Anavex Life Sciences Corp (AVXL)

[falconer66a]

No MOA competition.

...what if competition with similiar MOA gets approval before?

Were that to happen, it would complicate matters.

Won’t happen, however. No one else has a new-drug mechanism of action (MOA) that effectively works as a sigma-1 receptor activator, facilitating any of the many positive downstream outcomes caused by blarcamesine. The only competition is Anavex’s own other drug candidate, Anavex 3-71, which shares blarcamesine’s MOA, but works at concentrations threes orders of magnitude less than blarcamesine.

“Yea, but what if somebody else comes up with a new drug candidate that actually does work at the sigma-1 receptor protein?”

Ok, any chance they can get their drug approved any faster than Anavex? It would take five to ten years. By then, blarcamesine will have been on the market for many years, effectively treating and preventing various CNS (central nervous system) diseases. Anavex, with either (first) blarcamesine, or (perhaps later) with Anavex 3-71, will be the SOC (standard of care). Any new drug would have to at least match Anavex’s efficacies, and at the same time have equal safety.