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DD for new eyes: Mayo did a deep dive on AD. This is the Market Cap for just the US Alzheimer sales only; there is no one that has done more of a deep due diligence of Anavex and it's drugs than MayoMobile:
Low end 67 Billion and High end 225 Billion (MC estimates of the US only)
World wide you can easily double that figure, but in reality likely much more than a double.
Add in PD, Rett, and FragileX and you get a significantly higher number.
Link to Mayo's projections; scroll about half way down:
sotcanalytics.com/archive-2...
More Mayo due diligence info:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171539783
New 'Simply Wall Street' AVXL article "When Can We Expect A Profit From Anavex Life Sciences Corp. (NASDAQ:AVXL)?"
Anavex Life Sciences Corp. (NASDAQ:AVXL) is possibly approaching a major achievement in its business, so we would like to shine some light on the company. Anavex Life Sciences Corp., a clinical stage biopharmaceutical company, engages in the development of drug candidates for the treatment of central nervous system (CNS) diseases.
https://finance.yahoo.com/news/expect-profit-anavex-life-sciences-182054934.html
Steady, How about whine and cheese every time Anavex sells shares? You know ...dilution always gets a lot of whine.
Mayo, it appears that the 'holiday' break showing that the decline after making gains in the trial; then picked right back up once being put back on Blarcamesine, gave unsolicited but highly useful and positive data.
Besides confirming that the drug does work, it show that the patients will be on the drug until death; it's not a one shot revenue. That means a lifetime of reoccurring revenues until death do them part.
Well said Jonjones when considering the all facts below.
It is going to take a surprise PR of a partnership with very deep pockets in cash for either AD or PDD/PD to break the shorts hold and force covering. A partnership with a major pharma will have the influence in the market and a big cash up front payment to join Anavex in marketing either AD or PDD/PD. The news will be a big event and get much more news coverage and major size buys than what Anavex is now getting.
Missling has stated that they have been approached for a potential partnerships. That could come any day; and Mayo also posted recently they are very close to signing a deal as there have been a several big pharma's that are interested in partnering.
The fact that the way the shorts are sitting on todays good news and pushing the SP down on better than avg vol may make Missling sign up a partnership for either AD or PDD/PD to break the short stranglehold earlier than he had planned to partnership.
Mayo, I added your post with 'Spirit of the Coast Analytics' links as a yellow sticky for Anavex due diligence.
Is there any doubt left that Anavex will be the SOC for Rett; with better results and no diarrhea and vomiting? Not even a contest. Now you additionally know why ACADIA Pharmaceuticals Inc. (ACAD) stock share price and market cap did not improve with the FDA approval.
Anavex will own the entire Rett market, and the Billions in revenues.
ACADIA Pharmaceuticals (ACAD) obtained FDA approval for their Rett drug on March 11th; and that is a Saturday which is not a good day to release good news. The dive you see on the chart started Thursday (leak) and is fairly steep. It went red on a deep V dive after the open 20.10 to 18.73 and is currently 19,58 and down .82 with a -4% loss now. I think that was a result of "sell on the news" and more importantly IMO is that the investors see Anavex 2-73 Blarcamesine taking the market once approved. Then there is the side effects of diarrhea and vomiting, and improvements are below 2-73 better results on adults.
Chart:
https://finance.yahoo.com/quote/ACAD?p=ACAD&.tsrc=fin-srch
I think a few shorts are covering today which would explain the higher volume of 910 K, a heavy day and just 2 hours after the open.
They have a long way to go, todays vol is good but would only cover a small fraction of the 16,320,041 shorted shares.
Better days ahead as some of the shorts cover with buys.
Short interest in dollars declined by $7,796,349 per the short interest report out today.
This may be the start of a covering trend before any good news is released.
First ones out will likely have posted good profits. If we get a squeeze on good news, finding shares for sale to cover may be difficult and painful, and likely with a loss.
AVXL compared to SAVA. Simufilam is downstream from the Anavex's upstream targets of the S1 receptors and several muscarinic receptors. A2-73 Blarcamesine restores the S1-R to homeostasis with many benefits, including properly folding the downstream proteins where Simufilam is attempting to do the same. .
Once Anavex's drug A2-73 Blarcamesine is FDA, TGA, EMA, GB is approved, Simufilam which is downstream, will no longer be needed and redundant.
