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Being objective here, it is a trial of n=2 WITHOUT a placebo arm.
Would you treat Anavex to the same standard from here on?
I mean for the sake of all Rett patients that is.
Or do you have a double standard in which you grade Anavex`s success much harsher?
If so, then that is pretty cold hearted in my opinion.
The article is great and has hit all the points everyone here have already discussed, and why I stay invested.
This is BlackRocks ETFs exposed to AVXL and their corresponding percentage of exposure.
Criteria per ETF are each different and I find that it doesnt equate to any stamp of approval for success.
Im in the camp of I`ll be leaving when they are joining, what happened to that eye drop company and its 70% institutional ownership?
Absolutely nothing, since they can`t predict what the FDA will do.
Why in my opinion, is better to invest in indications with no or very little available therapies, since the pressure is on the FDA to approve in these areas more aggressively.
BlackRock ETF exposure list to AVXL Total Monetary Allocation=$18,618,208 (after multiplying the total asset to the allocation percentage)
iShares Neuroscience and Healthcare ETF (total asset value 4M)
1.37%
iShares Micro-Cap ETF (total asset value 730M)
0.12%
iShares Biotechnology ETF (total asset value 6,365M)
0.05%
iShares Russell 2000 Growth ETF (total asset value 9,222M)
0.04%
iShares ESG Aware MSCI USA Small-Cap ETF (total asset value 1,231M)
0.04%
iShares U.S. Small-Cap Equity Factor ETF (total asset value 713M)
0.04%
iShares Morningstar Small-Cap Growth ETF (total asset value 406M)
0.03%
iShares Russell 2000 ETF (total asset value 49,977M)
0.02%
iShares Morningstar Small-Cap ETF(total asset value 188M)
0.01 %
iShares Russell 2500 ETF (total asset value 775M)
0.01%
Oh crap I forgot you weren`t on earth during the pandemic.
Which lasted and slowed down the WORLD for at least 2 years.
Oh alright then I'm glad I was able to clarify what you implied, since it wasn't clear.
Fair question, but if results were in, what makes you think the longer we wait the worse they are?
Yes I been told, and you very smart.
Now we keep an eye on the measuring stick to see if is being measured or used to measure.
Yes, I understand, but I wanted YOUR exact measuring stick.
Now I got it, thank you.
No it did not surprise me, but now we have something to measure it against.
I hope is a big room, it will need a lot of head space and not for mine.
Not difficult, as I wanted YOUR interpretation and expectation.
It needed to come from you, the SMART Biotech Investor.
You are a minimalist alright lol.
I promise you, I do not need your assistance.
Perhaps only in how to be uber POMPOUS!
Can you outline these expectations, not sure to find them in the thread.
Thank you for the response, we will see what the company delivers this time around.
Maybe clarification on this is needed:
Really and what is my current analysis and future expectations?
Would love to hear lol.
Oh and by the way notice how the poster Investor, refuses to outline what a proper read out will be.
Since it can then be verified and graded.
What is idiotic about asking for the poster's expectations of a proper trial readout, so we can then compare and grade?
I simply asked if you were asking on his behalf, since the poster refuses to respond to a simple question.
I do not have PMs nor want to purchase the feature, nor want to wait till Friday.
I want a simple public answer for everyone to see what a SMART Investor, expects and considers a proper read out.
Sure Bob, just notice the silence.
Since I'm pretty sure my question was directed towards investor.
Do you speak on his behalf?
Let's see, maybe I get an outline of his expectations.
Otherwise, is just another revealing act of silence.
The purpose of my exercise is to gauge what a very very SMART investor expects from the company vs what the company delivers on its next clinical trial results, Rett in this case.
Then what the additional P2b/p3 AD FULL DATASET will deliver.
Will a negative view persist if the boxes check out?
Or are the negative views consistent with expectations vs reality.
Again I ask, what is YOUr SUBJECTIVE view of what these next clinical results should include?
I cant infer what you are thinking, not like you apparently can.
Because I want to hold you accountable to your word, I do not know the answer to this question?
Which by the way is subjective, and WHY I ask.
Oh and nice ad hominem attack LOL.
Can you spell out what a complete news announcement is to you?
This way we can compare after the fact, if it met the expectations.
That`s fair no?
Going down, but still at 25% NICE!
Please do let us know when it actually goes down lol.
LOL you are too much !!!
Yea his actually sounded better.
But this guy has 40 years of experience vs 30
This is exactly my same theory.
Speaking of NDA did you get the hint?
ofcourse you "didn't", but I did.
YOU seem to be missing my point.
All good my point doesn't need your approval
Double negative? Lol SMART!
I understand what you are saying, but you didnt answer my question to your question.
Clearly Anavex is not in the same situation.
It is clear that your point is that a CEO can say anything he wants and reality can say something else.
It is my point that our CEO has data to back up what he is saying.
Cmon now you are SMARTER than this.
Yes by logic and definition Anavex has better results thank you for bringing that up!
The more reason why Anavex is a ahead of the pack.
Or even better imagine if APOE4 patients were part of the strong responders, and our drug really does its job even on those high risk patients.
Of course you would suspect the APOE3 gene, since is apparently your job to do so.
This institution of 1 bought more shares today, unrelated to yesterdays news.
But good luck to them also.
I probably bought Leo`s shares since he was looking to exit around this price range.
Shrug.
Yea never been in the camp of AVXL being bought out by any BP.
I do however agree a partnership is possible, even with Roche despite their cash balance sheet.
I BELIEVE, you killed two birds with one stone.
hehe haha
Certainly not considering that not all deals are done via cash only.
Stock exchanges are also typical.
hehe haha
Dont forget cash is not the only way deals are made.
Stock can be involved as well.
I agree with this, nor its release time frame, so not sure why you keep pocking at it.
I mean rhetorically not sure
I hear you but imagine being Roche size and having ALL your resources focused on one acquisition?