No offer, but yes to an 8 billion MC with good to great ph 2 PDD results (SAS ?), good to great Rett Syndrome results (SAS?) leading up to an Alzheimer’s complete enrollment. If ALL data from current PM trials continue to point to overlapping success in primary and secondary endpoints...I really dont think this is too far off. Remember Anavex will have a couple of quarters of SAS applications under their belts too. By then, Feb/March 2021 I believe the market will be expecting good to great Alzheimers results too. Any mention of a partnership mixed in or PA in Au and 8 billion will be cheap. If you think this is too outrageous of a market evaluation look no further than the overly exuberant ph 1b Biogen 20 billion blast-off, then their next trial “cookout” was another 20 billion moonshot, and then a third? ....... or was that market wrong and our is currently right?
I believe like the “market”, you may still be thinking traditional snail pace, predictable archaic trials. Anavex is Imo speeding through the new process of building incrementally each trial adding /compounding proof of MOA to regulatory bodies, non-profit third parties, and on top of that probably our biggest cheerleaders ( yes with pom poms!) are moms and dads, brothers and caretakers lobbying and ground swellling through chat rooms and social media for regulators to open up access NOW! Not everyone is looking at this company through savvy unbiased investor 20-20 vision glasses, they have real live skin in the game! Instead they intuitively understand when they see RWD and RWE, especially when little Sara sleeps through the night or smiles now and enjoys a cartoon or two. I can imagine its like having a child all over again!
Sorry for the vent, its nothing personal. Sometimes I think everyone gets too caught up on what market makers, market caps, and BP lobbyists are doing instead of keeping an eye on the real prize, myself included. Misslings got this! He is forging ahead to bring symptomatic relief to 10’s of thousands of patients who have no hope!
Good day!
Tred
