Anavex Life Sciences Corp (AVXL)

[shoeman6]

My best guess is that weekend data will be positive but inconclusive. Anavex will want to run more trials, investors will want more information, and we will be all left cautiously optimistic.

Imagine data which shows faster improvement in cog, mmse etc than donzepil but sustained levels near the maximum expected for donzepil. Many may interpret this as "bad" or "unsatisfactory" but said speculative results may suggest that 273 is acting to prevent the future decline of these indicators (something donzepil does very poorly), more data would be needed.

Alzhiemers is a complicated disease (The Good Doctor has said this over and over again). I have no doubt data will be good and justify higher pps, but the market may not realize it immediately. Don't overestimate the general public's ability to interpret scientific information, we only have to look to climate change, vaccination, and nutrition debates to see evidence of this.

Disclosure, I am VERY long in AVXL and will be holding through data.