense. Unless they want to purposely build suspicion and destroy the company.
If so, then it started after the MRI data and Sabbagh hire.
The didn't have clarity last year and rushed to show at CTAD. They have clarity this year and decided to do a no show.
Bizzaro World
2 crappy conferences. Not even sure any of them were public.
You get data like we did, you should want to tell everyone. If institutional support is what he wants, he would have been out there.
I hope they’re in the middle of something big. So easy to think that they’re not with the sp action.
This has been the quietist they’ve been since I started investing here. Still no bad news ever. So just go dark after what seems to be the biggest news ever?
Here a drip, there a drip, everywhere a drip drip. Is that how you want to see data released?
Our MRI data should be front and center at CTAD.
You’d think Missling would do his regular roadshow circuit after the data we had.
I have this dream that Perry will give the key note at CTAD about our trial and release the ADL data which is shockingly positive.
Unicorns are real.
Kind of sad that they’re not gonna be there. So much data to make a splash with.
Wonder what the reason could be.
1. Focusing on other things and they feel it’s not the best use of time - I think it would be a great use
2. Not ready - That didn’t stop them last year
3. Partnership - I wish
4. Want to surprise the market with a blessing from the FDA to file- I wish
5. Data is not that good and they don’t want to be expose - doubt it
6. Releasing a Rett PR with results to take some CTAD thunder
Give us something. Anything. Please!
We’re approaching 6 months without an updated corporate presentation. That’s a long azz time.
Desperate need for a refresh.
Anavex PRd the Partex partnership on June 27th.
Obviously they were in discussions many months prior. I wonder if they had the Rett data in hand when the partnership was sealed.
It seems prudent on both ends to have positive results confirmed before consummating. Otherwise it would be premature and a possible waste of time and resources.
I’m guessing the partnership was contingent on positive results.
It just makes sense.
I’m sorry. Should have clarified. I’m talking about last years.
Yes. Rehashing old news. But still wondering.
Bas. Any thoughts as to why they pulled the CTAD presentation.
Never heard a logical positive reason for doing that from anyone.
It’s sobering to see the 5s again. After so many successes with fumbles but successes none the less.
The dripping out of Alz info has definitely hurt us. It’s hard not to get nervous if the past is the best way to predict the future.
The longer he waits, the lower investor confidence, the more loyal followers leave and the higher suspicion rises.
We waited so long for the PDD OLE data only to find very few patients left and a peer review that never came.
Maybe many here, including myself just like punishment. Maybe we hope this time will be different. Maybe Missling has matured into a better CEO and we are paying for his learning curve.
I’m sure they are getting hammered with investor concerns. They know we’re upset. It’s not gonna change their plan one bit and it’s not gonna make them go faster.
I trust the Rett news is not a failure since we would have heard. Massaged data can’t hurt us much more than we are already.
The Alz data, though maybe not a slam dunk has enough promise for is to forge ahead. We have the funds and a pretty good financial guy in Missling to make sure we can run more trials.
There’s enough here for any pharma to want to pick up the pieces if a complete failure happens. It’s not looking that way. Thank God.
Rett will inevitably come. FDA Alz guidance will inevitably come. I pray the peer review isn’t a pipe dream. Hope we don’t get brought down even more with this market becoming very ugly.
Last full week of October coming up. What’s it gonna be Missling? The next Tuesday after that is Halloween.
Is Rett month gonna pass without a peep?
Surprise peer review drop next week so they can talk about us a CTAD? I wish but unlikely. I’ll go streaking at the next ASM is that happens.
Missling said he is going to the fda first with Alz because they pay more. That’s a dumb azz move.
Just go where you can get approved. Enough slow walking this sht. You get the results and get all excited like a kid in a candy store. Start blabbering about AA everywhere and now radio silence.
No movement on our pipeline. Same catalysts for years. I pray that it’s because everyone is focused on approval. NDAs and partnerships. WTF else would they be doing.
That Parkinson’s imaging trial should have been a cake walk and long done.
You got all this promise. By the time any of this moves. The patents are gonna be expired. That’s why partnering is the right move. Get the damn drugs out there and start helping people. Partner and get these FN trials moving!!
What the fukin fuk Missling! It’s gonna be November soon and the holidays are upon us. I know things take time and results will come when they have them. But damn. Choose a good CRO. Hopefully they have one.
