Anavex Life Sciences Corp (AVXL)

[seventhwave]

Notes from leafing over the presentation...

Pg 3
* 1st time printed mention of "strong IP (COM to 2033)"
* 54? subjects treated with A2-73 over p1+2a? No one's discussed the 54-32=22 subjects plausibly treated in p1?
* Q4 - PK/PD release & start of 3 trials reiterated

Pg 4
* A-2-73 for MS with Biogen is dead & buried - no mention in remainder of main presentation - leftover in appendix is probably oversight

Pg 14
* 1 page is very little detail on establishing hypothesis & plan forward with Parkinsons

Pg 20 LOVED IT!!!
* Full Genomic Sequencing!!!
* Affirmative validation of Ariana's KEM to estab. "Systematic Responders Hypothesis"!!!
"Actionable optimized p2/3 clinical trial patameters" !!!

Pg 22
"Ongoing in-licensing/out-licensing review to optimize value of pipeline" - still on Missling's mind - consummate (potential) dealmaker!

Pg 28
* While they have said it before, I like them pointing out - "Temporary improvement in P300 amplitude seen with donepezil therapy persists (italics) with ANAVEX 2-73"

OVERALL
Timeline: I still don't think Anavex can effectively commence by EOY2017, esp. trial site id & 1st patient recruitment for Parkinsons and maybe Alzheimers. It leads me to believe we will see a master protocol under 21st Century Cures Act as some have speculated which will allow Anavex to formally claim the start of all 3 trials.

Great to see a mostly NEW slide-deck - the old one was wearing on me. They ought to change the pics on the front & back covers though - I could recognize the 2 ladies on the cover in a mall if I ran into them - seen their mugs so many times now. put Ern Heaven's pic :)