Anavex Life Sciences Corp (AVXL)

[WilliamMunny]

I agree with you on that, plexrec, particularly if that one presentation is all that someone is registering for. Since it is only 15 minutes in total (with little if any time for questions, I imagine) and since you have access to most of the likely content in the company's latest presentation piece, it is not really a question of new information for you and me. I think the significance of this is that it appears to be the first presentation on the data and biometrics from the 2b/3 trial to a European audience, and that it is being done by Timo Grimmer. It comes at a time when an SAG for the EMA is being called to give its opinion on Lecanemab to the Agency, which appears to be deadlocked on the issue (or at least looking for cover). It is also being delivered by an extremely respected Alzheimer's expert on the continent, who seems to me to be taking a more aggressive stance on the advisability of near term approval for Blarcamesine than might have appeared to us a year ago in the company conference call or the MayoMobile interview. Aside from being naturally cautious at the outset, I might speculate that he was quite impressed by the biometrics available since then, in particular the slowing of brain shrinkage. The key here will be the reception he gets with his colleagues in Europe. I think it will be quite positive.