Anavex Life Sciences Corp (AVXL)

[crescentmotor]

Once Anavex's drug A2-73 Blarcamesine is FDA, TGA, EMA, GB is approved, Simufilam which is downstream, will no longer be needed and redundant.

That is an unproven theory subject to many variables. It certainly becomes irrelevant if Blarcamesine doesn't receive regulatory approval. There is plenty of room in the AD space for both companies. There is no doubt that the response of patients will vary for the two drugs.

Why would any investor with this knowledge would invest in SAVA ?.

There is no such "knowledge"--see above. Prudent investors don't put all their eggs in one basket. SAVA's results to date improving the ADAS-Cog scores of 47% of the trial patients and showing a decline of less than 2.5 points in an additional 23% of patients is very promising even on an OLE basis. The results of the ongoing placebo controlled CMS trial in third quarter 2023 will hopefully add additional confirming data. Finally, the results will only get better in SAVA's two Phase III trials because of more stringent patient eligibility criteria using blood biomarkers and MRI scans.

I have an equal weighting in both companies at this time and can adjust that weighting as additional data from each company is released. My investment bet only requires one company to succeed. Success by one would result in gains multiple times greater than my losses on the other. My investment fails only if both Blarcamsine and Simufilam never get to market.

SAVA's one drug Simufilam only targets Alzheimer.

Only because AD is the first disease indication that SAVA has targeted. In addition to applicability to numerous other CNS disorders, SAVA is reporting that, in mid-year 2023, an independent third party will present evidential data for biological activity of Simufilam outside the field of neurogeneration.

If a SAVA shareholder sold shares at today's share prices, they could buy over 2 1/2 shares of AVXL for every SAVA share sold.

Good point. Since I am already in both companies, I feel great to have such flexibility to check and adjust if additional data/developments support a change in funds allocation. I like the place I am in.