Anavex Life Sciences Corp (AVXL)

[kevindenver]

A couple of points as I also own $ACAD and advocate for the rare disease communities. The approval of Trofinetide was a major event being first to market and exciting for the community to finally have a drug to try. I personally wish them all the best with the treatment and working through the adverse side effects. Sales will flatten out after the initial surge. IMO, the key market cap driver for $ACAD is the growing prescribing rate for Nuplazid, Trofinetide was a nice bonus.

My father technically had Lewy Body Dementia one of the diseases associated with Neurological Synuclein Disease (NSD). Expect to see this term NSD used more in the literature, probably starting next year, as the Michael J Fox Foundation and many other stakeholders are making attempts to better understand and diagnose the diseases caused by alpha-synuclein misfolding. This project will improve availability and further fuel Nuplazid sales growth.

Blarcamesine has a completely different mechanism of action and will be a complementary treatment used with both Nuplazid and Trofinetide and more than likely blarcamesine will become the first line treatment.