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I see what happens when experienced biotech investors don’t post and then can’t be the target of the emoji wars. Just empty bickering and useless bs all day long.
Geez!
My hope is that one day we will be almost nearly as excited as Missling hopes we are.
THEY get what they pay for, which is now nothing since my handler's org no longer needs my services. Can't afford the time to write new creative posts these days.
85%+ chance of EMA approval for A2-73 in AD...
Best post of the day - sticky please!
I truly hope $AVXL again ascends to price levels where my handler's organisation can again afford my fees, as my retirement depends on it.
Ohsay and Team Righteous would probably veto that.
THEY are being quite mean with the purse strings these days, but in 60 days if you can achieve to halve the value of $AVXL you could be in luck. It will be hard work for you though and it all depends on whether Anavex lands in 15% or 85 bucket you know, just saying.
Just to let y'all know that my handler called me off $AVXL as apparently my services are too expensive at the current stock price.
All you should see for now is the lower paid team members doing as best they can. That is of course unless $AVXL unexpectedly starts to ascend, but I haven't even got any code word for resuming services.
I think its also because Xena is back and bas got overwhelmed and couldn't keep up against the onslaught from all lower paid guys.
Anyway thought I'd let know and good luck until next time.
The presence and concentrations of Amyloid plaque is the hallmark of having Alzheimer's Disease (AD), rather than some other form of dementia.
Positron emission tomography (PET) is the accepted standard for diagnosing AD by measuring amyloid plaque concentrations in the brain.
PET scan images can detect cellular changes in organs and tissues earlier than CT and MRI scans.
For the MB record and as a European investing mainly in biotech often falling under the EMA, I would not put Lecanemab in the 85% bucket.
Having said that the risk of the ARIA safety issue, while not at all desirable, rarely have serious or fatal consequences. Added to that recent data analysis suggests that the mechanism underlying ARIA closely relates to Cerebral amyloid angiopathy (CAA) and inflammation in patients with 2 x APOE4 alleles. It could be that, subject to EMA's evaluation of risk/benefit and cost, may decide on approval with a label that excludes APOE4 homozygote patients.
Anyway I am not invested in Eisai/Biogen.
Sunday comprehension issues or was it just that the upper echelons of biotech investors were not available to ask on a Sunday?
Sounds like something Hoskuld could have said, of course is she/he/it was still here.
Just an attempt at some light Sunday humor, which I had vaguely hoped would be understood.
Yesterday I was ambivalent about that.
Many posters could probably benefit from using those LLM technologies.
Yes Anavex can and likely will move straight to P3 trials for PD/PDD. There is little doubt in my mind that the long wait for these trials is because Anavex wanted to learn from the P2b/3 AD trial everything they could before completing the Parkinson's programme design for optimal chances. Probably a key reason for getting Dr. Kun Jin onboard.
I am feeling generous this evening and will spare you and this MB of my thoughts on that post.
Excellent analogi!
We might conclude that stats and biotech just isn't for French literate graduates, likely not even for the best of them. French litterature graduates might just want to invest in something other than biotech, say perhaps fine art. Here the hardcore science / tech graduate has an advantage in terms of the type assets to consider as an investment, while they perhaps suck at French and have no idea what the menu card says.
It also could be 'owned' back when, as the ownership data available now does NOT reflect the EXCELLENCE readout or the insty take on the AD EMA MAA opportunity that some will see as a good counter weight to reducing holdings.
Lol! Huge sponsoring opportunity for Anavex.
There is no doubt in my mind that Anavex have been aware for some time now, before Dec 1, 2022, that a pivot to A3-71 would be in the cards. Pretty sure I posted that thought at the time obviously to the usual MB cheers of joy.
I’ll save Froll from having to say it again - biotech, as we see here in spades, isn’t for everyone.
Every time someone posts what you just did it goes towards confirming that biotech isn’t for everyone.
Those are good questions and so is whether an Anavex MAA filing would pass the CHMP Day-1 validation.
What were your assumptions prior to the P2b/3 AD and EXCELLENCE trial readouts and did they prove right or a surprise to you?
Exactly!
Duly noted!
But I did when your 85%+ chance of approval was first debated. Two other posters have also explained why your assumption is incorrect. There is relevant Bayesian reasoning why I am unable to apply a meaningful update to the chances of approval before we see if the MAA is filed and validated by CHMP.
I just do not engage in wild and silly predictions of approval. The two recent outcomes of the AD and Rett trials ought to be a sober reminder why.
That article is from 2020 before the P2b/3 AD and Rett EXCELLENCE trials flopped, princess pumper!
Tell us whatever you feel is necessarily to maintain your WGT stance in the face of the new circumstances and your incorrect application of the EMA MAA eligibility stats.
I not staying at 25% so erase that and replace with not known if and until the MAA is filed and passed the Day-1 test.
Any lawyer skilled in comprehending a text should have discerned as much from the post you replied to.
No you are mixing things up for the purpose of a contrite answer.
What case?
Here are the facts as of end Dec 2023 on Blackrock's strategic vs. index $AVXL ownership -> 8.89%
Source Refinitiv Eikon Ownership data.
Here is the overall insty ownership, where the ratio of strategic vs. index $AVXL ownership has improved considerably, which is nice to see.
The list goes to row 311, but iHub truncates the height of the image.
Given the now 55% chance of approval you have on Rett, I would have thought that to be based on insights into what the regulators have seen and are thinking?
Lets hear your "truth" I for one am sure I can handle it if you are prepared to state it. If not what is your case?
You can't give examples of your "truth" you have no case. Dismissed with prejudice!
The general answers is the same - evidence!
What is the truth you refer to?