Nidan, I listened to the CC and read the 10-k, some of my takeaways:
For what it’s worth I’ll point out that pages 2-4 of today’s 2017 10-k provide much greater detail & efficacy results/updates, and the a2-73 pipeline descriptions are more extensive this year as compared to the 2016 10-k. Furthermore they’ve added the additional indications of Angelman syndrome and Fragile X syndrome to the pipeline description in the 2017 10-k.
Also in the prior year 2016 there was NO mention of Multiple Sclerosis anywhere in the annual report.
HOWEVER, in today’s 10-k for 2017 they’ve added the below paragraph (top of page 4) to explain the positive MS data from the WSU study:
“Additionally, in October 2017 we presented additional data from a preclinical study on ANAVEX ® 2-73 related to multiple sclerosis. Data presented indicates that ANAVEX ® 2-73 may promote remyelination in multiple sclerosis disease. Further, data also demonstrates that ANAVEX ® 2-73 provides protection for oligodendrocytes (“OL’s”) and oligodendrocyte precursor cells (“OPC’s”), as well as central nervous system neurons in addition to helping repair by increasing OPC proliferation and maturation in tissue culture.”
Therefore there’s likely more to the Multiple Sclerosis/Anavex story with:
• MS being newly discussed in this year’s 10-k, and
• with MS mentioned in the p/r this morning and
• with Dr M reminding about the positive & encouraging MS data from WSU testing during the conf call and
• by his stating that they were still moving forward with the MS indication and that updates would be available in 2018 when they have “better clarity”.
Otherwise it was also good to hear that the Rett syndrome IND likely was filed at least 1 month ago as Dr M said that feedback/approval could come any day now.
And therefore Dr M said that the Rett trial could still initiate & commence dosing in 2017 theoretically.
He also said that he envisioned multiple trial readouts upcoming in 2018.
