Anavex Life Sciences Corp (AVXL)

[Joseph_K]

I find your 2% figure, especially since you're including AA and a new trial getting enrolled, shockingly (even absurdly) low. Considering 2-73's safety profile and other advantages over the mabs (e.g., ease of administration, probable cost), and the mabs' clinically insignificant (or marginally significant at best) efficacy, you must think the P2b/3 statistical results were grossly misrepresented, and Missling's biomarker comments overblown, to believe such a low possibility of FDA approval. I have much less experience in this sphere than you or Investor, but I put the likelihood of approval under AA much higher even than Investor's 25%. You must not believe the Biogen approvals showed a pretty low bar for approval of AD drugs; I think it did. If Missling's claims are anywhere near true, and my wife had Alzheimer's, I'd far prefer she try blarcamesine over lecanemab (let alone Aduhelm), and I think the FDA is going to have an analogous inclination and approve.