Anavex Life Sciences Corp (AVXL)

[tschussmann1]

Thoughts on the Needham presentation:

1. Focus for approval is on Alzheimer's in the EU and now also in the US given the FDA requirements revision that seems to better mesh with A 2-73 reported results.
2. Rett, by requiring another trial, is no longer a 1st in US approval.
3. Starting A 2-73 as early as possible will provide the best results in preventing or slowing Alzheimer's. Missing did mention use as a preventive.
4. Have a statistically significant reduction in cognitive decline vs placebo (better in a shorter period of time than Mabs), a favorable strong difference from placebo for a blood marker that strongly correlates to plaque development, and most importantly, a very strong reduction in the rate of brain volume loss vs placebo. Given the brain volume loss is an effect of Alzheimer's...this would seem to be the key result.

I keep seeing the parallels between A 2-73 and Rapamycin. Missing even mentioned A 2-73 and anti-aging (in different words), which for Rapamycin has been a noted result with several species. This gives me additional confidence beyond the already communicated results that A 2-73 works.

A 2-73 will be approved for Alzheimer's treatment, and likely at the earliest indication of the disease, where it can have the best result. Once approved, forward thinking doctors will prescribe as a preventive treatment for those at risk of Alzheimer's. Prevention is the best result of all...and for many this will be the case for those fortunate enough to have such a doctor.