Friday, June 30, 2023 11:14:54 AM
The natives are getting restless.
Maybe I see things a bit differently than you do. If the plan is to partner up for AVXL, we want max value in that partnership. It takes time to create a product that has achieved max value. The more evidence we can gather that supports efficacy, the more we can integrate precision medicine techniques to identify the best patient candidates, the more we can use technology to help market the product --- all of this is long-term accretive to maximizing the value of the company.
I know a family that started a business many years ago in the local mall. 20 years later they sold it for $250 million or something. Today, the company is worth north of $30 billion. They sold partially because the CEO wanted to retire, but also because the impatient investors wanted their money ASAP. In 5 more years, this company is projected to be worth north of $100B. Do you think the VC's who demanded a sale at $250M regret their decision not to wait another 5-10 years? I do.
I am glad that Dr. Missling is taking his time and making the right moves to ensure that when we do enter partnership discussions, we are doing so from the position of greatest strength possible. If that takes a bit more time, so be it. I've got plenty of other stocks and investments to occupy my time until then.
Maybe I see things a bit differently than you do. If the plan is to partner up for AVXL, we want max value in that partnership. It takes time to create a product that has achieved max value. The more evidence we can gather that supports efficacy, the more we can integrate precision medicine techniques to identify the best patient candidates, the more we can use technology to help market the product --- all of this is long-term accretive to maximizing the value of the company.
I know a family that started a business many years ago in the local mall. 20 years later they sold it for $250 million or something. Today, the company is worth north of $30 billion. They sold partially because the CEO wanted to retire, but also because the impatient investors wanted their money ASAP. In 5 more years, this company is projected to be worth north of $100B. Do you think the VC's who demanded a sale at $250M regret their decision not to wait another 5-10 years? I do.
I am glad that Dr. Missling is taking his time and making the right moves to ensure that when we do enter partnership discussions, we are doing so from the position of greatest strength possible. If that takes a bit more time, so be it. I've got plenty of other stocks and investments to occupy my time until then.
Recent AVXL News
- Anavex Life Sciences Highlights New Scientific Findings on Shared Biology Between Autism and Alzheimer’s Disease • GlobeNewswire Inc. • 04/14/2026 11:30:00 AM
- Anavex Life Sciences to Present at the 25th Annual Needham Virtual Healthcare Conference • GlobeNewswire Inc. • 04/07/2026 11:30:00 AM
- Anavex withdraws EU approval filing for Alzheimer’s therapy • IH Market News • 03/30/2026 12:39:26 PM
- Anavex Life Sciences Provides Comprehensive Regulatory Update • GlobeNewswire Inc. • 03/30/2026 11:30:00 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/25/2026 08:06:00 PM
- Anavex withdraws EU marketing application for Alzheimer’s therapy blarcamesine • IH Market News • 03/25/2026 02:06:58 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/25/2026 11:30:00 AM
- Anavex Life Sciences Presents New Data from its AD-004 Phase IIb/III Trial at AD/PD 2026 Conference Demonstrating Consistent Correlation Between the Treatment Effect of Oral Blarcamesine and Preservation of Brain Volume in Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/23/2026 11:30:00 AM
- New Scientific Findings Highlight Hypothesis of Autophagy Failure as a Precursor of Amyloid Beta and Tau Pathology in Alzheimer’s Disease • GlobeNewswire Inc. • 03/20/2026 11:30:00 AM
- Anavex Life Sciences Presents Significant Treatment Effects of Blarcamesine in New Advanced Alpha-Synuclein Model of Parkinson’s Disease at AD/PD 2026 Conference • GlobeNewswire Inc. • 03/17/2026 11:30:00 AM
- Anavex Life Sciences to Present at the Citizens Life Sciences Conference • GlobeNewswire Inc. • 03/03/2026 12:30:00 PM
- Anavex Life Sciences to Present at the 46th TD Cowen Annual Health Care Conference • GlobeNewswire Inc. • 02/25/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/25/2026 11:07:01 AM
- Anavex Life Sciences Appoints Seasoned Healthcare Leader to Board of Directors • GlobeNewswire Inc. • 02/23/2026 12:30:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 02/09/2026 09:40:27 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/09/2026 12:31:17 PM
- Anavex Life Sciences Reports Fiscal 2026 First Quarter Financial Results and Provides Business Update • GlobeNewswire Inc. • 02/09/2026 12:30:00 PM
- Anavex Life Sciences to Announce Fiscal 2026 First Quarter Financial Results on Monday, February 9, 2026 • GlobeNewswire Inc. • 02/03/2026 12:30:00 PM
- Anavex Joins ACCESS-AD, a Major Initiative Funded by the European Commission, Through the Clinical Evaluation of Blarcamesine as Part of a Precision Medicine Approach in Alzheimer’s Disease • GlobeNewswire Inc. • 01/13/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/09/2026 10:26:26 PM
- Edelson Lechtzin LLP Announces an Investigation of Anavex Life Sciences Corp. (NASDAQ: AVXL) and Encourages Investors with Substantial Losses Contact the Firm • PR Newswire (US) • 01/09/2026 01:13:00 AM
- Anavex Life Sciences Appoints Senior Vice President Global Head of Neurology • GlobeNewswire Inc. • 01/08/2026 12:30:00 PM
- Anavex Life Sciences Receives FDA Feedback on Alzheimer’s Disease Program • GlobeNewswire Inc. • 01/06/2026 12:30:00 PM
- Anavex Life Sciences Submitted Request for EMA to Re-Examine Its Opinion • GlobeNewswire Inc. • 12/18/2025 12:30:00 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 12/12/2025 09:05:00 PM
