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If $AVXL went from 3 - 100 with nothing in between I would not worry about trading in between.
By waiting for controlled trial readouts and hoping they are conclusively great.
At the Cantor conference I am sure I heard Missling state that A2-73 HAS ODD in EMA, which appear confimed from your link.
Investor and Scientific Conference aside, I am not sure why some feels Missling should spent more time and effort promoting Anavex.
Promotion would be called out as Pumping right? Pumping may have short term effect perhaps lowing cost of dilution, but to me seems short lived and likely to cause more trouble than good.
Not Pumping is called out as letting down investors - "do something Missling I've not got rich quick!", Or
"I've lost money having made my own choice of investing in $AVXL."
Perhaps investing too early and not learning that biotech takes time that can gainfully used with skill to trade the volatility.
"Worst stock ever and now I want to blame someone else."
It will all come out in the wash with positive controlled trial readouts and is all that in the end counts.
So far it seems things are going in the right direction...
I would even go along with definitely maybe.
Agree Missling delivered his best performance to date with strong suggestions of efficacy and explanation of MOA, which bodes very well across indications.
I have learned to be cautious and not sell the skin before the bear is shot. Hence everything remains however strongly suggestive until a drug is approved. Meanwhile, the Risk/Reward ratio of $AVXL so far continues to improve...
Something like that if/once A2-73 is actually approved.
That's WRONG
Agree, this is the bit that folks who have a hard time accepting how a universal healthcare system works don’t appreciate.
Is an insight the same as a conjecture?
Yes recognised as cash in the 10-Q accounts.
Missling said with no significant dilution, or words to that effect. No doubt referring to the business as usual LPC funding under the recent shelf authorisation and combined with grants such as the AU tax cash benefit.
Positive Rett and PPD result should effectively put an end to any discernible dilution.
I would say all 3.
Money and stock upfront and a revenue share in some proportion that reflects the parties stake and responsibilities for future continued earnings.
That would de-risk our investment and retain a share of future appreciation.
I guess approval contingencies are a given as no licensee would give both an arm and a leg before approval.
He has 3 bottles of liquid formulation A2-73 at the ready.
The 6 patients Rett trial GABA results provides fuel to that hope. Perhaps if/when A2-73 is approved for Rett a doctor can be found willing to prescribe off label.
Best of luck!
Different Tansey (not Tanzi) and different drug called XPro1595.
Addressing inflammation. Seems several parallel studies down under vying for AD patients.
https://www.9news.com.au/national/alzheimers-disease-drug-trial-inflammation-dementia-health-news-australia/c62e8702-5bf3-4334-8a19-f53e288d2cda
PS! My guess is that the Cantor agreement comes into play when Toutain needs to build the Anavex sales org for rare disease indications starting with Rett.
Yes the Cantor dude who still doesn’t follow Anavex as an analyst did indeed say that.
So either Missling’s subject matter was really good or the previous presentations were rubbish.
I would say the former.
Probably not what you are looking for, but this seems to have some hints going in the right direction: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4681538/
If you ask what date in 2019 Rett results will be released an answer might be possible.
Yep doubled on the last digit!!!
I used to give a lot of corporate presentations around the global offices mainly to sales and marketing folks.
In the beginning it bothered me repeating the same things at each location and even more on 2nd and 3rd visits maybe 6 months or a year later often without many new and groundbreaking to say.
Eventually I realised that I of course knew well everything I had to say, but that my audience often did not because their days were filled with a million other details.
Repeating a good message well has a lot of value in promoting the knowledge of what a corporation has to offer!
That’s what Missling did today with enthusiasm and clarity and is getting good at doing it, as I did, because he believes in his product and understands the need to reinforce the messages.
There are a few BPs with spare capacity for selling an AD drug.
No Mr. Bond I expect it to tank.
Not sure it was ever there.
I’m on a very strong 30%+ after the initial Rett data.
Risk/reward is going in the right direction.
Nice to hear that Missling is still looking to commercialise the rare indications in-house while out licensing PDD, AD and other large indications to folks with established sales channels.
Missling is doing great today and it is clear imo it is because he is confident that the goods in the bag.
AVATAR n=33 the 3 being a repeat of the US PK study, which is why AU were looking for Rett patients guaranteed to receive A2-73.
P2b/3 AD to readout in 2020.
All according to today's slides.
Couldn't they just not have told the rats they were part of an experiment?
Actually not even sure if rats understands Danish.
There is something rotten in Denmark - and it starts in the gut, it seems.
Isn't surprising that a socialist single payer healthcare system can work something like that out given the superiority of the US system.
Where is the news?
Have we ever experienced that a corporate update at some broker event is used by Anavex as a forum for delivering news?
Cool - it also tells us that other drugs has competition for enrollment from A2-73 and given the recent results and the nature of the other drugs likely quite a lot of competition.
Not sure much more is needed, but controlled trial confirmation is. More would be astounding and outright fantastic.
I think we must be due a lesson from someone in portfolio and time-money management.
And what about the oh so clever guy called George?
Smile tomorrow is worse.