Wednesday, May 01, 2024 5:23:17 PM
Probably Jiong Ma is a good asset for the company, but with no experience at all in launching a new drug in the market.
I looked at board members, management and Linkedin profiles. There is really nobody with medical, marketing, market access, or sales experience launching a drug. At this stage they need to build KOL support to get the drug approved and reimbursed in the major countries. That doesn't go by itself and takes time. Anyone who has ever launched a drug knows that. Such colleagues would know how to do premarketing, build a story around a new drug, create effective messages, prepare various activities and build a network of external key opinion leaders (KOLs) supporting the drug and company. That all lacks here. Also regulators and payers sometimes speak with KOLs about new developments and if they don't hear anything positive it will be bad for the company and drug. All big companies nowadays start (very) early on with some marketing, medical and market access persons. Now there is nobody which explains the amateuristic communications, materials, the lack of activities and share price. The competitors will speak about Anavex in a negative way and there is nothing to balance that somewhat.
I agree that the data looks promising, but the share price is ridiculously low and that's mostly because they do not know how to build support for the drug. Missling uses his scientific gut feeling to guide him and nobody tells him that it doesn't work this way.
I looked at board members, management and Linkedin profiles. There is really nobody with medical, marketing, market access, or sales experience launching a drug. At this stage they need to build KOL support to get the drug approved and reimbursed in the major countries. That doesn't go by itself and takes time. Anyone who has ever launched a drug knows that. Such colleagues would know how to do premarketing, build a story around a new drug, create effective messages, prepare various activities and build a network of external key opinion leaders (KOLs) supporting the drug and company. That all lacks here. Also regulators and payers sometimes speak with KOLs about new developments and if they don't hear anything positive it will be bad for the company and drug. All big companies nowadays start (very) early on with some marketing, medical and market access persons. Now there is nobody which explains the amateuristic communications, materials, the lack of activities and share price. The competitors will speak about Anavex in a negative way and there is nothing to balance that somewhat.
I agree that the data looks promising, but the share price is ridiculously low and that's mostly because they do not know how to build support for the drug. Missling uses his scientific gut feeling to guide him and nobody tells him that it doesn't work this way.
Recent AVXL News
- Anavex Life Sciences to Present at the 25th Annual Needham Virtual Healthcare Conference • GlobeNewswire Inc. • 04/07/2026 11:30:00 AM
- Anavex withdraws EU approval filing for Alzheimer’s therapy • IH Market News • 03/30/2026 12:39:26 PM
- Anavex Life Sciences Provides Comprehensive Regulatory Update • GlobeNewswire Inc. • 03/30/2026 11:30:00 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/25/2026 08:06:00 PM
- Anavex withdraws EU marketing application for Alzheimer’s therapy blarcamesine • IH Market News • 03/25/2026 02:06:58 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/25/2026 11:30:00 AM
- Anavex Life Sciences Presents New Data from its AD-004 Phase IIb/III Trial at AD/PD 2026 Conference Demonstrating Consistent Correlation Between the Treatment Effect of Oral Blarcamesine and Preservation of Brain Volume in Early Alzheimer’s Disease • GlobeNewswire Inc. • 03/23/2026 11:30:00 AM
- New Scientific Findings Highlight Hypothesis of Autophagy Failure as a Precursor of Amyloid Beta and Tau Pathology in Alzheimer’s Disease • GlobeNewswire Inc. • 03/20/2026 11:30:00 AM
- Anavex Life Sciences Presents Significant Treatment Effects of Blarcamesine in New Advanced Alpha-Synuclein Model of Parkinson’s Disease at AD/PD 2026 Conference • GlobeNewswire Inc. • 03/17/2026 11:30:00 AM
- Anavex Life Sciences to Present at the Citizens Life Sciences Conference • GlobeNewswire Inc. • 03/03/2026 12:30:00 PM
- Anavex Life Sciences to Present at the 46th TD Cowen Annual Health Care Conference • GlobeNewswire Inc. • 02/25/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/25/2026 11:07:01 AM
- Anavex Life Sciences Appoints Seasoned Healthcare Leader to Board of Directors • GlobeNewswire Inc. • 02/23/2026 12:30:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 02/09/2026 09:40:27 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/09/2026 12:31:17 PM
- Anavex Life Sciences Reports Fiscal 2026 First Quarter Financial Results and Provides Business Update • GlobeNewswire Inc. • 02/09/2026 12:30:00 PM
- Anavex Life Sciences to Announce Fiscal 2026 First Quarter Financial Results on Monday, February 9, 2026 • GlobeNewswire Inc. • 02/03/2026 12:30:00 PM
- Anavex Joins ACCESS-AD, a Major Initiative Funded by the European Commission, Through the Clinical Evaluation of Blarcamesine as Part of a Precision Medicine Approach in Alzheimer’s Disease • GlobeNewswire Inc. • 01/13/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/09/2026 10:26:26 PM
- Edelson Lechtzin LLP Announces an Investigation of Anavex Life Sciences Corp. (NASDAQ: AVXL) and Encourages Investors with Substantial Losses Contact the Firm • PR Newswire (US) • 01/09/2026 01:13:00 AM
- Anavex Life Sciences Appoints Senior Vice President Global Head of Neurology • GlobeNewswire Inc. • 01/08/2026 12:30:00 PM
- Anavex Life Sciences Receives FDA Feedback on Alzheimer’s Disease Program • GlobeNewswire Inc. • 01/06/2026 12:30:00 PM
- Anavex Life Sciences Submitted Request for EMA to Re-Examine Its Opinion • GlobeNewswire Inc. • 12/18/2025 12:30:00 PM
- Anavex Life Sciences Provides Update on Regulatory Review in the EU for Blarcamesine to Treat Early Alzheimer’s Disease • GlobeNewswire Inc. • 12/12/2025 09:05:00 PM
- Anavex Life Sciences to Present Oral Blarcamesine Data at the 18th Clinical Trials on Alzheimer’s Disease (CTAD) Conference • GlobeNewswire Inc. • 11/26/2025 12:30:00 PM
