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Thursday, 04/20/2023 12:40:39 AM

Thursday, April 20, 2023 12:40:39 AM

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As a long term investor, I liked the little bits and pieces of AD data presented on Dec 1, 2022. But CM offered only a thin slice. Where is the rest of the data analysis? 50 mg vs 30 mg, biomarkers, etc.? It has been 4 1/2 months, nothing new presented on April 17, 2023 conference. I did data analysis for 40 years, multivariate statistics on experimental designs much more complicated that those in this Anavex study. It typically took days, not months to do extensive analyses: Analyses that examined a priori predictions, post hoc comparisons, peeling away "the onion layers" in every possible imaginable way. Computers with recent software are insanely fast at doing these calculations. I don't understand how CM can play up the importance of biomarker measures in the April 17 presentation and then say nothing, 4 months after getting the data, about the actual results on those measures. Why was there no mention of this in the Q & A, other than that he hoped to provide a full analysis of the data this year. If additional analyses involve complicated genetic sequencing, or rocket science still in development, he ought to say so.

Publication of scientific data can take years (e.g., writing the article, submitting it, waiting for peer reviewers, waiting for the editor's decision letter, then revising the article, and then sometimes a publication lag). But the data can be presented at a conference before all of that. I am not selling, but I am not a fan of CM anymore.
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