IMO, given the Rett setback, Anavex and TGD need to show to investors et al @ JPM (or before) an action plan on several fronts. My list would be:
1) Be upfront and discuss the plan for Rett in the regions where the trials were conducted, plus with the fda. This includes revealing some details on the OLE, separating the results, maybe showing the initial group stats and the tag-ons added to the trial as they may have been most effected by the Covid vaccine and the biggest impact on the stats. [All of this s/b readily available with computer power of its IT partner.] Also, if data were only recently received, state such.
- or -
1a) Present a darn strong case while those numbers are still significant enough to be filed its NDA's throughout the world.
2) Provide more specifics with the EMA submission for Alzheimer's. Discuss the next steps with TGA, UK and fda on Alzheimer's.
3) Be more forthcoming on the peer review papers for Alzheimer's and PDD.
4) Discuss the mystery disease, if still in picture after Rett. If it isn't, discuss why or how it gets back into the picture.
5) Consider a conference call after having a week or so to review the details of the Rett trial.
Anavex and TGD need to lose its smugness and obfuscation and be more transparent to gain back credibility. Pro-active JPM presentation that pulls back the curtain some on Anavex's future plans would be an indication that the organization knows which path it needs to take to receive approvals and to commercialize Blarcamesine.
Just my thoughts after a tough week with the markets and a skeptical partner.
ANAVEX NOW ... RIGHT NOW ... MONO-STYLE ... for LIFE ... and for ALL AGES!!!
Bullish
