Anavex Life Sciences Corp (AVXL)

[seventhwave]

I mean, if anyone forks up $ for the entire P2b/P3 trial, they should need more than Part B results and a promise that Ariana based incl/excl criteria will work.

Instead, I think, a Part C validation of Ariana's KEM based subgroup selection for 7 pts and possibly dose escalation for some of the remaining 25 pts for a full 12 months is what would be the minimum necessary for the funding.

I believe this is why Missling "delayed" the start of Alz P2b/3 until Nov/Dec. He had to because he needed 12mo data for Ariana-driven Part C for funding. Otherwise sitting on Part B data for a year is unjustified. The idea that computing PK/PD results and Ariana's KEM analysis of the data CAUSED the delay NEVER rang true to me.

News of full external funding of Alz P2b/3 will be a major factor in popping AVXL stock. I'm reaching a bit here but if at CTAD, Missling shows an additional 7 super-responders for a total of 14 in Part C, I will be ecstatic.