Anavex Life Sciences Corp (AVXL)

[nidan7500]

Mike..

Gottlieb lost a lot more credibility to me... He stated guidance for 5 CNS indications by year end... Me thinks one has much to do with each other... reason TGD moved PD overseas.

Even w/the benefit of complexity-doubt G. either ran into a wall or he just blew it. It does look like G and M were in the same boat. We do not know why and maybe never will.

The most generous explanation I can come up with has to do w/they got into the pre work analysis and realized it just too important to rush or the new protocol prevented rushing it. IMO, if the darkest of the FDA process trolls said "stop the train...they need BLAH- BLAH then I think he would have done a public meya culpa PR. NOT SILENCE.

So, if they got started and realized it was huge, had to slow down to get it right before they finished the protocol(s) at least that is an explanation and it is about what I think happened. But, I still do not get the silence thing.

Taking PD off shore b/c they hit the wall makes some sense. IMO, they would not do this unless AVXL were very confident of a win.