Anavex Life Sciences Corp (AVXL)

[falconer66a]

Indeed. The market will stay ignorant, until....

When the market gets around to realizing that Anavex leads the AD market in time with later stage trials, multiple condition targets with a large pipeline, and a unique multiple drug portfolio, Anavex will climb the chart and bring the SP and MC in proper alignment as compared to the rest of the AD field.

No doubt, “the market” (buying biotech equities) has no realization of how Anavex really does lead in the development of successful drugs that will treat (and prevent) Alzheimer’s. A major reason for this, I believe, is the universal perception (incorrect) that any Alzheimer’s drug must necessarily focus on, target either/or beta-amyloids and tau tangles. Alzheimer’s is caused by the accumulation of these waste proteins in the brain, so they have to be cleared.

Of course, no drugs have been successful at that task. The immunological drugs, such as Aduhelm, have simply failed.

Of course, there’s Aricept, an FDA-approved drug to treat Alzheimer’s. But, understandably, no one pays much attention to it. It deserves no attention; the drug merely slows, for a period, the speed of the accumulation of Alzheimer’s symptoms. Not a fix at all.

The mechanism of action (MOA) of blarcamesine can’t be easily told, or even understood, unless one has a bit of knowledge of cytology and cellular biochemistry. Although they exist, few potential buyers of AVXL shares have read (or can understand) external information explaining the biology of sigma-1 receptor proteins, or how blarcamesine can so propitiously modulate them. For most, Anavex is deep in the dark rear corners of diseased neurons, not playing what is perceived to be the real Alzheimer’s treatment game, the direct suppression of amyloid wastes.

And that general confusion will continue, until Anavex gains FDA approval to sell blarcamesine for some disease. The first will be for Rett syndrome, a disease that few equity buyers or traders have ever heard of. Therefore, it will be regarded as utterly insignificant.

Next will be FDA approval of blarcamesine to treat Parkinson’s disease dementia. That will cause stock buyers to start punching some numbers into their calculators or spreadsheets. The word “Parkinson’s” will draw some legitimate attention. Like Alzheimer’s it’s a well-known disease, with no effective treatments.

At that point, understanding blarcamesine’s MOAs will be irrelevant; just the size of the market Anavex will be selling their drug for. The AVXL share price will begin a decade-long steep and enduring ascent.

The Rett approval will happen late this year or sometime in th first half of 2022. Approval for Parkinson’s disease dementia should be in the second half of 2022; when the game really starts to change. Then, in 2023 the big Alzheimer’s study will present its findings to the FDA, who, impelled by its earlier and successful blarcamesine approvals, will promptly get it on the market for Alzheimer’s. A new day, altogether, for both AVXL shareholders, and CNS disease patients.