Anavex Life Sciences Corp (AVXL)

[kevindenver]

Good points. The devil is in the details, but at the moment it makes for good headlines.

If ~ 80% of patients in the Lecanemab trial were negative for amyloid placque after 12-18 months on the drug, then the therapy had culminated for them; there was nothing more for it to do. And if amyloid placques are a symptom of the underlying disease (even if they can aggravate it), as we have good reason to believe, we may draw a couple of conclusions:

1. Lecanemab will be a largely temporary therapy. It will therefore not be as profitable as some investors now seem to believe; and,

2. More importantly, it will probably not do much to extend lifespans. Maybe it will work to extend them by 27% of 12-18 months in most cases, i.e., just three or four months -- at great expense, inconvenience, and risk. This will be a factor before the FDA.

Good headlines help capital flow. Let it flow toward $AVXL's direction.