Anavex Life Sciences Corp (AVXL)

[falconer66a]

For me, too.

For me - AD results will be the main event - if Rett pediatric results also come - icing.

Exactly.

Full revelation of the positive Rett results will be welcome, but likely of little significance regarding the AVXL share price. Few know or care about Rett syndrome. It's rare.

Earlier, many of us thought that good clinical results from the recent announcements would, at least, verify and confirm blarcamesine's mechanism of action (MOA) and thereby drive the AVXL share price. For most watching the Anavex drug development story for the last few years, everything was presumed to rest upon the unique, formerly unknown MOA.

Understandable. Blarcamesine, in preclinical murine (lab rodent) studies produced phenomenal results, for diseases and conditions other drugs couldn't match. And, with utter safety. No disqualifying or complicating side effects ("adverse events") in either lab rodents or humans. All along, the Anavex story has been too good to be true. Clinical confirmation of the MOA, as in the Rett and Parkinson's disease dementia trials was to prompt equity investors to take ever larger AVXL positions. Hasn't happened to any degree. Anavex is still too good to be true.

But that stock investor perception will evaporate when positive results appear from the big Alzheimer's study. It will be big news: "New Drug Successfully, Safely Treats Alzheimer's."

With those headlines, and only the briefest telling of the clinical outcomes data, the equity investment community will care not at all about the MOA. For Anavex Life Sciences Corp, and those who hold (or will buy) Anavex shares, the only thing that really counts is the ability of the company to make money. The Alzheimer's results will assure that. Any 12-year-old can understand the size of the Alzheimer's treatment market.

With the big Alzheimer's results, the AVXL share price will begin a continuing price ascent. The only questions then will be how high and how fast the share price will be driven by increasing new sales of blarcamesine. For stock investors, the unique, novel science of the Anavex molecules will be irrelevant. Corporate earnings will be the only thing considered. 2023 and 2024 are going to be fun.