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Re: Joseph_K post# 431176

Monday, 09/18/2023 12:10:49 AM

Monday, September 18, 2023 12:10:49 AM

Post# of 462781
I have been re-watching the Dec 5th web presentation. They do repeatedly claim that the data they were presenting is designed to show improvement over baseline. They also discuss the Odds Ratio as being in the sap. They do present the OR for both primary endpoints. Then they discus the mean of the ADSL-COG along with the OR data. ADSC-ADL mean is not given. That has been pointed out since the day this presentation was posted.

The time frame the George mentioned at 45 min with Roy was about CRD sum of boxes. Which also had mean info given.

No matter how we rehash this there is insufficient information available.

The recent PR shows the data in an format that Jin says represents what the FDA wants to see and with criteria that the FDA finds acceptable for trial evaluation.
Apparently there is more than one way to analyze data to show trial success. Of course part of that has to do with what is specified in the SAP which we have no knowledge of. Jin has seen that of course.

So the bottom line is we are pissing in the wind* trying to come to conclusions based on insufficient information.

In defense of some of the more critical posters on the board that look for every possible weakness in the data and the company's performance, I would say I appreciate seeing what they have to say. It causes me to take a deeper look than I might otherwise do. Most of the time when I take that deeper look I don't agree with their interpretation of the information. Interpretation is a key word here. We all take information and place it in our own world view i.e. interpret what meaning it has.

As investors we take what information we can get and build a story out of it. That story informs our investing decisions. In general the critical posters strengthen my opinion of what Anavex will do at the same time they tell me what I need to paying attention to or not as the case may be.

* I live in Texas. Jerry Jeff Walker is very well known in these parts.

The real folly is ignoring the progress the company has made.

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