Anavex Life Sciences Corp (AVXL)

[falconer66a]

I hope so; but maybe not.

STUNNED AUDIENCE begins to realize the have just witnessed breakthrough science in their field.

How will the CTAD conference audience receive the 15-minutes of Parkinson's disease dementia information that Anavex Life Sciences Corp will be presenting to them?

Most of us, here, have solid reasons to believe that the blarcamesine data to be presented will be very positive; against a form of dementia. Of course, this is a major Alzheimer's conference, not a Parkinson's disease event. The audience is focused on both Alzheimer's, in general, and the dementia of that disease. Then, up on the screen appears very positive results with blarcamesine, against the Parkinson's form of dementia. Joy and excitement? Or doubt and skepticism?

Consider, these people have entire careers dedicated to Alzheimer's. They "know" everything about the disease. Having some people take a simple pill each day to safely reverse any CNS dementia may not fit any perspective they have on the subject.

A news reporter asks, "Dr. Dorgelmeyer, what do you make of the Anavex presentation? Can blarcamesine now provide a glimmer of hope for people with the dementia of Alzheimer's?"

Consider, of course, that the Alzheimer's expert being interviewed runs a lab or clinic subsidized by millions of dollars of support funds, from various sources. Would the success of blarcamesine weigh upon the continued viability of his research institution or career?

Which might it be? "Yes, we are so excited about this new drug, and its ability to treat dementia. It is likely to change Alzheimer's treatments so very positively."

Or, "Well, interesting data, but those were people with Parkinson's disease; not Alzheimer's. A lot more research needs to be done, in big human trials, to see if this new drug can work in any way in people with Alzheimer's. Dozens of drugs have been aimed at our disease, and all, so far, have failed. Blarcamesine is likely to be another one. A lot more studies will be needed."

That's the phrase, the "more studies" utterance, that always gets attached about new, "unproven" drugs. Let's see how the press and media present the Anavex data.

I'm not concerned, however. The real reveal will be the peer-reviewed paper in a medical journal, telling in detail the clinical results. That's the thing to seal the safety and efficacy deal for blarcamesine. Everything will be different after that.