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Atilla if the PDD OLE shows that the improvement continues after the Ph-2 trial that showed that 92% improved on high dose, I think that will be very meaningful news.
The delay in not going to Ph-3 after the excellent Ph-2 high dose data is a big mystery to me and most others here.
AVXL Due Diligence for new eyes and reference material for old eyes - 8 Sources:
Update Compendium, a 3rd party independent review and projections with data and sources.
Projected Blarcamesine Revenues & Market Cap; plus a wealth of other data and important details. Compiled by Mayo:
https://www.sotcanalytics.com/update-compendium
Jun 2022 Commentary on Anavex's First Educational Video.
A report from various members of the company management team on current operations and future projections:
https://www.anavex.com/vnrjune2022
NEWS: Anavex Announces First Entire Clinical Alzheimer’s Gene Pathway Data of ANAVEX®2-73 at AAIC 2022
https://www.anavex.com/post/anavex-announces-first-entire-clinical-alzheimer-s-gene-pathway-data-of-anavex-2-73-at-aaic-2022
Corporate Slides.
Very useful for a visual look at all the Anavex programs, trials, graphs, and useful data:
https://www.anavex.com/_files/ugd/850d88_6d847f744209465f82a4ad655bb25941.pdf
Piotrpeterblog.com is an independent analysis blog on Alzheimer and CNS Drugs.
https://piotrpeterblog.com/
An extensive list of a wide range of various topics with links, compiled DD, and recent posts. Compiled by XenaLives
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=166917727
A report given by Dr. Randi Hagerman, a recognized leader WW for CNS conditions and treatments. Compiled by tradeherpete.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168422630
Anavex Company, an Overview; compiled by Mayo Mobile:
https://drive.google.com/file/d/15i9suShnAjC_Vq5gEl-ocp3ebsWKr0fd/view
Good luck with the DD, feel free to ask the knowledgeable board any questions.
RedShoulder
Due Diligence for new eyes:
AVXL has a pipeline of 11 trials and 6 in pre-clinical; and a portfolio of 4 drugs.
A2-73 Blarcamesine for:
Alzheimer's Disease.
Parkinson's Disease.
Rett Syndrome.
Infantile Spasms.
Fragile X.
Angelman's Syndrome.
Undisclosed Rare disease.
A3-71:
Frontotemporal Dementia (FTD).
Neurodegenterative Disease.
A1-41:
Depression.
Stroke.
Neurodegenterative Disease.
A-1066
Visceral Pain
Acute & Neuropathic Pain.
Source link:
https://www.anavex.com/_files/ugd/79bcf7_3cc5b85e0f1d49bb84e60f933ecbbea8.pdf
Anavex is on this short list:
"Major Alzheimer's disease clinical trial readouts to watch for"
All other Bios mentioned are targeting Amyloid Beta, which has already been proven to fail countless times since it is not the cause of AD.
https://www.clinicaltrialsarena.com/analysis/alzheimers-disease-clinical-trials/
Dawson James Securities - Institutional Research - Biotechnology - UPDATE REPORT - August 9, 2022
Anavex Life Sciences Corp. (NASDAQ/AVXL)
https://dawsonjames.com/wp-content/uploads/2022/08/AVXL.8.9.22-final1.pdf
Seven Bullish AVXL Analysist Price Targets:
6/23/2022 Berenberg Bank
Initiated Coverage Buy $40.00 +322.83%
3/16/2022 HC Wainwright (Ram Selvaraju)
Reiterated Rating Buy $42.00 +276.01%
11/25/2021 BTIG Research (Yun Zhong)
Reiterated Rating Buy $34.00 +79.04%
6/28/2021 Cantor Fitzgerald
Boost Target Overweight $31.00 ? $40.00 +42.05%
6/21/2021 Dawson James
Boost Target Buy $19.00 ? $35.00 +37.09%
6/14/2021 Jonestrading
Reiterated Rating Buy $35.00 +125.81%
2/17/2021 LADENBURG THALMANN
Reiterated Rating Buy $20.00 +51.29%
https://www.marketbeat.com/stocks/NASDAQ/AVXL/price-target/
AVXL Due Diligence for new eyes, weekend warriors, and reference material for old eyes - 8 Sources:
Update Compendium, a 3rd party independent review and projections with data and sources.