Why would any investor with this knowledge would invest in SAVA ?.
SAVA's one drug Simufilam only targets Alzheimer.
Whereas AVXL's multiple drugs A2-73, A3-71, A1-41, A-1066 treats multiple CNS diseases, such as:
Alzheimer,
Parkinson dementia,
Parkinson,
Rett, Fragile X,
Infantile Spasms,
Angelman Syndrome,
an Undisclosed Rare Disease,
Frontotemporal Dementia,
Neurodegenerative Diseases,
Depression, Stroke,
Visceral Pain,
Acute & Neuropathic Pain,
and many other future CNS targets.
If a SAVA shareholder sold shares at today's share prices, they could buy over 2 1/2 shares of AVXL for every SAVA share sold.
https://www.anavex.com/therapeutic-candidates
Correction to last post, I copied the wrong column which was the previous totals
STATE STREET CORP 5,812,605 shares.
VANGUARD GROUP INC 4,144,500 shares.
BlackRock Inc. 5,578,159
Thanks Jager for the heads up.
Institutional Owners 268 total, 254 long only, 2 short only, 12 long/short
Institutional Shares (Long) 28,504,046 - 36.53%
Institutional ownership keeps increasing, a bullish sign of confidence by the main shareholders.
2023-02-09 13G/A STATE STREET CORP *******3,834,034
2023-02-09 13G/A VANGUARD GROUP INC *** 3,841,570
2023-01-31 13G/A BlackRock Inc.*****************5,262,666
Thanks Blarcasamine for posting the link:
https://fintel.io/so/us/avxl
I have never posted WGT; however I have observed the more important WGT from the company PR:
Nice close on the HOD!
Buried that short sale today at approximately 11:20 et , Lol
Closed at 10.58 Up +0.16 Gain +1.54%
https://finance.yahoo.com/quote/AVXL?p=AVXL&.tsrc=fin-srch
Kund, these Rett trial centers are in the US:
UAB | The University of Alabama at Birmingham
Birmingham, Alabama, United States
UC Davis University of California - Davis MIND Institute
Sacramento, California, United States
Rush University Medical Center
Chicago, Illinois, United States
(and 5 more...)
From Mayo's new article: "When considering published clinically meaningful thresholds for CDR-SB, we can come to the conclusion that Blarcamesine was 125% more efficacious than Lecanemab in CDR-SB when it comes to decreasing patient proximity to clinically meaningful worsening (decline) when considering disease stage. In other words - Blarcamesine-dosed patients at the ~1 year mark demonstrated a far greater distance from what is considered to be meaningful decline than Lecanemab."
https://www.sotcanalytics.com/update-compendium-2023
Big News Network
Anavex has novel approach
"Volunteers who received the drug for 48 weeks showed increased capability for performing tasks of daily living, as well as improved memory and decision-making ability. Better yet, there were very few side effects reported."
https://www.bignewsnetwork.com/news/273505661/novel-approach-to-alzheimers-may-hold-key-to-early-treatment
The word on Anavex is slowly starting to make the rounds.
Thx Bourbon .
Mayo, I just finished your interview with Dr. Timo Grimmer and it was very interesting to hear his views on a range of CNS topics. I would suggest that anyone who will watch the interview to do it on YouTube to take advantage of the CC option (Closed Caption), it really helped me a lot because some words and phrases did not come across clearly on the audio.
You did a nice job on the interview covering a wide range of topics specific to Anavex; and thanks for your efforts and the share with a link.
YouTube with the CC option:
"Someone on stocktwits posted this"
Apr. 26, 2016 10:00 AM ET
New Short Interest is Down:
01/31/2023 16,719,384 (8.98) 1,128,968 14.81
01/13/2023 18,368,256 0.63 1,504,154 12.21
12/30/2022 18,252,546 15.66 1,422,909 12.83
12/15/2022 15,780,885 32.45 7,073,260 2.23
11/30/2022 11,914,762 17.19 1,787,726 6.66
11/15/2022 10,167,456 0.61 986,389 10.31
10/31/2022 10,105,713 0.62 985,598 10.25
10/14/2022 10,043,451 (2.12) 718,819 13.97
09/30/2022 10,260,594 5.37 936,366 10.96
09/15/2022 9,737,900 6.97 683,304 14.25
Anavex Transcript:
Anavex Life Sciences Corp. (NASDAQ:AVXL) Q1 2023 Earnings Conference Call February 7, 2023 8:30 AM ET
https://www.stockilluminati.com/avxl/display.php?url=https%3a%2f%2fwww.stockilluminati.com%2favxl%2fsanews.html
ImGettingBetter, the last short report was a record high at 18,368,256 reported on 01/13/2023; however it was just a very minor increase over the previous report of 18,252,546 on 12/30 2022. If that trend continued it should show a slightly lower short position on the next report.
