Thursday, August 18, 2022 11:55:47 AM
I agree that we are not in a totally binary circumstance for the stock based on the AD trial results. That is an overstatement.
It was different when I first bought in around $4 in 2020 -- there were no Rett results beyond a half dozen Phase 1 participants and no PDD results at all, and no platform results. There was much less independent science on the S1R; there was no hint of chromatin/RNA impacts by 2-73. We did have the 2a results and the Australian anecdotes, and that was enough for me to take what was then a true binary risk. At $4, with an initial stake, because of the plausibility of an incredible scientific and financial success.
An AD 2b/3 trial failure then would have dropped the stock into pennies, but since then we have seen one de-risking development after another. While the chances for a successful AD trial have grown, more importantly from an investment perspective the chances of a total failure of the S1R thesis has almost disappeared. And as that happened I added shares; in this way I maintained my perceived, allowable downside dollar risk and doubled the upside. My basis is still just in the $5+ range with mostly well timed buys, especially after the PDD short attack.
Missling is an unusual science-first CEO who is also somewhat of a financial wizard. This is much preferable to a loudmouth promoter who would boost the stock price by selling pieces of the company to financiers and failing to explore the scientific frontiers where the true treasures lie. A salesman CEO would have no interest in a CNS-wide platform when an AD trial promises results, and would be only too happy to prematurely sell out this company for pennies compared to its true potential. Some people here, traders and insecure and impatient investors, obviously would prefer this. They don't like finding themselves in a company with a long time horizon. They blame Missling for being a bad CEO. They should instead consider whether they are just not good investors.
It was different when I first bought in around $4 in 2020 -- there were no Rett results beyond a half dozen Phase 1 participants and no PDD results at all, and no platform results. There was much less independent science on the S1R; there was no hint of chromatin/RNA impacts by 2-73. We did have the 2a results and the Australian anecdotes, and that was enough for me to take what was then a true binary risk. At $4, with an initial stake, because of the plausibility of an incredible scientific and financial success.
An AD 2b/3 trial failure then would have dropped the stock into pennies, but since then we have seen one de-risking development after another. While the chances for a successful AD trial have grown, more importantly from an investment perspective the chances of a total failure of the S1R thesis has almost disappeared. And as that happened I added shares; in this way I maintained my perceived, allowable downside dollar risk and doubled the upside. My basis is still just in the $5+ range with mostly well timed buys, especially after the PDD short attack.
Missling is an unusual science-first CEO who is also somewhat of a financial wizard. This is much preferable to a loudmouth promoter who would boost the stock price by selling pieces of the company to financiers and failing to explore the scientific frontiers where the true treasures lie. A salesman CEO would have no interest in a CNS-wide platform when an AD trial promises results, and would be only too happy to prematurely sell out this company for pennies compared to its true potential. Some people here, traders and insecure and impatient investors, obviously would prefer this. They don't like finding themselves in a company with a long time horizon. They blame Missling for being a bad CEO. They should instead consider whether they are just not good investors.
Recent AVXL News
- Anavex Life Sciences Highlights New Scientific Findings on Shared Biology Between Autism and Alzheimer’s Disease • GlobeNewswire Inc. • 04/14/2026 11:30:00 AM
- Anavex Life Sciences to Present at the 25th Annual Needham Virtual Healthcare Conference • GlobeNewswire Inc. • 04/07/2026 11:30:00 AM
- Anavex withdraws EU approval filing for Alzheimer’s therapy • IH Market News • 03/30/2026 12:39:26 PM
- Anavex Life Sciences Provides Comprehensive Regulatory Update • GlobeNewswire Inc. • 03/30/2026 11:30:00 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/25/2026 08:06:00 PM
- Anavex withdraws EU marketing application for Alzheimer’s therapy blarcamesine • IH Market News • 03/25/2026 02:06:58 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/25/2026 11:30:00 AM
- Anavex Life Sciences Presents New Data from its AD-004 Phase IIb/III Trial at AD/PD 2026 Conference Demonstrating Consistent Correlation Between the Treatment Effect of Oral Blarcamesine and Preservation of Brain Volume in Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/23/2026 11:30:00 AM
- New Scientific Findings Highlight Hypothesis of Autophagy Failure as a Precursor of Amyloid Beta and Tau Pathology in Alzheimer’s Disease • GlobeNewswire Inc. • 03/20/2026 11:30:00 AM
- Anavex Life Sciences Presents Significant Treatment Effects of Blarcamesine in New Advanced Alpha-Synuclein Model of Parkinson’s Disease at AD/PD 2026 Conference • GlobeNewswire Inc. • 03/17/2026 11:30:00 AM
- Anavex Life Sciences to Present at the Citizens Life Sciences Conference • GlobeNewswire Inc. • 03/03/2026 12:30:00 PM
- Anavex Life Sciences to Present at the 46th TD Cowen Annual Health Care Conference • GlobeNewswire Inc. • 02/25/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/25/2026 11:07:01 AM
- Anavex Life Sciences Appoints Seasoned Healthcare Leader to Board of Directors • GlobeNewswire Inc. • 02/23/2026 12:30:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 02/09/2026 09:40:27 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/09/2026 12:31:17 PM
- Anavex Life Sciences Reports Fiscal 2026 First Quarter Financial Results and Provides Business Update • GlobeNewswire Inc. • 02/09/2026 12:30:00 PM
- Anavex Life Sciences to Announce Fiscal 2026 First Quarter Financial Results on Monday, February 9, 2026 • GlobeNewswire Inc. • 02/03/2026 12:30:00 PM
- Anavex Joins ACCESS-AD, a Major Initiative Funded by the European Commission, Through the Clinical Evaluation of Blarcamesine as Part of a Precision Medicine Approach in Alzheimer’s Disease • GlobeNewswire Inc. • 01/13/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/09/2026 10:26:26 PM
- Edelson Lechtzin LLP Announces an Investigation of Anavex Life Sciences Corp. (NASDAQ: AVXL) and Encourages Investors with Substantial Losses Contact the Firm • PR Newswire (US) • 01/09/2026 01:13:00 AM
- Anavex Life Sciences Appoints Senior Vice President Global Head of Neurology • GlobeNewswire Inc. • 01/08/2026 12:30:00 PM
- Anavex Life Sciences Receives FDA Feedback on Alzheimer’s Disease Program • GlobeNewswire Inc. • 01/06/2026 12:30:00 PM
- Anavex Life Sciences Submitted Request for EMA to Re-Examine Its Opinion • GlobeNewswire Inc. • 12/18/2025 12:30:00 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 12/12/2025 09:05:00 PM
