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Thanks Lasers for your informative post.
Glynn gave me the impression that they will not PR the submission.
Expecting a PR when granted.
Your gang shorting this one too?
Can you give us a link to the source please?
Shall we therefore conclude that the strong man behind Oncosec is not Punit but rather dr Pierce. All stands or falls with him?
Nice summary, but we have to say that if Punit was more experienced, he would not have mentioned Q1 as start date.
What I noticed George is referencing to trials of 300 patients, 400 patients, 800 patients.
That is why at this stage I am urging realism regarding Anavex: we still need to go through these p3 trials and prove our stuff still is as good as it is with the first 12 patients of the p2a-a.
I get your point
10/12 = 83%
Imagine full data comes in at 70%, I have seen stocks tank on it with the market interpreting a huge success as a failure.
Point is that Anavex set the bar really high with the interim results.
Its circumstational evidence ;)
Affirm
Easy: hold, but I plan to do that for multiple years.
Do not confuse my zest for realism with negativity.
A ticket in business class is about 5k, peanuts for companies.
I would not interpret it as an absolute sign that data has to be positive just because he flies from Australia to Barcelona.
please tell me what I am rebutting?
I am advocating a realistic approach to Anavex: pointing out the fact that we have only data on 12 patients. Even on 32 patients it is tiny. Compare this to TPIV's phase 2 of 280 patients.
Each drug has to go through a process and Anavex is slowly going through this proces. One step at a time. And because so many AD drugs have failed before, I remain cautiously optimistic. Just not yet buying my big villa yet.
The flying around the world is not a valid argument. Athersys did it this year, as did Celladon.
I am neither a pumper nor a basher, but I have seen too many disappointments to believe that AVXL is the next penicillne, not just yet.
They can have that crown further down the line, after some more confirmation.
you have just hit the nail on the head: greed!
It blinds us and shuts down the realism part of our brain.
I like Anavex for its potential, but I do not take it as a given success.
The current evidence is data of 12 people.
To be confirmed in the full p2a-a and part b and phase 3, etc...
When I read people on here dreaming of a pps of $100, $500 or $1000, thats when I remember that trees do not grow into heaven and that there are soo many failed biotechs that once were so promising, but very few turn out to be the next big thing.
I like realism, I'll give you that :p
Yeah thats roughly what I expect too, but I will save my excitement untill it actually happens...
Great
But a p3 will only be required if full data on the p2 is positive, so lets await confirmation on that first.
And just maybe a p3 will not be required if the p2 data is stellar?
Correct
If I remember correctly, Missling gets another million shares for uplisting. So yeah if the data is confirmed then I believe it will be the next step.
Fully agree
I know it's annoying but I would advise people to be realistic and not start counting their millions just yet. We have data on 12 people, period. Lets see if the full set can confirm the trend and take it from there.
I believe the way the FDA will handle is, will be a big indicator on our immediate future.
Yes the results are great, but limited. Lets wait for confirmation untill we pop the bottle.
You are saying that big pharma is keeping track of the stock performance of a small OTC listed biotech and that this performance is triggering their attention?
After full p2a-a data maybe, especially if we are granted fast track based on looser AD requirements
I don't think data on 12 patients is wetting BP's appetite. Too many promising p2's that failed in bigger p3's
Lets see what the FDA does, that will be a bigger sign in the nearer future.
TPIV I have asked the CEO if he can confirm that requests for orphan and fasttrack have been filed with the FDA. I got this reply:
Regretably I am unable to give you any non-public knowledge. Both applications are in process and we will make a public announcement as soon as they are approved.
Best regards
But you and I are reading the same between the lines ;)
Got this reply from Glynn:
Regretably I am unable to give you any non-public knowledge. Both applications are in process and we will make a public announcement as soon as they are approved.
I know.
My presumption is that in the absence of a pr, they have not filed. But then why not as he confirmed to Sheff he would file before end of September.
Oh and short of cash? The runway is now 2 years long, so no they are not short of cash.
Archaic technology: you refer to IL12 or electroporation?
Big pharma refuses to validate: I guess that is why Merck gave us Keytruda to see if the response rate can be improved
And as for management, well you have spoken with the CEO and I remember you were pumping. Now dumping. Each to his own.
Ever since dr Pierce joined us, there is well thoughtout strategy that is being executed.
Combotrial will have interim data readout, therefore milestones are not a year await. Other trials similiar.
Does anybody have Glynn's email adresss? I wanna ask about orphan and fasttrack.
As it seems that early Nov will be the date, do we expect heavy manipulation to get shares cheaper?
If I was a tute, I would tell the MM to walk it down and gobble whatever they can get.
As recent as March, AVXL was trading below 0.20 due to brutal shorting for many months and years. One day science trumps it all.
Epilepsy does not qualify as a rare disease. Furthermore it has 4th gen drugs coming to the market.
So far it seems 2-73 can improve on them.
When fear and panic rule the market, a savvy investor buys. One day the science will trump it all.
Anavex worthy of their market cap?
Hope Missling did not force you to buy like Punit did.
no need to blame companies for your own investor decisions. I have yet to come across a CEO who forces somebody to buy shares.
Dont't miss out on Tap.