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Good day 2..Exceptional post. Made my day. Thx
Hey Bear, as usual you have gone above and beyond w/logical-rational comments. Thx.
I have been willing to give the AVXL silence the benefit of the doubt if it means they are not fighting off some petty BP/WS/BS point. We have very serious limitations (by design) when it comes to resources sitting around the table w/BP. So, IMO silence is good but as a strategy it has limits, and I think we must be getting close to loss of credibility w/a continuation of that tactic only.
Totally agree we cannot put MS on the menu and then not discuss it at length. If they did that just clear the air (say no deal/plans exist w/BIIB) then there better be some kind of back up/better alternate plan.
A Monday pre conf. PR would be excellent but I have limited hopes on that.
My fantasy list includes news this week from FDA on trials for Rett or AD, PD. At times I think my strong belief in the whole Restore/Regenerative model based on CNS Homeostasis breakthrough interferes seeing the realities of BP establishment. On the other hand, if the thesis is soon proven true by Rett or other means then we are literally golden. IMO, this and the next conference need to be rich in content.
SUM...I like your thought Re": Australia
sooner the better
Interesting,
retailers, On a scale of 1-10: Do you expect a significant PR next week and what will SP be on 09/15/17?
My choice:
b/c of planned session which mentions MS and includes BP, planned Rett, PD trials, stock purchases by Dr.M., and it's time to fish or cut bait.
On scale of 1-10 my pick is 8+=almost certain. The SP will be > $10 on 9/15/17.
responders what is rationale, number and SP$.???
Sweet explanation, makes sense.
I get the sense of a well thought out set of events being executed according to a specified sequence. These events are in the best interest of shareholders and patients. Not pump just opinion based on how we got here.
NWDR...nicely done, thanks.
McM...I agree with where you are heading on this point...
https://finance.yahoo.com/m/cf287cdc-7cf5-321a-8aba-2c87271e8a78/ss_sarepta%E2%80%99s-positive-trial.html
[quote It will stay blinded until 6 months for an interim readout and again at 12 months][/quote]
Will new rules change the game when results warrant? I sure hope such is allowed.
[quoteHe's been consistent with 750 each week.][/quote]
OK w/me, I like $750 better
Serious question about future control of AVXL. (assuming it works)
If you step back and take an informed view of the possible scope and impact this miraculous clinical/medical platform can the competitive/commercial/market enterprise process be trusted to manage it or is it too important to turn lose? BTW, I despise big govt.
$375/share BO...is the coded msg...imo
After reviewing this slide stack one has to be impressed with what AVXL has on it's plate and the massive potential.
IMO, the size of the AVXL pipeline is only constrained by knowledge.
Now What? Any clues on when the FDA will publish new trial protocols? Anything magic about September that we know of? Historical precedence? Is it "one size fits all" or new ball game. Actually starting trials is the next major news and that seems to be gated by FDA decisions/controls. Good news seems certain.
And the big question for the "Hand wringers" is this little company (AVXL) going to be allowed to be the ONLY driver of this miraculous concept or will they get Govt. "Help"?
Xena, excellent point.
[quoteimproving on a scale that exceeds the testing capability it will not be ignored, IMO. ][/quote]
Suggesting that of all the measurements for new/precise science of cellular CNS restoration/regeneration the patients and care givers themselves will be the ones who determine pass/fail. Humm, what a concept. BYE-BYE BP. Now meet REAL SCIENCE.
https://alzheimersnewstoday.com/2017/07/17/alzheimers-risk-may-be-worsened-by-chronic-sleep-deprivation-study-sugggests/
on sleep and AD
An anecdote here, an anecdote there....after a while they start to add up.
More about sleep and AD. So far no contradictions to the base discussions here
https://alzheimersnewstoday.com/2017/08/28/pathway-linking-inflammation-to-cellular-processes-may-be-potential-target-alzheimers-other-diseases/?utm_source=Alzheimer%27s+List&utm_campaign=32848e9881-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_94425accb7-32848e9881-72173229....
New, seems to link well w/discussions here
Brilliant connection...thx
McM, there you go again asking questions about things we know we do not know. The next thing you will ask about what we do not know we do not know.
[quoteNow what
Gilead Sciences dominates HIV and hepatitis C treatment, and this acquisition provides a platform it can use to try to become a top-tier player in oncology. In addition to CAR-T, Kite Pharma is developing T-cell receptor (TCR) technology that may provide a second platform that Gilead Sciences can use to develop treatments for solid tumor cancers, including non-small cell lung cancer.][/quote]
combination products will be a logical medical follow up with the added benefit of accelerated trail/approval cycles due to known variables. A2-73 -AVXL platform is massive by inference.
Just a follow up thought. Does anyone think that there will be a last min. run up today before close? I do, hate to see anyone miss the boat.
bear...very impressive, well done.
McM., You are right. Of course there are established interests (BP Goblins) all over the place. They have had years to develop whatever system is in place to propagate their links that influence what happens next. For whatever reason no insights/tips/leaks/news is out through the normal channels. IMO, if there were weaknesses/bad news known then MF and others would find a way to get it out by now or at least to reset/degrade expectations. The H/W big Sys guys have a lot on the line here also. If taking a 40mg dose of A2-73 defers the need for Chemo/xray/surgery...then what? Some one has some splainin to do.
Real exciting stuff here. So far, no contradictions to the CNS restore/repair story which is critical in support of proving the Dr. M. thesis. We will be pushing the envelope into areas we know we do not know and beyond. All the best.
att..IMO there are other high leverage factors at play in this set of dynamics which influence to standard buy/sell model. The FDA and DC politicians will be on anyone playing games like stink on Shat. Fear is a factor. The other possibility is that this board and a few friends are the only people on the planet who know about or believe this whole CNS story. And so they are waiting for this to just blow over. A whistle past the graveyard strategy.
If the AVXL story is proven true then a massive rethink of how money gets spent in medical care will get started. It will take time to understand and act on the consequences of these changes. There is an old fairy tale (tarbaby I think) with a line that says..."an ole brear fox he jus lay there".
My guess is many contingencies are planned but at the moment they (MM) have no idea what to do. All the how to screw the retailer plans are on hold. If this is all true, new game. Small float, Dr. M. and team are motivated to make it all real....some on has to blink...and it ain't going to be us. Going to be a long-exciting weekend and next few weeks, IMO.
T, thanks for an informative post. One fact that stands out here has been (after many months) there have been zero informed posters who have contradicted the possible restorative/regenerative effects of A2-73 in CNS diseases.
Thx Bear.
Binary events are like pornography...hard to describe, but you know it when you see it.
Agreed:
"
Some recognize this as an opportunity to be part of a true scientific breakthrough which will have massive positive consequences. BTW, kind of like knowing you (and others here) hold a winning lottery ticket for a drawing yet to be held.
Falconer, well done. The CNS Homeostasis restore/repair thesis remains w/o contradiction.