Anavex Life Sciences Corp (AVXL)

[seventhwave]

NTRP's compound is highly toxic and its use can only be justified on the very severe Alzheimers cases. AVXL is testing on mild Alz cases on which the benefit vs. toxicity tradeoff from NTRP's compound cannot even begin to be justified. Therefore, even of their current trial is successful, they won't even try. Secondly, NTRP's trial is very short (prob. because of toxicity) and therefore demonstration of a reversal in severe consition is key. In contrast, demonstration a long duration of benefit is a key requirement in mild & moderste cases.