Anavex Life Sciences Corp (AVXL)

[WilliamMunny]

I notice that Cassava issued a PR today noting that at week 40 of a Phase 3 clinical trial of simufilam interim MRI data showed the drug is not associated with any ARIA effects such as edema or brain bleeds. Not that I would have expected a different result, but the company is obviously trying to distinguish its treatment from the monoclonal antibodies directed against beta amyloid (e.g., LEQEMBI). One thing they didn't address is whether the MRI revealed any significant reduction in brain loss volume compared to placebo, as occurred in the Anavex trial of blarcamesine. I suspect Cassava would not have held that back were it observed in the MRI analysis.