Anavex Life Sciences Corp (AVXL)

[Ortiz]

“ I am wary, however, of us getting outflanked and losing first to market status”

There is indeed a benefit to be reaped from being first to market. Absolutely. However, keep in mind that a certain computer maker did not invent the phone but made it popular (Apple). Similarly, Dabigatran broke the mold with its new novel anticoagulation effect not requiring constant lab monitoring. It was the beginning of the end for warfarin and it’s constant INR monitoring. Close to 10 years later it is not Dabigatran the DOC with cardiologist. In fact, Apixaban (Eliquis) is now the preferred agent.

I would not be too concerned about being the first but rather the preferred agent for CNS treatments. That comes with time which will be reflected in CNS guidelines. Yes, by then there might be generics available, which reminds me of a song with “there is nothing like the real thing baby.”

IMO