123Tom's TA study group

[F1ash]

...except for guidance as to funds needed for the next 12-18 months, is what guidance they give on trial time lines, enrollment expectations, interfacing with FDA etc.
If it is only about the financials then a 15%+ drop becomes greater than 50/50 odds. NDA's if any would be a positive as well. Any news about funding from Australian Gov or health system.

Parkinsons Disease Dementia is probably the best if not the only real threat of a meaningful trial result near term. Top line results possible/probable around April imho. Several more months from then to analyze though.

New IND’s are unlikely imho. Enough irons in the fire already.

The cycle will begin soon where Anavex will being receiving ~40% of every dollar they have spent so far on the Alzheimer’s trial as a rebate. Kind of a secondary source of income in a certain sense.

To my knowledge, Anavex has been very opaque in revealing their trial budgets. It might be possible to figure out how much Anavex has spent on the Alzheimer’s trial by the amount rebated, even if they don’t disclose the expenditures explicitly.

I personally expect that the filing will show that Anavex has been tapping Cantor to maintain the cash balance. That would be the smart strategy imho.

Consider anyone who even knows what an XR7 is as a kindred spirit.

Green trades to you!