Anavex Life Sciences Corp (AVXL)

[polarbear77]

Most longs here are using logic and currently available facts and are paying attention to the gaining momentum and positive presentations and positive efficacy-to-date (in various CNS indications) and positive reported RWE/quality of life benefits for our ph2a patients and the recent trial approvals from EMA and AU and FDA and positive comments in the press from our AU ph2/2a trial principal investigator, coupled with the over 100 scientific peer reviewed papers outlining the positive effects of Sigma-1 receptor agonists (and the corresponding LACK of papers to the contrary).

Contrast the above with our largest competitor in the race for a viable AD treatment which faces the below type of PUBLIC pushback and criticism from analysts and scientific writers of its trial efficacy claims & questionable data presentation:

https://www.google.com/amp/s/www.thestreet.com/amp/investing/stocks/biogen-alzheimer-s-data-leaves-investors-with-more-questions-as-stock-drops-14663952

“Another concern about the data stems from the lack of patients from the treatment group with the highest dose who have a genetic carrier associated with Alzheimer's called ApoE4 compared with the placebo group, which could have influenced what investors saw from an efficacy standpoint, Phipps said.
"You're not doing an apples-to-apples comparison," Suneja said.”


https://endpts.com/eisai-biogen-outline-an-impressive-30-and-47-advantage-for-their-alzheimers-drug-ban2401/

https://www.mdedge.com/clinicalneurologynews/article/171238/alzheimers-cognition/alzheimers-trial-design-problem-throws

https://www.healthnewsreview.org/2018/07/many-questions-linger-about-this-possible-alzheimers-treatment-so-why-the-avalanche-of-news-coverage/

https://www.google.com/amp/s/www.bizjournals.com/boston/news/2018/10/25/biogen-analysts-pounce-on-thin-alzheimers-trial.amp.html

“But analysts weren't convinced, with Geoff Porges of Leerink Partners calling the presentation "thin" and "unconvincing."

"In our view this data is confusing, suggesting only limited value for BAN2401 in the carrier population, while the small number of patients remaining on drug at the 18-month time point and lack of clear dose responses diminish the reliability of this dataset," Porges wrote in a note.”

https://www.google.com/amp/amp.timeinc.net/fortune/2018/07/30/alzheimers-biogen-eisai-ban2401

https://xconomy.com/boston/2018/10/25/fresh-data-add-more-confusion-to-eisai-biogen-alzheimers-drug/

http://www.pmlive.com/pharma_news/big_debate_follows_biogeneisais_alzheimers_study_unveiling_1245863?SQ_DESIGN_NAME=2

https://www.google.com/amp/s/www.cnbc.com/amp/2018/07/26/biogen-eisai-sink-as-much-awaited-alzheimers-results-raise-questions.html