Projected Blarcamesine Revenues & Market Cap; plus a wealth of other data and important details. Compiled by Mayo:
https://www.sotcanalytics.com/update-compendium
Jun 2022 Commentary on Anavex's First Educational Video.
A report from various members of the company management team on current operations and future projections:
https://www.anavex.com/vnrjune2022
NEWS: Anavex Announces First Entire Clinical Alzheimer’s Gene Pathway Data of ANAVEX®2-73 at AAIC 2022
https://www.anavex.com/post/anavex-announces-first-entire-clinical-alzheimer-s-gene-pathway-data-of-anavex-2-73-at-aaic-2022
June Corporate Slides.
Very useful for a visual look at all the Anavex programs, trials, graphs, and useful data:
https://www.anavex.com/_files/ugd/850d88_6d847f744209465f82a4ad655bb25941.pdf
Piotrpeterblog.com is an independent analysis blog on Alzheimer and CNS Drugs.
https://piotrpeterblog.com/
An extensive list of a wide range of various topics with links, compiled DD, and recent posts. Compiled by XenaLives
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=166917727
A report given by Dr. Randi Hagerman, a recognized leader WW for CNS conditions and treatments. Compiled by tradeherpete.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168422630
Anavex Company, an Overview; compiled by Mayo Mobile:
https://drive.google.com/file/d/15i9suShnAjC_Vq5gEl-ocp3ebsWKr0fd/view
Good luck with the DD, feel free to ask the knowledgeable board any questions.
RedShoulder
RedShoulder ST post to Mayo re Simufilam
Mayo, I have had a question that has not been answered or opinion given that you may be able to answer since it involves a misfolded protein.
"Simufilam is Cassava Sciences’ proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA) protein in the brain."
Since filamin A is down stream from the S1 receptor; once Anavex 2-73 restores the S1 receptor to homeostasis, would that restore filamin A to proper folding, thus making SAVA's drug redundant and not needed?
--------------------------------------------------------------------------------------------------------------
Mayo reply on ST:
RedShoulder absolutely, S1R mRNA expressive properties should rectify abnormalities with FLNA.
FLNA is located on the X-chromosome. In fact, it’s very close to where the MECP-2 gene is located (cause of Rett syndrome).
For more information please go see my XLID entry! :D
--------------------------------------------------------------------------------------------------------------
RedShoulder reply on ST:
Once A2-73 Blarcamesine is approved for treating Alzheimer and becomes the strong SOC, I think SAVA's stock will become worthless. Not even needed as a combo to A2-73 Blarcamesine.
Anavex is on this short list:
"Major Alzheimer's disease clinical trial readouts to watch for"
All other Bios mentioned are targeting Amyloid Beta, which has already been proven to fail countless times since it is not the cause of AD.
(Thanks to Guzzi on ST for the link.)
https://www.clinicaltrialsarena.com/analysis/alzheimers-disease-clinical-trials/
Dow down a big 4%, S&P down 4,4%, Naz down 5.2%, XBI down 5.5%
AVXL down 4.9% in sympathy with the markets.
Red everywhere and AVXL is no exception, and no bad news for today's drop.
