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I think this is correct. I can’t believe they just ignored one of the primary endpoints. Again.
Anything is possible. But I don’t like to spend my time playing what if.
The simplest answer is they are understaffed and inexperienced. And they have too much going on at once.
I’m going with that. But again, I am betting the drug works. It’s just going to take much longer than I hoped.
With all due respect - as I know you’ve been here a long time - this is a nonsensical post. You’ve lost your perspective. You are talking about your hopes and ignoring the realities staring at you.
These milestones have been out for more than 6 months. They knew AD data was coming when they made the other dates. Surely they built in some buffer. They didn’t miss one or two. They missed almost all. Again!
I appreciate your enthusiasm. But the criticism is valid, and deserved.
Despite being very long on the stock, I find it pretty incredible that anyone could refute the substance of the post. I get you don’t like the messenger. Maybe that all changes tomorrow but the self inflicted wounds of missed deadlines is truly staggering.
Missling may be running the best trials ever conceived (he’s not) but in terms of setting investor expectations, communication and managing the process - he’s truly horrific. It really isn’t debatable. I’ve never been involved with a company that misses as many self imposed deadlines.
The good news? If the science is there and the drug works, none of that matters. I’m betting it is - but it doesn’t have to be this way.
Yes. He’s just not good at this. Not entirely his fault given second language. But it dilutes the message. Data does seem very good.
And how about now? WGT?
Need some help from the board as I know there have been other experiences. I am an investor in this company for the last year or so. A family member (in the US) was just diagnosed with stage 4 GBM. What is the process or what can be done to get into a compassionate use program or anything else?
Any and all help appreciated.
Not a very active board. Need to get some more peeps here!
After the market closes, the day before thanksgiving? What?
No, I don’t find your line about showing a random video featuring a bio ceo to a body language expert compelling, realistic or logical.
This post started out fine. But that ending. Good Lawd!!!!
Come on man.
This is a grossly simplistic statement.
Thanks.
Thanks.
You have covered every possible outcome with no firm position or prediction. Very helpful.
He’s saying the guy is super sketchy. Which is hard to argue against. Google him.
Normally, most people are uncomfortable when their company knowingly does business with people with that track record.
It’s good to look at this stuff objectively. Don’t fall in love with your investment.
That would be great if true but it would be news to me.
It is a very important point which is why it would be nice if it wasn't touted as truth without certainty.
Have they? Can you provide a link? I know they have repeatedly said that portions were positive and that overall they were pleased with the results. But I don't recall seeing anything that has definitively stated that primary and/or secondary endpoints were met.
This is exactly right. I have a core position and another bucket where I sell covered calls and ladder them. The income has been fantastic. I would have traded that bunch of shares anyway - why not get paid extra while I wait. It’s a great day when I get called away - watch the price, look for an attractive opening and do it again. If I miss a pop one day on those shares that’s fine - that’s why I have core holdings. This has been so volatile, just a thing of beauty. Plus the downside is protected for foreseeable future.
Not it. The conspiracy stuff is silly.
I agree too much time has been spent on this, which was the point of the original comment. The reason I brought it up was that people were viewing it as some secret code. When in fact, I believe, she got caught in the moment and said something dumb. We all do it.
But then what? So she calls the company and finds out - is she then going to put out her own PR? Is she going to call everyone that was on the call? That’s where it breaks down - she got caught up and it was a throw away comment.
She’s a positive for the company, let’s not try to make it more than it is.
I am very long this stock and overall think Hagermans enthusiasm is a great thing. She knows what she’s doing, she ran a site and she believes the drug works based on first hand knowledge and experience. That’s all fantastic.
As an investor I think one needs to completely discount her “I’m gonna call the company to see if it’s Approved” line. It’s a ridiculous, non sensical statement made by someone that got too comfortable in her surroundings.
It was nuts. This Is a great trading stock to build your core position. Lot of potential here but not much for near term catalyst unless they partner.
How does this statement make any sense.
I don’t follow pre/post trading. What does this mean?
The wording is key. I don’t think results are bad - I think this was a fishing expedition. They caught something, not sure what it is yet.
For me, this is a time where Missling and others need to start buying stock. If they think this is that good then they can now acquire at a 40 percent discount. If not now, when and if not now, why?
Maybe. But can someone explain why those other items in her list matter when they aren’t listed as primary or secondary endpoints in the trial design? They picked endpoints before the trial started. Not after.
I looked back. First purchase in sept of 2015
How often do you see non AD data presented at an AD conference? Now let’s take the next step - why would they bother with bad non AD data at an AD conference? Be better.
Given the PR and what they are doing at the conference the data has to at least be good and most likely it’s great.
What would the response be if Anavex called with the request to present awful PDD data at an AD conference. It would be a dial tone.
We don’t have any actual data. We have the company saying the primary endpoint looks good.
And one question. Good Lord.
Glad to see the PR and that results are potentially good. Why no actual data? It doesn’t make sense. I don’t recall seeing other company releases with no actual data? Why not provide some very basic top line? This call kind of sucks.
I have way more shares than I should. The reality is if results are good I am selling earlier than I originally planned as I don’t trust the guy in charge.
A lot of us are stuck. One can believe in the science yet realize the company is being lead by someone in over his head. That is very much the case here. Unless the PDD readout is stellar, this only ends badly.
Poor or mediocre results after missing yet another deadline will be bad. And God forbid they were selling stock this whole time.
They have had the data, he knows. If they sat on it and it’s good it will be fine. Most every other scenario means we are all in for a beating.
For the first time I have some concern about a Friday afternoon news drop.
I agree. Regardless of data, missling does not appear to be worthy of a ceo role at a public company. He might be a whiz at setting up trials, but if successful the ceo needs to be much much more than that. And he has thus far shown to be a lousy communicator and he consistently misses self imposed timelines.
I would like to laugh at this, but unfortunately it hits a little too close to home.
Today, tomorrow or later.
This is all great, but it’s all pretty meaningless until we see some actual, “real” data. I think the horse has been sufficiently beaten.