Anavex Life Sciences Corp (AVXL)

[WilliamMunny]

Excellent succinct summary, boi, of what I too believed were the newer and most salient elements of emphasis in yesterday's presentation.

In recent weeks I have read a couple of reviews of Donanemab and/or Lecanemab (LEQEMBI) in which the commentator expresses his/her concern over the accelerated brain shrinkage caused by treatment with these monoclonal antibodies. The fact that Blarcamesine actually slows the shrinkage vs. placebo is a stunning contrast.

Indeed, Slide 21 (at about 14:30 of the presentation) was the juicy new bone that Missling threw out from the data pile. Larger and faster improvement in the plasma AB 42/40 ratio vs. placebo for the blarcamesine patients than those treated with LEQEMBI was impressive and unexpected. Nice to see this biomarker show an mAb beaten at its own game, even if it isn't the one blarcamesine professes to play. I suspect the EMA will enjoy that slide.

You are also spot on with your observation that Anavex looks set to push the restorative effects found in its genomic study, and I also fully agree that this was a superior presentation from what Missling has often delivered in the past.