Short Report Out:
SETTLEMENT DATE**SHORT INTEREST***AVG. DAILY SHARE VOLUME***DAYS TO COVER
8/31/2022*****9,102,975***706,411.***12.886231
08/15/2022***8,428,105***784,854 ***10.738437
07/29/2022***8,726,226***855,980***10.194427
07/15/2022***8,260,601***918,653 ***8.99208
06/30/2022***8,707,363**1,190,086**7.316583
06/15/2022***9,497,126***821,200 ***11.564937
Reverse Rett negative comments about Acadia's drug Trofinetide:
The following points add to our reservations about this application:
There have been some anecdotal reports from families in America sharing positive experiences of the Trofinetide Lavender study. ?However, the data which have been shared by Acadia to date, only show very small differences between patients treated with Trofinetide over patients who received placebo. Also, a relatively high number of people (20%) left the trial; the most commonly cited side effect was diarrhoea. More evidence is needed before the community can arrive at a conclusion regarding Trofinetide and its potential for improving symptoms in people with Rett Syndrome.?
https://www.reverserett.org.uk/this-weeks-trofinetide-announcement/
Once Anavex's A2-73 is approved, virtually all Rett patients will be on Anavex's A2-73 which has much better efficacy, without the adverse side effects that Acadia's Trofinetide.
Good point Bourbon, I'll have that done before the next post re price targets, thanks for the heads up.
Seven Bullish AVXL Analysist Price Targets:
6/23/2022 Berenberg Bank
Initiated Coverage Buy $40.00 +322.83%
3/16/2022 HC Wainwright (Ram Selvaraju)
Reiterated Rating Buy $42.00 +276.01%
11/25/2021 BTIG Research (Yun Zhong)
Reiterated Rating Buy $34.00 +79.04%
6/28/2021 Cantor Fitzgerald
Boost Target Overweight $31.00 ? $40.00 +42.05%
6/21/2021 Dawson James
Boost Target Buy $19.00 ? $35.00 +37.09%
6/14/2021 Jonestrading
Reiterated Rating Buy $35.00 +125.81%
2/17/2021 LADENBURG THALMANN
Reiterated Rating Buy $20.00 +51.29%
AVXL Due Diligence for new eyes and week end warriors; reference material for old eyes - 8 Sources:
Update Compendium, a 3rd party independent review and projections with data and sources.
Projected Blarcamesine Revenues & Market Cap; plus a wealth of other data and important details. Compiled by Mayo:
https://www.sotcanalytics.com/update-compendium
Jun 2022 Commentary on Anavex's First Educational Video.
A report from various members of the company management team on current operations and future projections:
https://www.anavex.com/vnrjune2022
NEWS: Anavex Announces First Entire Clinical Alzheimer’s Gene Pathway Data of ANAVEX®2-73 at AAIC 2022
https://www.anavex.com/post/anavex-announces-first-entire-clinical-alzheimer-s-gene-pathway-data-of-anavex-2-73-at-aaic-2022
June Corporate Slides.
Very useful for a visual look at all the Anavex programs, trials, graphs, and useful data:
https://www.anavex.com/_files/ugd/850d88_6d847f744209465f82a4ad655bb25941.pdf
Piotrpeterblog.com is an independent analysis blog on Alzheimer and CNS Drugs.
https://piotrpeterblog.com/
An extensive list of a wide range of various topics with links, compiled DD, and recent posts. Compiled by XenaLives
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=166917727
A report given by Dr. Randi Hagerman, a recognized leader WW for CNS conditions and treatments. Compiled by tradeherpete.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168422630
Anavex Company, an Overview; compiled by Mayo Mobile:
https://drive.google.com/file/d/15i9suShnAjC_Vq5gEl-ocp3ebsWKr0fd/view
Good luck with the DD, feel free to ask the knowledgeable board any questions.
