Anavex Life Sciences Corp (AVXL)

[12x]

Nearly half (47%) of the participants on donanemab (compared to 29% on placebo) had no clinical progression at 1 year (defined as no decline in CDR-SB)

That’s a better way to PR the results with the same odds ratio at 1.6 as A2-73 but for the entire patient population.

A2-73 has similar efficacy 27% reduction at 12-month vs 37% at 18-month, but needs larger n trial to confirm. Time to hand AD off to a partner to run a large p3 cross the finish line. Roche would be interested if the biomarker showed amyloid plaque reduction. It will give Roche a way to get back into the AD race. Anavex should focus on green fields Parkinson and rare diseases. The AD fields are getting too crowded with large pharma and now verified amyloid approach.