Anavex Life Sciences Corp (AVXL)

[boi568]

I think we are at the point, four months down the road, where there are only two viable possibilities that can explain the PR delay. Either the results are so borderline/mixed that Anavex is scrambling to maximize its presentation, or they have good to excellent results that they are busily integrating into what is known about the other clinical trials and the emerging fundamentals of S1R science.

The stats seem to suggest that the first possibility requires a narrow cognitive improvement window of only about .15 to .35 SD, while the excellent 14-week PDD Episodic Memory result, the clinically strong Rett results, the common biological markers between those indications, the broad genomic transcription study result, and the increasingly clear research into the upstream nature of 2-73 that ties this together, all indicate the latter. This second option happens to be Missling's MO, and fits his view of 2-73 as a platform drug. The successful snagging of an oral presentation and the volunteering of peer reviewed publication are also favorable signs.

There is no reason to believe at this late date that the 2b/3 trial outright failed its primary endpoints, or failed on safety.

So I am optimistic we have a win.