RedShoulder
Seven Bullish AVXL Analysist Price Targets:
6/23/2022 Berenberg Bank
Initiated Coverage Buy $40.00 +322.83%
3/16/2022 HC Wainwright (Ram Selvaraju)
Reiterated Rating Buy $42.00 +276.01%
11/25/2021 BTIG Research (Yun Zhong)
Reiterated Rating Buy $34.00 +79.04%
6/28/2021 Cantor Fitzgerald
Boost Target Overweight $31.00 ? $40.00 +42.05%
6/21/2021 Dawson James
Boost Target Buy $19.00 ? $35.00 +37.09%
6/14/2021 Jonestrading
Reiterated Rating Buy $35.00 +125.81%
2/17/2021 LADENBURG THALMANN
Reiterated Rating Buy $20.00 +51.29%
https://www.marketbeat.com/stocks/NASDAQ/AVXL/price-target/
AVXL Due Diligence for new eyes and reference material for old eyes - 8 Sources:
Update Compendium, a 3rd party independent review and projections with data and sources.
Projected Blarcamesine Revenues & Market Cap; plus a wealth of other data and important details. Compiled by Mayo:
https://www.sotcanalytics.com/update-compendium
Jun 2022 Commentary on Anavex's First Educational Video.
A report from various members of the company management team on current operations and future projections:
https://www.anavex.com/vnrjune2022
NEWS: Anavex Announces First Entire Clinical Alzheimer’s Gene Pathway Data of ANAVEX®2-73 at AAIC 2022
https://www.anavex.com/post/anavex-announces-first-entire-clinical-alzheimer-s-gene-pathway-data-of-anavex-2-73-at-aaic-2022
June Corporate Slides.
Very useful for a visual look at all the Anavex programs, trials, graphs, and useful data:
https://www.anavex.com/_files/ugd/850d88_6d847f744209465f82a4ad655bb25941.pdf
Piotrpeterblog.com is an independent analysis blog on Alzheimer and CNS Drugs.
https://piotrpeterblog.com/
An extensive list of a wide range of various topics with links, compiled DD, and recent posts. Compiled by XenaLives
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=166917727
A report given by Dr. Randi Hagerman, a recognized leader WW for CNS conditions and treatments. Compiled by tradeherpete.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168422630
Anavex Company, an Overview; compiled by Mayo Mobile:
https://drive.google.com/file/d/15i9suShnAjC_Vq5gEl-ocp3ebsWKr0fd/view
Good luck with the DD, feel free to ask the knowledgeable board any questions.
RedShoulder
Relax Laker, we will all know the verdict pretty soon now, what happen daily till then means very little.
I'm confident of a good AD TLD report.
Take a peak at today's charts for Dow, Naz, S&P, Russell and you will see they all fell sharply, including the XBI and AVXL, around 12:30 today et. All 4 major markets went from green to red. Same for most all stocks.
Here is why:
The August jobs report showed the U.S. unemployment rate rise across the board. Meanwhile, Black workers marked the only demographic to see their labor force participation fall.
The unemployment rate rose 0.2 percentage point to 3.7% in August, according to data released Friday by the U.S. Bureau of Labor Statistics.
https://www.cnbc.com/2022/09/02/august-jobs-report-shows-declining-participation-among-black-workers.html
Check out this good news article copied from the ST board. This may be the turning point according to real data. That would be great for AVXL's coming out party.
"Inflation is starting to 'drop like a rock' leading to deflation in certain areas of the economy," Fundstrat says."
"Inflation is starting to "drop like a rock" rather than a feather, leading to outright deflation in some areas of the economy, Fundstrat's Tom Lee said in a Wednesday note."
"And according to Lee, inflation is quickly cooling."
"42% of CPI components are declining from recent highs = deflation," Lee said, adding that five of the nine US regions saw outright deflation in July on a month-over-month basis.
"These 5 regions represent 49% of GDP. In East North Central, CPI annualized is -3.96%, outright DEFLATION," Lee said.
Additionally, leading inflation indicators like used auto prices, airfares, and real estate "suggest many other components of CPI could start falling outright," according to Lee.
"There are many counterpoints to suggest inflation could fall faster than consensus expects. This, in turn, would change the path of Fed policy. Arguably, the inflation swaps markets are already reflecting this, hence, the lower levels of implied inflation," Lee explained.
