Anavex Life Sciences Corp (AVXL)

[falconer66a]

Simufilam Won't Be a Competitor

Did you see the new research supporting/confirming, and adding additional information about the MOA of SAVA's Simufilam and how it boosted another drug's efficacy?

Could, then, Simufilam compete with blarcamesine and Anavex? Could this proposed SAVA drug match or beat blarcamesine in the treatment of Alzheimer's?

Right now I see no evidence for either outcome. The SAVA drug is claimed to reconfigure a brain protein:

Simufilam is a proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA), a scaffolding protein, in the brain.

https://www.cassavasciences.com/simufilam

The SAVA presumption is that Alzheimer's is universally caused by the presence of this disfigured brain protein. Consequently, re-configuring it to a normal shape should fix the problem. Well and good --- for those who's Alzheimer's is actually caused by this distorted protein. But virtually every reference on the question states that Alzheimer's can have a diversity of root causes; ones that the SAVA drug can't fix or prevent.

In fact, it's very probable that blarcamesine, too, will cause the proper synthesis or folding of the filamin A protein.

I don't see that Simufilam could ever be a revenue-suppressing competitor with blarcamesine.