Anavex Life Sciences Corp (AVXL)

[Hoskuld]

An approval for a relatively inexpensive AD oral therapy that requires no expensive infrastructure (imaging machines, IV centers, frequent appointments) would be a massive win for the EU. The EMA approved the mAbs but so far countries have decided not to reimburse patients for it because individually they do not see the benefit for its citizens. Blarcasemine will sell in a big way, I think.

The benefit to the ABClear3 group is massive. There is no risk/reward issue and the ROI is beyond compelling. I would hope the label calls out WT with a nod towards COL24A1 variants - to be confirmed in a large P4 study.

In addition, the impact that a drug like this would have on a company like Pfizer would be enormous: for $10b-$20b investment, Pfizer could finally add $50b to its market cap and stop its moribund 25 year growth record.