Anavex Life Sciences Corp (AVXL)

[Talon38]

F1ash, the last Catalyst is very informative, " in-licensing - ongoing". Believe much is afoot behind the scenes and that there are serious ongoing talks that may have their origins in discussions from New York, Vienna, Tokyo Chicago and elsewhere. Still think that Biogen is in the running. Again, their scientists have their hands on 2-73. If there is potential in CNS diseases, they will have intimate knowledge of it.

With the full changeout of upper level management with the departure of the CFO, the new crew under Vournatsos has very little allegiance to the current pipeline including Aducanumab and its very costly P3. Their new Head of R&D, Micheal Ehler's statement about "acquiring drugs before they've been completely proven." is quite telling. Pressure will continue from Biogen's BOD for the Management Team to stop the bleeding.

Chris Messling will in all cases be driving a hard bargain with whoever is in the hunt, but to get 2-73 to market in 2018, ANAVEX will have to have a solid partner. IMHO, that happens this year and no latter than Rett results.