Friday, March 30, 2018 1:19:31 PM
Great research. It bolsters the proposition that Anavex maybe "The Last Company Standing" in the ALZ Space.
As you say all but Acadia's Pimavanserin seem to be reiterations/modifications of previously failed approaches.
Acadia's Pimavanserin is not competitive with Anaxex 2-73 as it is being tested for the very narrow indication of Dementia related psychosis.
Acadia's market cap is indicative of what Anavex market cap potential is, however. As ACAD got a huge boost in market cap because of Pimavanserin potential in the narrow indication of Parkinson's related dementia.
The disparity of Market Caps between ACAD ($2.8 Bil. and as high as $5 Bil.) and AVXL ($122 Mil) is staggering, 23X. What would a similar valuation of Anaxex do to the price of AVXL stock? One does not have to have a great imagination to see what Anavex should be valued at today. Just examine the market caps of other CNS clinical stage companies like ACAD and Sage ($7 Bil with NO APPROVALS) or like AXON ($2.4 Bil, before) in its, Wall Street sponsored pre-clinical pump stage. Why is AVXL stock priced so low? That is the $63(thousand) question and may be partly due to Anavex not being a Wall Street Sponsored/Controlled company having not IPO'd with the controlling stock interests in the hands of Wall Street. Is Wall Street getting their shares by running over and running out retail holders as best they can with manipulation?
Any chances of Anavex succeeding on anything are not yet priced into the stock. There is RISK in Anavex but the risk/reward equation is monumentally in favor of long investors like one may never see again.
It seems paradoxical yet if Anavex were to narrow its focus in ALZ to related symptoms of ALZ like insomnia and mood disorders Anavex might get a huge boost in Market Cap as Investors would see these as easier to get approval for. They could then continue with clinical trials to tackle the actual genesis of dementia in Alzheimer's.
Good Friday to ALL>
May the LONGS persevere.
LONG Anavex Life Sciences.
As you say all but Acadia's Pimavanserin seem to be reiterations/modifications of previously failed approaches.
Acadia's Pimavanserin is not competitive with Anaxex 2-73 as it is being tested for the very narrow indication of Dementia related psychosis.
Acadia's market cap is indicative of what Anavex market cap potential is, however. As ACAD got a huge boost in market cap because of Pimavanserin potential in the narrow indication of Parkinson's related dementia.
The disparity of Market Caps between ACAD ($2.8 Bil. and as high as $5 Bil.) and AVXL ($122 Mil) is staggering, 23X. What would a similar valuation of Anaxex do to the price of AVXL stock? One does not have to have a great imagination to see what Anavex should be valued at today. Just examine the market caps of other CNS clinical stage companies like ACAD and Sage ($7 Bil with NO APPROVALS) or like AXON ($2.4 Bil, before) in its, Wall Street sponsored pre-clinical pump stage. Why is AVXL stock priced so low? That is the $63(thousand) question and may be partly due to Anavex not being a Wall Street Sponsored/Controlled company having not IPO'd with the controlling stock interests in the hands of Wall Street. Is Wall Street getting their shares by running over and running out retail holders as best they can with manipulation?
Any chances of Anavex succeeding on anything are not yet priced into the stock. There is RISK in Anavex but the risk/reward equation is monumentally in favor of long investors like one may never see again.
It seems paradoxical yet if Anavex were to narrow its focus in ALZ to related symptoms of ALZ like insomnia and mood disorders Anavex might get a huge boost in Market Cap as Investors would see these as easier to get approval for. They could then continue with clinical trials to tackle the actual genesis of dementia in Alzheimer's.
Good Friday to ALL>
May the LONGS persevere.
LONG Anavex Life Sciences.
Recent AVXL News
- Anavex Life Sciences Highlights New Scientific Findings on Shared Biology Between Autism and Alzheimer’s Disease • GlobeNewswire Inc. • 04/14/2026 11:30:00 AM
- Anavex Life Sciences to Present at the 25th Annual Needham Virtual Healthcare Conference • GlobeNewswire Inc. • 04/07/2026 11:30:00 AM
- Anavex withdraws EU approval filing for Alzheimer’s therapy • IH Market News • 03/30/2026 12:39:26 PM
- Anavex Life Sciences Provides Comprehensive Regulatory Update • GlobeNewswire Inc. • 03/30/2026 11:30:00 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/25/2026 08:06:00 PM
- Anavex withdraws EU marketing application for Alzheimer’s therapy blarcamesine • IH Market News • 03/25/2026 02:06:58 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/25/2026 11:30:00 AM
- Anavex Life Sciences Presents New Data from its AD-004 Phase IIb/III Trial at AD/PD 2026 Conference Demonstrating Consistent Correlation Between the Treatment Effect of Oral Blarcamesine and Preservation of Brain Volume in Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/23/2026 11:30:00 AM
- New Scientific Findings Highlight Hypothesis of Autophagy Failure as a Precursor of Amyloid Beta and Tau Pathology in Alzheimer’s Disease • GlobeNewswire Inc. • 03/20/2026 11:30:00 AM
- Anavex Life Sciences Presents Significant Treatment Effects of Blarcamesine in New Advanced Alpha-Synuclein Model of Parkinson’s Disease at AD/PD 2026 Conference • GlobeNewswire Inc. • 03/17/2026 11:30:00 AM
- Anavex Life Sciences to Present at the Citizens Life Sciences Conference • GlobeNewswire Inc. • 03/03/2026 12:30:00 PM
- Anavex Life Sciences to Present at the 46th TD Cowen Annual Health Care Conference • GlobeNewswire Inc. • 02/25/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/25/2026 11:07:01 AM
- Anavex Life Sciences Appoints Seasoned Healthcare Leader to Board of Directors • GlobeNewswire Inc. • 02/23/2026 12:30:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 02/09/2026 09:40:27 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/09/2026 12:31:17 PM
- Anavex Life Sciences Reports Fiscal 2026 First Quarter Financial Results and Provides Business Update • GlobeNewswire Inc. • 02/09/2026 12:30:00 PM
- Anavex Life Sciences to Announce Fiscal 2026 First Quarter Financial Results on Monday, February 9, 2026 • GlobeNewswire Inc. • 02/03/2026 12:30:00 PM
- Anavex Joins ACCESS-AD, a Major Initiative Funded by the European Commission, Through the Clinical Evaluation of Blarcamesine as Part of a Precision Medicine Approach in Alzheimer’s Disease • GlobeNewswire Inc. • 01/13/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/09/2026 10:26:26 PM
- Edelson Lechtzin LLP Announces an Investigation of Anavex Life Sciences Corp. (NASDAQ: AVXL) and Encourages Investors with Substantial Losses Contact the Firm • PR Newswire (US) • 01/09/2026 01:13:00 AM
- Anavex Life Sciences Appoints Senior Vice President Global Head of Neurology • GlobeNewswire Inc. • 01/08/2026 12:30:00 PM
- Anavex Life Sciences Receives FDA Feedback on Alzheimer’s Disease Program • GlobeNewswire Inc. • 01/06/2026 12:30:00 PM
- Anavex Life Sciences Submitted Request for EMA to Re-Examine Its Opinion • GlobeNewswire Inc. • 12/18/2025 12:30:00 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 12/12/2025 09:05:00 PM
