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Re: ckent post# 426314

Tuesday, 08/08/2023 11:21:19 AM

Tuesday, August 08, 2023 11:21:19 AM

Post# of 461409
Another excellent post. Thanks CKent.

1) Anavex has been approached by companies interested in either partnering on or licensing Blarcamesine. The fact these were unsolicited shows they are watching and paying attention to the Anavex's MOA, results, and peer reviews. There will be some competition to get a jump to secure access to Blarcamesine before their competitors, resulting in more aggressive up front offers.

2) Kun Jin coming on board may finally be bearing some fruit. The possibility of using the OLE as a confirmatory trial would surely expedite the AA process and eventually full approval. Hope more ripe fruit comes from him being on team asap.

3) Good to hear Missling state he wanted to "surprise the market" without projecting a more definitive timeline like CTAD. I know it's frustrating not knowing more definitively but this works to our benefit. There's more uncertainty for shorts to play games since they don't know when the rug will be pulled out from under them. "Surprise" has two meanings here. First, getting caught off guard for the shorts, and second, it projects very positive results. Afterall, he did state at the ASM that we will like the results.
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