Anavex Life Sciences Corp (AVXL)

[Talon38]

Here is a M & A thought. Much conjecture has swirled around Celgene and Biogen. However, with Celgene's success with their MS drug Osanimod, there may be a rethink of the value of Biogen's MS drug lineup (6 in the market and two under trials) and its questionable anti amyloid AD drug, Aducanamab. Any success of 2-73 in Retts, Parkinson's or the Alzheimer's P2/3 may cause Celgene to try to step over Biogen to acquire Anavex. Then, I'm pretty sure Biogen is watching that "move to the basket' very closely and they have the advantage of the current MTA with Anavex. Any indications that 2-73 has more MS efficacy than their own two remyelination drugs, BIIB061 and Opicnumab, will imho trigger a quick move on Anavex. This doesn't rule out other possibly players such as Lily, Merck, Pfizer Eisai et. al. Would their be a bidding war...who knows but, we can sure hope so!.

If you are so inclined to look at some of my amateur and limited DD on this issue, I'll provide my previous posts on the subject and look forward to the more astute comments from the Board. Posts 91148, 91785, 91787, and 92473.