Anavex Life Sciences Corp (AVXL)

[Bourbon_on_my_cornflakes]

Thanks for posting Biogen analysis. It is interesting to see that an effective alz drug is seen as the major catalyst. I still think if it means that much to Biogen, it would mean even more $$$ to Pfizer.

Love these parts: " Business development provides upside optionality while Alzheimer's remains the key, must-own catalyst."

"Alzheimer's remains the key catalyst: Management has discussed using its strong balance sheet (about $12 billion of capacity) to fund more mergers and acquisitions (M&A)." That should be the starting price.

"Importantly, we remain positive on aducanumab's potential in Alzheimer's and await Phase 3 results in late 2019 or early 2020." AVXL will of course have results well before then!

"The next key Alzheimer's catalyst is 24 months Phase 1b follow-up at clinical Trials on Alzheimer's Disease (CTAD) in November." yes will be interesting to see how thye are doing when we show some skin.

While I think Pfizer is the biggest potential payday, would it be possible to license 273 to Biogen ONLY for a combo with aducanumab?

That could get us some handsome cash in a couple months, while still keeping the big payday with a comprehensive partner open.