Anavex Life Sciences Corp (AVXL)

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Big Pharma won’t wait. They’ve failed already.

You certainly know enough organic chemistry to know that as soon as 273 delivers its p3 results, every BP in the country will be looking at various isomers that are technically and legally different chemicals, but close enough to 273 to produce similar results.

Oh, the chemists at other Big Pharmas will be able to create and test Anavex 2-73 “isomers” that Anavex Life Science Corp couldn’t? Really?

Get real. Anavex organic chemists have been chemically playing with all of their sigma-1 receptor agonists now for many years. They know both their chemistries and their abilities to become sigma-1 receptor ligands. If there were any others, beyond the ones presently in the tha Anavex armamentarium, Anavex would have patented them, too.

Of course, there are already a number of molecules that are sigma-1 receptor ligands, molecules that bind to that protein, and may also, to some degree, facilitate its cellular modulation functions. But none are both as safe and as effective as the Anavex in-house molecules.

Doubtless, other pharmaceuticals have tasked their organic chemists to try to create new isomers of the Anavex molecules that will work better. Given all of the extant, existing data on the safety and efficacies of the Anavex molecules, why would Anavex competitors wait around until blarcamesine is on the market, to see if new “isomers” can be synthesized that can effectively compete with blarcamesine?

The fact that no other pharmaceutical, big or small, has come forward with its own sigma-1 receptor agonist, to compete with Anavex, is altogether definitive. Can’t be done. It’s been tried. No useful results.