Anavex Life Sciences Corp (AVXL)

[WilliamMunny]

I agree, crescent, that the market share assumption in his model seems way too low. The community of Rett parents is small, relatively well informed, and relatively well connected, and Trofinetide (Daybue) has nasty side effects that should allow Blarcamesine to be the dominant drug of choice. Furthermore, Dr. Missling ought to give back his MBA if he can't generate a higher post tax profit margin than 20%, given the projected price of the drug compared to the very modest cost of producing it (not to mention the company's existing tax loss carryforwards).