Anavex Life Sciences Corp (AVXL)

[falconer66a]

Until revenues and/or sales approval, doubts control.

Full PDD data was not released. That created room for doubt....

Simply, there is going to be no wide, generalized, accepted understanding of the inherent value of blarcamesine until some country's drug sales regulatory agency (in the US, the Food and Drug Administration; or in Australia, the Therapeutic Goods Administration) approves blarcamesine for therapeutic use(s) as an approved pharmaceutical.

The quality and breadth of clinical results in humans, before such regulatory sales approval, will be unable to dissuade those certain that a single small-molecule drug of some start-up, unknown company, with fewer than two dozen employees, could possibly produce a drug that successfully treats any single central nervous system disease. None of this fits anything the "experts," financial or pharmacological, are certain of. Parkinson's disease dementia? Alzheimer's? And, finally, Rett syndrome? Get real. Nothing from any of the big pharmas is able to effectively treat patients with these otherwise intractable CNS diseases. Ergo, blarcamesine, from Anavex, must be a failure.

In fact, after the FDA or TGA approves blarcamesine for something, the "experts" will still be shouting about the insufficiency of the clinical evidence upon which the approval was founded.

Blarcamesine has an mechanism of action (MOA) like no other drug; too good to be true, even with solid phase three randomized, double-blind clinical trial results.

From the start of my interest in Anavex Life Sciences, several years ago, I determined that my investment in AVXL shares could be realized no sooner than 2023; that it would take at least that long for the Anavex drug(s) to gain full clinical acceptance, usage, and yield corporate revenues. When those things happen, the "doubts" will abate. But, not until then.