Anavex Life Sciences Corp (AVXL)

[Gator328]

Do you own SAVA? I don't know much about it, never bothered to research it. At current prices it's tempting, but there's still an overhanging element of risk that tilts the ROI profile in favor of AVXL, and when you take the current data, timeline, etc. into account AVXL seems like even more of a value pick for long-term investors.

AVXL is off everyone's radar. In time I'd be surprised if we didn't get a similar smear job as we inch closer to FDA approval. SAVA hit a FDA milestone. What will happen when AVXL hits them?

I simply cannot buy the claims that a company would go so far as to manipulate data. That's criminal-level activity and to do so in such a public manner is rare. Could SAVA be the next big fraudulent biotech? It has all the ingredients. Wall Street darling. Hot shot CEO. Massive TAM. Maybe it's the next Theranos but I doubt it, especially after the FDA recently showed that it'll grant approval in the Alzheimer's space with spurious data.

Today's price action is interesting. First we see a panic set in that ripples through every stock that's associated with Alzheimer's. Now we're seeing value investors swooping in to redeem their 20% off coupons.

I still maintain AVXL should merge with SAVA if their drugs complement each other. Even if they don't, there is real potential in its blood test. Alzheimer's diagnostics is going to be a huge market too, especially when coupled with a preventative treatment.