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Tuesday, August 10, 2021 10:24:28 AM
Mayomobile who posts comparative analysis here should be encourage to publish something on Seeking Alpha. He has the writing skills.
For now the market begrudges our sharp share increase. Fund managers hate the slope. And yet, our market value is little more than a piddling 1 billion dollars.
go figure...Read Mayo's comparatives for starters...
breathtaking Rett Results already released;
the same with Parkinson's results already released, a staggering market unto itself.
The advanced nature of all 3 of Anavex's major trials
Heavily credentialed scientists/doctors have not been shy about saying Avxl's RETT and PDD trials have shown EXTRAORDINARY RESULTS NEVER SEEN BEFORE.
and yet SAVA has a market cap that is laughably almost 4 times our cap.
BIIB's alzheimer's drug = ineffective, dangerous, controversial approved drug is valued in the 35+ BILLION range, perhaps a bit more.
we are all cashed up, with additional expanding drug candidates coming on line.
Dr. Missling has already turned down Offers - plural - from larger companies.
This is why you buy Anavex.
In truth, there are at this very moment other drugs that the market assigns perhaps ten million in current worth, that the future will show were worth billions. The problem is to find them. Among the thousand of candidates.
We are years ahead SAVA.
......have seen this before, where the market for whatever reasons, appears to begrudge a company, and a year or two later the stock price is up 5 fold.
The share price is a better value now than when it was at 3 bucks a share, 3 years ago. The unfairness of it all!....The word for the day is patience.
____________
From Lane Simonian's recent article dated August 21,2021
https://seekingalpha.com/article/4444436-alzheimers-drug-stock-investments
"Cassava Sciences proclaimed:
It believes the data is the first report of significant cognitive improvements at nine months that also track with robust improvements in biomarkers in patients with Alzheimer's (paraphrase).
Anavex (AVXL) issued a press release the same day as the Cassava Sciences' results in which it subtly countered this assertion by referencing the conversion of its drug's MMSE scores into ADAS-cog scores (negative ADAS-cog scores indicate improvement). The data is as follows: Anavex 2-73 (blarcamesine) produced improvements in MMSE/ADAS-cog scores of +2/-3.4 at 57 weeks and +3/-5.1 scores at 70 weeks (press release). Anavex 2-73 thus likely produces better ADAS-cog scores at 70 weeks than simufilam does at nine months. Because the range of numbers for MMSE scores is smaller than ADAS-cog scores, the average conversion factor is sometimes twice as great (3.4 rather than 1.7 times) (conversion chart, original source now behind paywall). In that case, Anavex 2-73's ADAS-cog number at 70 weeks would be 10.2. And while simufilam's numbers may still go up some more for a while, it is unlikely that they would go up by as much as another seven points.
The beneficial mechanism of action for Anavex 2-73 is probably two-fold. Anavex inhibits intracellular calcium release like Aricept but it also likely partially reverses oxidation and nitration which are key drivers of Alzheimer's disease (and probably several other neurodegenerative diseases as well). In doing so it limits mitochondrial damage and reduces neuronal cell death. If existing numbers hold up in Anavex's phase three clinical trial, Anavex 2-73 would make Alzheimer's a survivable rather than a fatal disease, with individuals having a much better quality of life."
For now the market begrudges our sharp share increase. Fund managers hate the slope. And yet, our market value is little more than a piddling 1 billion dollars.
go figure...Read Mayo's comparatives for starters...
breathtaking Rett Results already released;
the same with Parkinson's results already released, a staggering market unto itself.
The advanced nature of all 3 of Anavex's major trials
Heavily credentialed scientists/doctors have not been shy about saying Avxl's RETT and PDD trials have shown EXTRAORDINARY RESULTS NEVER SEEN BEFORE.
and yet SAVA has a market cap that is laughably almost 4 times our cap.
BIIB's alzheimer's drug = ineffective, dangerous, controversial approved drug is valued in the 35+ BILLION range, perhaps a bit more.
we are all cashed up, with additional expanding drug candidates coming on line.
Dr. Missling has already turned down Offers - plural - from larger companies.
This is why you buy Anavex.
In truth, there are at this very moment other drugs that the market assigns perhaps ten million in current worth, that the future will show were worth billions. The problem is to find them. Among the thousand of candidates.
We are years ahead SAVA.
......have seen this before, where the market for whatever reasons, appears to begrudge a company, and a year or two later the stock price is up 5 fold.
The share price is a better value now than when it was at 3 bucks a share, 3 years ago. The unfairness of it all!....The word for the day is patience.
____________
From Lane Simonian's recent article dated August 21,2021
https://seekingalpha.com/article/4444436-alzheimers-drug-stock-investments
"Cassava Sciences proclaimed:
It believes the data is the first report of significant cognitive improvements at nine months that also track with robust improvements in biomarkers in patients with Alzheimer's (paraphrase).
