Anavex Life Sciences Corp (AVXL)

[tduggan]

Stealth, I agree with your deductions. I also see this puts Missling in a very unusual bargaining position. He can lay out the case you've just illustrated, and ask BP to make a win/win proposition in light of the above. BP takes a smaller piece of the pie, nd the world benefits from the most rapid possible distribution possible to the huge number who need this drug.

Think about it - why give 60% + to a BP for capital and marketing expertise when your drug is so phenomenally effective that raising capital is easy and it will basically sell itself. Sure there certain expertise required to market and navigate the insurance hurdles, but it will be immensely cheaper, assuming the efficacy is indeed what we hope/expect, to simply hire experts in such areas than to rely and a BP partner.

Just something to keep in mind when doing those profit models/share price projections which frequently require giving 60%, or more, of the future profits to a BP; I doubt we will need a BP partner - and that means we longs can basically make at least twice as much a we previously may have expected.