Anavex Life Sciences Corp (AVXL)

[falconer66a]

I must merely wait.

Earlier, I posted:

The drug works, safely and effectively. But now, to what extent?

That's why I've maintained my AVXL position. The mechanisms of action (there are several) of blarcamesine have been fully elucidated. There is no longer any mystical chemistry with how blarcamesine is able to put things back to normal inside diseased neurons. And, it does this without complicating or obviating adverse events, side effects.

I've not been alarmed by the yet incomplete statistics of blarcamesine that are publicly available. My working knowledge of the involved biostatistics is inadequate to render any such pronouncements. But my knowledge of the intricacies of cellular physiology and genetics allow me to comprehend all of the papers that describe what the molecule does inside neurons. I'm fully confident that a) the data from the Rett trial will be sufficient to prompt the FDA for approval, and b) Alzheimer's data will eventually prompt FDA approval, and c) the data from the Parkinson's disease dementia study will be powerful.

In order for me to lose the several thousands of dollars I have tied up in my AVXL position, blarcamesine is going to have to fail every one of those three trials. Knowing what I've seen in the pre- and early clinical trials, along with the murine trials, I will continue to sleep well each night. All of this is taking a lot longer than I hoped or imagined. But patience will pay; for me and millions of patients.