Anavex (AVXL) issued a press release the same day as the Cassava Sciences' results in which it subtly countered this assertion by referencing the conversion of its drug's MMSE scores into ADAS-cog scores (negative ADAS-cog scores indicate improvement). The data is as follows: Anavex 2-73 (blarcamesine) produced improvements in MMSE/ADAS-cog scores of +2/-3.4 at 57 weeks and +3/-5.1 scores at 70 weeks (press release). Anavex 2-73 thus likely produces better ADAS-cog scores at 70 weeks than simufilam does at nine months. Because the range of numbers for MMSE scores is smaller than ADAS-cog scores, the average conversion factor is sometimes twice as great (3.4 rather than 1.7 times) (conversion chart, original source now behind paywall). In that case, Anavex 2-73's ADAS-cog number at 70 weeks would be 10.2. And while simufilam's numbers may still go up some more for a while, it is unlikely that they would go up by as much as another seven points.
The beneficial mechanism of action for Anavex 2-73 is probably two-fold. Anavex inhibits intracellular calcium release like Aricept but it also likely partially reverses oxidation and nitration which are key drivers of Alzheimer's disease (and probably several other neurodegenerative diseases as well). In doing so it limits mitochondrial damage and reduces neuronal cell death. If existing numbers hold up in Anavex's phase three clinical trial, Anavex 2-73 would make Alzheimer's a survivable rather than a fatal disease, with individuals having a much better quality of life."
Recent AVXL News
- Form 8-K - Current report • Edgar (US Regulatory) • 05/22/2026 12:15:26 PM
- Anavex Life Sciences Receives Expected Nasdaq Delinquency Notification • GlobeNewswire Inc. • 05/22/2026 12:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/15/2026 08:15:25 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 05/14/2026 08:15:30 PM
- Form NT 10-Q - Notification of inability to timely file Form 10-Q or 10-QSB • Edgar (US Regulatory) • 05/11/2026 08:30:22 PM
- CEO Transition and Delayed SEC Filing Put Anavex (AVXL) Leadership Changes in Focus • IH Market News • 05/06/2026 02:52:36 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/06/2026 11:04:59 AM
- Anavex Life Sciences Board of Directors Appoints Former Senior Vice President of Clinical Development Terrie Kellmeyer, PhD, as Interim Chief Executive Officer • GlobeNewswire Inc. • 05/06/2026 11:00:00 AM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 05/01/2026 11:18:47 PM
- Anavex Life Sciences Highlights New Scientific Findings on Shared Biology Between Autism and Alzheimer’s Disease • GlobeNewswire Inc. • 04/14/2026 11:30:00 AM
- Anavex Life Sciences to Present at the 25th Annual Needham Virtual Healthcare Conference • GlobeNewswire Inc. • 04/07/2026 11:30:00 AM
- Anavex withdraws EU approval filing for Alzheimer’s therapy • IH Market News • 03/30/2026 12:39:26 PM
- Anavex Life Sciences Provides Comprehensive Regulatory Update • GlobeNewswire Inc. • 03/30/2026 11:30:00 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/25/2026 08:06:00 PM
- Anavex withdraws EU marketing application for Alzheimer’s therapy blarcamesine • IH Market News • 03/25/2026 02:06:58 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/25/2026 11:30:00 AM
- Anavex Life Sciences Presents New Data from its AD-004 Phase IIb/III Trial at AD/PD 2026 Conference Demonstrating Consistent Correlation Between the Treatment Effect of Oral Blarcamesine and Preservation of Brain Volume in Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/23/2026 11:30:00 AM
- New Scientific Findings Highlight Hypothesis of Autophagy Failure as a Precursor of Amyloid Beta and Tau Pathology in Alzheimer’s Disease • GlobeNewswire Inc. • 03/20/2026 11:30:00 AM
- Anavex Life Sciences Presents Significant Treatment Effects of Blarcamesine in New Advanced Alpha-Synuclein Model of Parkinson’s Disease at AD/PD 2026 Conference • GlobeNewswire Inc. • 03/17/2026 11:30:00 AM
- Anavex Life Sciences to Present at the Citizens Life Sciences Conference • GlobeNewswire Inc. • 03/03/2026 12:30:00 PM
- Anavex Life Sciences to Present at the 46th TD Cowen Annual Health Care Conference • GlobeNewswire Inc. • 02/25/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/25/2026 11:07:01 AM
- Anavex Life Sciences Appoints Seasoned Healthcare Leader to Board of Directors • GlobeNewswire Inc. • 02/23/2026 12:30:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 02/09/2026 09:40:27 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/09/2026 12:31:17 PM
