Saturday, June 01, 2019 7:58:39 PM
Do they really know we have the secret sauce? I know some people on this board do not like to speculate, but here it is anyways...
Anavex began using Cognision in November 2014, to measure and analyze cognitive biomarkers in 32 Alzheimers patients in a Ph2a 273 study in Australia.
In October 2018 Anavex presents 148 week data on these patients at CTAD. Harold Hampel is quoted as saying "we are about to start with a new study, a phase 2b/3 study, this year - it has already been approved"
In December 2018 Cecchi at Cognision files a patent as inventor of a dosage scheme for Anavex 273 (on and off dosing schedule).
Let's stop here. How much data has Cognision seen through the filing of this patent? How much real time data has Anavex and Cognision seen through December 2018? This is NOT a controlled, blinded trial.
In March 2019 the Schizophrenia Consortium is formed with 3 Huge Pharma companies, Anavex, and Cognision. Let's leave out the other small players because that's just noise to distract you.
How much data is available to Anavex and Cognision through March 2019, which is when this good old boys exclusive club was formed?
Also in March 2019, Kaufman presents the same 148 week data that Hampel presented at CTAD 2018, but more than 5 months later.
How much data is available to our CMO on March 29th when he struts to the stage and presents "stale" 148 week data? I mean what's the point of that unless you had ALL of the data available to see through March 29th, that's more than 4 years of data even though you are only presenting 148 weeks of data. If I am Kaufman, and the data past 148 weeks sucks, I am not presenting Sh%&.
You see, the Secret Sauce is predicated on having really good data.
The Aussies are benefiting from Anavex 273 well past 148 weeks, and that can be clearly seen in the timeline of events involving Anavex, Cognision, the Consortium, and Walter Kaufman's actions.
The thing is that Cognision is allowing us to see data as it is processed, and the data is so damn good that Consortiums are being formed, world renowned Rett expert Walter Kaufman is leading the parade on stage, Frugal Missling ordering $1M commercial supply of 273, and now Missling is leading workshops and co-paneling close out sessions at a Psychiatric Drug Development Summit that is being spearheaded by Lundbeck, Sage, and Johnson and Johnson?
Ananvex and Cognision go back more than 4 years and NOW is when others want "in" on this precision medicine thing?
Focus on the timeline of events AND the availability of internal readouts by the company and Cognision. It does not take a rocket scientist to figure out that this data changes the GAME.
The peer reviewed paper on the 148 week data is the death blow.
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