Anavex Life Sciences Corp (AVXL)

[Gator328]

This is going to be another unpopular opinion, but I do not think that we are going to receive the data everyone is looking forward to prior to the upcoming JPM healthcare conference.

Instead, I think Dr. Missling uses his time to briefly go over the data across all the trials that have been run to date. My guess is that many attendees may have previously ignored or disregarded Anavex's presentations in the past, but they will be much more closely following the company post-CTAD.

The purpose of this conference is to connect institutional investors (i.e., JPM clients) with unique healthcare-related investment opportunities. We should have the 50 mg cohort data soon, but my gut tells me that it won't be coming next week. I said the same regarding CTAD -- that it wouldn't be the price catalyst everyone was expecting even thought the net result was overwhelmingly positive for the company's future.

Dr. Missling is operating at his own pace as he always has. I expect he's going to make the next data release as bulletproof as possible, and as long as his target audience remains the FDA and not the shareholders, all should be well for our investment 12-18 months from now.