Why would Missling divulge at a conference that the PDD investigators in Spain are requesting an extension, if it wasn't positive? Missling is guarded with what he says, why would he say that when he didn't have to say that?
It is clear that Anavex is not just a drug company but a process company. They are leaders and disrupting the establishment with their approach, which is being endorsed by Merck, H. Lundbreck, and Takeda at least in the psychiatric area. Missling is co paneling a two man panel with Merck at the July conference, a panel discussion that will wrap up the conference. Don't you find that interesting?
I have learned along the way that this company is more than a drug company. It's a smart company, doing innovative trial designs that the big pharmas I think are taking notice of, especially now that Biogen failed in an epic fashion. it's a company that has Hampel on its SAB and doing presentations for it. He recently tweeted that the newly formed consortium was a step in the right direction.
Don't you think Kaufmans hire is an immensely valuable sign of what he thinks about our prospects? He wrote the book on Rett, and he is our CMO. Isn't that a huge data point?
What about that One million commercial supply expense disclosed in the filing? Missing has shown to be frugal, why do this right now?
PDD is enrolling very well, just listen to the podcast on Friday. One of the doctors in Spain believes Anavex will fully enroll by end of May. Doesn't this correlate strongly with the data point that investigators are requesting an extension? I mean, nothing is for sure, but couldn't we reasonably connect these two data points and reason things are going well? Or does the blinded study aspect rule out such an inference? Two data points studied independently may not yield such an inference, but taken together? The effects can be seen in as early as five weeks, and the trial started more than ten weeks ago.
What's up with Misslings statement at Roth that Anavex has shown that it can REVERSE Alz in early alz patients. Bold don't you think? What's up with that body language? The guy was totally comfortable, like he knows it works and is speaking confidently, in cases when he doesn't have too.
In the earnings PR Anavex stated like forty four alz patients screened. When all threw a hissy fit. Did you hear the other two panelists at Roth talk about how heterogenous their samples were, and the guy in the middle admitted that in a previously trial they had misdiagnosed like 25 percent, who didn't even have Alz! Precision medicine at work at Anavex, making sure we have the right patients and I think those patients are early disease patients. Chew on that....
I think it's true we are at the right place at the right time, and I think we are being watched by big fish...and the preferreds are Misslings way of protecting the value we have at Anavex. He is the largest shareholder.
Too many data points to ignore....
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