Anavex Life Sciences Corp (AVXL)

[Talon38]

Blu, Aducanumab and several other AZ drug candidates that target amyloid plaque and tau are in a minefield of like drugs that have failed. Clearing the results of the disease hasn't stopped its progression. Biogen has seamed to double down on this approach as they have partnered with Eisai on two amyloid prevention/removal drugs and just purchased a questionable tau removal drug from BMS. The direction of most of these trials is to move left into the MCI(pre-AZ) and mild AZ patient area and try to convince the FDA that these drugs are an effective prevention vehicle. Although Biogen is researching an oral application, the price and inconvenience of the current injectable form of Aducanumab will not impress the FDA. The brain swelling complications sets off alarm bells.

Below are my comments in a May post on the subject with an accompanying article. Believe the trial is more massive and is instituted in quite a few locations in several countries.


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"Here's another article on Biogen which casts doubt on their main AZ drug Aducanumab. In light of the huge 2500 participant P3 ramping up for the drug, Biogen has to be looking closely at 2-73 in their lab and the results of ANAVEX's P2 and upcoming P3. Like Bourbon's "Dirty Harry" illustration, Biogen in a "do you feel lucky" moment looking down the barrel of an AVXL 357 Magnum!

Also, there has been a big shake up in the company's management over the last six months, possibly indicating new directions driven by the new CEO Vournatsos."

http://www.biospace.com/News/some-predict-biogens-alzheimers-drug-will-fail/453826