Anavex Life Sciences Corp (AVXL)

[Franz1969]

Just watched Missling on "The Deal". Hour long panel discussion which included a partner from Bain and the CEO of Contravir. General pharma landscape discussion, so not a lot specific to AVXL. All panelists were very impressive. Missling started a little slow as the Contravir CEO was a bit long winded. Impressive, but long winded. Missling hit his stride a few questions in. Really knows his stuff on both the science side and biz side.

Some nuggets:

The woman from Bain clearly knows who Missling and AVXL are. She mentioned Biogen as having some promising early results for Alzheimers, then turned to Missling, smiled and said hopefully we'll have even more successes soon. Later on she turned to him and smiled again when referencing promising compounds.

Missling mentioned three times how important data and data mining is to AVXL and they're really focused on that. Mentioned personalized medicine. Sounds like Ariana will be key.

The host asked about partnerships and buyouts and while I'm no expert by any means, it seemed like Missling would be cautious about giving up too much on an early deal so as to get maximum value on the back end.

Watch for yourself if you have an hour, but again, not a lot of specific focus on AVXL, but you get a good idea of how impressive Missling is.