Apply everywhere like you said. Get sht moving! You had the same damn plan for years. Share price going to hell. Yea I’m pissed cuz I’m over leverages and have watched my profits evaporate. So FN what.
Enough dikcing around. Or we’ll see us in OTC again. You spend all this time and give us piecemeal half asz sht. Time for some, time for some, time for some action bich!!
Sometimes the right deal comes at the right time and it's hard to say no.
That's what I'm hoping at least.
I'm 4 as well. Not selling for a few pennies after our MOA is proven.
Not even a tweet about Rett month. Hello? Anyone home?
More and more once loyal followers are getting shook out by the FUD. Were they the smart ones?
I guess we'll see soon. I'm in it to win it. Let's FN go!!
Oh. I see Misslings plan now. Wait long enough for everyone to fail and hope they look to us as a last resort.
They came up with that while playing parcheesi at the office all day.
After big news, Missling usually makes his rounds at conferences.
Not many this year. What going on over there?
They all can’t be playing Candy Crush all day.
Let’s see what’s under the hood!
Going into November with nada won’t be fun.
You would think Reduction in Brain Atrophy would be a great CTAD topic.
Could have been a good headline.
Get that damn partner already. We are a BPs wet dream that can potentially renew their pipeline and extend the life of their current drugs by doing combos.
All hands on deck for a Rett and Alz. No time to work on anything else since it will spread us too thin.
So much potential in our pipe waiting to be unleashed. Get the Rett out. Get the partner and start multiple trials!!
Hard to put a value on our future drugs but I’m sure there’s a formula for that.
People need 2-73 now!! Enough of the FN $5s. 10$ seemed so long ago. Ahh the good ole days.
Anyhow. A parabolic news drive move is coming!
Here’s a super fantastical answer that I hope is true and probably isn’t. Missling became a master chess player even after all his fumbles. Those of which actually made him mature.
Here’s a terrible analogy and story. The BPs are like gangs. They control turf. Missling is new to the city and wants a piece of the action with his drug that he knows is superior. He’s hungry and ambitious but lacks discipline.
He gets the results for Alz. He got so excited he wanted to show everyone how people improved and was still trying to make sense of the standard measures but he got ahead of himself and without thinking he used odds ratio and blurted out to the world that he was going to Aggressively Apply for AA everywhere.
That’s when his 97 year old grandfather said. Whoa boy. You can’t just come out and say something like that. These gangs will have you for breakfast out here. You got no backup. You only got a few loyal followers. Yeah you got money but that’s nothing. You gotta plan my boy.
Ok. Guide me oh wise grandfather.
Grandfather says. This is what you need to do. You need to start gathering ammo if you’re going to attack these gangs. If you want to take some of their action, you gotta start recruiting some heavy hitters.
It’s a balance. A delicate one. You can’t isolate your loyal followers and you can’t give away too much info to the other gangs. You gotta make them all a little happy but not too happy. Some may even become frustrated but this is how you gotta play the game.
You gotta play dumb. You gotta make them think you don’t know what you’re doing but kinda do at the same time. The gangs will think you’re smack talker that has nothing. Your loyal followers will stick with you to the end. Give them data but not all of it. Drip it out slowly cuz there are big forces watching that can squash you. In the meantime. You recruit. You plan. You take the steps needed for a full on assault. You talk to gangs in other countries. Show them what you’ve got but be careful not to let out the details.
When you’re ready. When you have you’re back up. That’s when you hit ‘em between the eyes. Show them your cards and take their turf little by little. At that point, they won’t know what to do.
That’s how you play the game if you want to win!
Missling. You are so wise. I will repay you one day grandfather. I will make you proud.
There you go. Some Sunday fun. That may or may not have some truth sprinkled in.
I’m feeling next two weeks for Rett. After that everyone’s focus will be on CTAD.
Then we’re into November and suspicion about delayed results will start flowing even though Missling operates on his own timeline as we all know.
Not being at CTAD in light of our new data is disappointing. It would have been great to display some MRIs compared to placebo vs MAB drugs.
A 1 2 punch with Rett and a peer review would be a dream scenario with everyone talking about us at CTAD despite not being there.
Negotiations and M and A are in Missling’s wheel house so hopefully we can see his savviness. Things are coming to a head and the clock is ticking.
