Anavex Life Sciences Corp (AVXL)

[nidan7500]

A key point for me is the precision and (so far) unqualified (sub-micro) trial wins. The upstream thinking and mini- links to solid interim results are strong indicators to me of a discovery process done well. No smoke and wizards flashbacks to grand Amyloid thesis, just solid connecting the dots. IMO, this is all about the process of learning which not only takes time but has multiple (wake up screaming) moments. Had Dr.M. taken the Amyloid herd path b/c he had the data to rationally warrant such then we (as investors) would all be dead by now,, IMO.

IMO, the fundamental "Upstream" thesis is critical to continuous testing of the MOA thesis. So far ....no reason to second guess , as we have witnessed others doing. The evidence of CNS reversals is mind blowing. God does not let that happen unless you have earned it...IMO.