Digging into the actual components, Lee highlighted that commodity prices like gasoline, lumber, and wheat are falling like a rock, as are electronics, meats like chicken and beef, and clothing.
At the same time, used cars and vehicles, airfares, and durable goods are "starting to fall like a rock," and history has shown that rent and housing costs will "fall like a rock" soon, according to the note.
Analyzing the previous 40 years of rent data for New York City and San Francisco, Lee found that "when owners equivalent rent falls, it falls like a rock...rents could fall a lot faster than many expect."
With the view that inflation is quickly falling, Lee reiterated his call for a second half rally in the stock market that could ultimately drive the S&P 500 to new highs by year-end. "Bottom line. We see second half rally thesis intact," Lee concluded."
https://markets.businessinsider.com/news/stocks/inflation-prices-dropping-deflation-economy-rates-fundstrat-stock-market-2022-8
Shorts are very slowly starting to cover:
SETTLEMENT DATE*SHORT INTEREST*AVG. DAILY SHARE VOLUME*DAYS TO COVER
08/15/2022***8,428,105***784,854***10.738437
07/29/2022***8,726,226***855,980***10.194427
07/15/2022***8,260,601***918,653***8.99208
06/30/2022***8,707,363***1,190,086***7.316583
06/15/2022***9,497,126***821,200 ***11.564937
Including " awesome use of her hands and arms" in the Instagram.
NEW and Important: Mayo answers a very important question I have been asking concerning Anavex's A2-73 Blarcamesine vs SAVA's drug. (This was answered on ST so I'm copying to this board. This is the most important post I have made to date.)
The question:
Mayo, I have had a question that has not been answered or opinion given that you may be able to answer since it involves a misfolded protein.
"Simufilam is Cassava Sciences’ proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA) protein in the brain."
Since filamin A is down stream from the S1 receptor; once Anavex 2-73 restores the S1 receptor to homeostasis, would that restore filamin A to proper folding, thus making SAVA's drug redundant and not needed?
------------------------------------------------------------------------------------
The answer:
RedShoulder absolutely, S1R mRNA expressive properties should rectify abnormalities with FLNA.
FLNA is located on the X-chromosome. In fact, it’s very close to where the MECP-2 gene is located (cause of Rett syndrome).
For more information please go see my XLID entry! :D
10
------------------------------------------------------------------------------------
Once A2-73 Blarcamesine is approved for treating Alzheimer and becomes the strong SOC, I think SAVA's stock will become worthless. Not even needed as a combo to A2-73 Blarcamesine.
Mayo, I have had a question that has not been answered or opinion given that you may be able to answer since it involves a misfolded protein.
"Simufilam is Cassava Sciences’ proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA) protein in the brain."
Since filamin A is down stream from the S1 receptor; once Anavex 2-73 restores the S1 receptor to homeostasis, would that restore filamin A to proper folding, thus making SAVA's drug redundant and not needed?
Many thanks Mayo for the in depth analysis, this time on protein folding and misfolding:
Key Findings & Facts:
Protein misfolding is a relatively common cellular event caused by genetic mutations, translation error, abnormal protein modifications, thermal or oxidative stress, and incomplete formation.
Unfolded protein response is activated in response to accumulation of unfolded or misfolded proteins. It aims to restore normal function of the cell by halting protein translation, destroying/clearing misfolded proteins, and increasing expression of genes involved in protein folding. If these objectives fail, the unfolded protein response turns toxic to homeostasis by prompting apoptosis (cell death) at elevated levels.
After cross-referencing Anavex's AAIC AD/PD Gene Clustering Poster (2022) it appears likely that Blarcamesine has implications in all three unfolded protein response pathways - not just IRE1 as was previously thought.
https://www.sotcanalytics.com/update-compendium#h.piozvv6tu1kq
All the markets closed red, XBI red, SAVA down big at 11.13%; and yet AVXL closed up on the green side. I'll take that any day considering the market condition today.