I would like my shiny bicycles since I didn’t get them last year and would rather not wait until February to get them.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7905793/#:~:text=The%20primary%20endpoint%2C%20whole%20brain,ratio%20and%20slowed%20cortical%20atrophy.
Just FYI. This drug has been shown to slow brain atrophy as well. It’s being trialed in multiple indications.
Prior to joining Anavex®, he served as the Chief Financial Officer of Curis and ImmunoGen. In addition, at Aventis (now Sanofi), Dr. Missling worked as head of financial planning on all aspects of financial strategy and M&A.
Sanofi let’s do this!!
Trading around the Rett results may be tough. I’m torn between taking profit, which I didn’t do before when I should have and holding for the Alz full data release or other.
The Rett pop even if 3x only gets us to 18-20$. I’ve been here so long, it wouldn’t be worth it for me to miss a bigger, longer sustained move that may come with a proven MOA and all but guaranteed revenue.
And with Missling’s talk of overseas partnerships, I expect that revenue to ramp up quickly especially with the support of the Rett orgs globally.
I may get screwed waiting for a pull back that may never happen.
Big things are gonna start happening with Rett leading the way.
The new biomarker data is huge! IMO Has there ever been a drug that has been able to slow brain shrinkage? With this I believe Missling and the team have many more options and are considering applying everywhere. No sense in waiting for the BP loving FDA.
No failures, a slew of biomarkers, and a ton of peripheral benefits. All CNS may be in reach from the youngest to the most frail. Run the table! I gotta believe they’re moving slow for a reason. I’m not happy with the pace like the rest here, but there’s a plan coming together.
Sabbagh and Kun came on after they saw the data. Anavex does things differently and they have the results to back it up. Both of them are reputable people that have been in the game for a long time. They’re not hopping on for another 3 year ride for an Alz P3 to play out. Winners pick winners.
They don’t come to a tiny spec biotech to ride out the rest of their careers. Chairman of the board is different than just being on the board. That leadership position says I will be a part of this. Success or failure. I’ll put my name on the line.
Do we really think these people have poor judgment and want to work for a company that may not be around in a few years? Nope! They’ve seen the data. They know what we have. They signed up.
Objective and subjective measures of success are pretty hard to deny. BPs see who’s coming on board. They know what’s happening. Missling will deal because it’s dumb not to. Because what they offer is hard to pass up and in the end, for Missling at least, it’s about the science. And I truly believe he wants to help people. The world need our drugs.
Blank check preferreds in hand, negotiating from strength, he will not be bullied and people will listen.
Sigmaceptor platform biatches!!
“These data are very exciting, particularly in a study that can demonstrate objective slowing of markers of neurodegeneration,” says Michael Weiner MD, Professor of Radiology and Biomedical Imaging, Medicine, Psychiatry, and Neurology at the University of California, San Francisco (UCSF) and Principal Investigator of the Alzheimer's Disease Neuroimaging Initiative (ADNI).
Anyone know if that European regulatory guy they hired a while back is still on the payroll?
Guys like him or Kun don’t come for a paycheck or a few measly shares. Their reps are worth much more.
They want to be associated with breakthroughs. He saw what we were doing and said hell FN yeah. Chairman. You bet.
He said I can add value here and help bring this home. Just like Kun. There’s no massaging crap data or making up ratios that may or may not pass muster.
This is about real change and real science. That is what’s attracting some pretty smart people who can’t be fooled. At this point in their careers, they want to ba a part of history not more garbage.
Just look at who was looking and commenting on our MRIs. Top of their field. If you build it, they will come. Not cuz they want to cuz they can’t not be a part of something revolutionary.
For 8 years every single thing has been positive and has only gotten more positive. Despite the fumbles. We move forward hiring better people and achieving tougher and bigger milestones.
SP is depressing but does not reflect our progress or potential.
Get the Rett out and everything else will follow. It’s the first domino.
Tip that thing over!!
Hopefully our PDD results can be packaged together with Alz to make a stronger case.
IMO. They should have run a PDD P3 after that success and could have been done already but I guess it served another purpose.
The gene mapping it provided might prove useful.
Yes it does. I hope you’re right.
We can’t do it all alone. And there’s a lot to do.
Too many reasons not to make a comprehensive partnership