Pfizer's admission:
In a limited number of cases when a full virus does not contain any known gain of function mutations, such virus may be engineered to enable the assessment of antiviral activity in cells.
https://www.pfizer.com/news/announcements/pfizer-responds-research-claims
The link you are referring to is about the Senate doing an investigation; there are other links, how about a Senate . Gov?:
https://www.rubio.senate.gov/public/index.cfm/2023/1/rubio-sends-letter-to-pfizer-ceo-on-alleged-gain-of-function-research
Pfizer Admits To Engineering Viruses, Validates Project Veritas Video, Senate Investigation Launched
Pfizer admission: Quote: "In a limited number of cases when a full virus does not contain any known gain of function mutations, such virus may be engineered to enable the assessment of antiviral activity in cells."
( 'Engineered' is 'Gain of Function' )
Link to Pfizer site:
https://www.pfizer.com/news/announcements/pfizer-responds-research-claims
--------------------------------------------------------------------------------------------------------------------
"A Senate Investigation Has Been Launched Into Pfizer After Project Veritas’ ‘Bombshell’ Undercover Video."
"Sen. Marco Rubio (R-FL) has fired off a letter to Pfizer CEO Albert Bourla to explain the revelations in Project Veritas’ undercover video footage featuring Jordon Triston Walker, a Pfizer Director of Research and Development, Strategic Operations and mRNA Scientific Planner."
"Project Veritas’ ‘bombshell’ video that uncovered that Pfizer was exploring intentionally mutating Covid strains to profit off future mRNA “vaccines” has now led to a Senate investigation."
https://beckernews.com/pfizergate-49186/
Hoskuld & Meds4life, I'm only concerned about the recorded message straight from the mouth of Jordon Trishton Walker, Pfizer Director of Research and Development, Strategic Operations - mRNA Scientific Planner.
Is Project Veritas dishonest at times? Likely, but that does not take away the words and admissions of a Pfizer Director of Research and Development (Strategic Operations - mRNA Scientific Planner.).
If you develop the vaccine for a covid variant you created, it will produce Billions in revenues..
'Gain of function' is called by Jordon Walker ' Directed evolution'
It's about the immorality of making Billions $$ with a vaccine tailored for the developed covid variant before the release; and the resulting sickness and in some cases death that will follow.
Big Pharma: Project Veritas has broken Pfizer's Gain-of-Function Research Program Wide Open.
This is criminal, some people will die.
Highlights from the Video:
Jordon Trishton Walker, Pfizer Director of Research and Development, Strategic Operations - mRNA Scientific Planner: “One of the things we're exploring is like, why don't we just mutate it [COVID] ourselves so we could create -- preemptively develop new vaccines, right? So, we have to do that. If we're gonna do that though, there's a risk of like, as you could imagine -- no one wants to be having a pharma company mutating f**king viruses.”
Walker: “Don’t tell anyone. Promise you won’t tell anyone. The way it [the experiment] would work is that we put the virus in monkeys, and we successively cause them to keep infecting each other, and we collect serial samples from them.”
Walker: “You have to be very controlled to make sure that this virus [COVID] that you mutate doesn’t create something that just goes everywhere. Which, I suspect, is the way that the virus started in Wuhan, to be honest. It makes no sense that this virus popped out of nowhere. It’s bullsh*t.”
Walker: “From what I’ve heard is they [Pfizer scientists] are optimizing it [COVID mutation process], but they’re going slow because everyone is very cautious -- obviously they don’t want to accelerate it too much. I think they are also just trying to do it as an exploratory thing because you obviously don’t want to advertise that you are figuring out future mutations.”
https://rwmalonemd.substack.com/p/project-veritas-has-broken-pfizers?sd=pf
The record size short total was an increased of 115,710 shares shorted.