Anavex Life Sciences Corp (AVXL)

[falconer66a]

But the fog needs to be cleared....

A2-73 has already changed the landscape for CNS diseases.

That depends upon who’s viewing what landscape. Yes, for those of us here who have scrutinized the clinical and scientific information on Anavex 2-73 (blarcamesine), it is clear to us that the drug will play a transformative role in the treatment of central nervous system (and other) diseases — once the drug is approved for sale and therapeutic uses.

But for the vast majority of equity investors, both retail and institutional, along with most in the academic and medical fields, the Anavex landscape is hidden, not open to or inviting of scrutinizing examination. It’s obscure, unknown stuff from some unknown biotech start-up that claims to have a new way to treat CNS diseases. Some drug they have somehow connects to some heretofore unknown protein, and, magically, nerves and brains start to work normally. Sure.

For most, the Anavex landscape is shrouded and obscured in the fog of utterly new, unknown biochemical processes and cascades; not a one of which can be referenced or learned about by reading any medical textbook. New, unknown stuff, claiming to do heretofore impossible therapeutic things; fixing big CNS diseases, of all things.

For corporate success, the Anavex landscape won’t need to change; it will merely need to be made more visible. Phase 3 clinical results from the blarcamesine Alzheimer’s trial, soon to be completed (and released, it is hoped) will rather quickly clear away the fog.