Anavex Life Sciences Corp (AVXL)

[Investor2014]

The article focuses on the Rett programme, which was indeed a mess, but gets all below factually wrong lacking knowledge and focusing only on twisting the narrative.

Be investors also regarding this crap. If I was short, which I am not, I could have written something accurate that would be far more scary than this crap.

And while I am at it, Biochecker's 'knowledge' comes from acquaintances of his who have actual friends that mix with the upper echelons of biotech investors or some similar statement I recall him posting years ago - not impressed with those posts either - they are just not scary enough if that was the intent.

EMA Rejection Imminent
Based on:

Anavex’s failure to use a pre-specified, validated endpoint

Lack of replicated efficacy across trials

Statistical red flags and post-hoc manipulations

…we believe the European Medicines Agency (EMA) will reject blarcamesine’s marketing application for Rett syndrome.

This would be catastrophic. Anavex has no commercial assets, no backup revenue stream, and is burning cash with no sales team or partner in place. A failed EMA verdict triggers an immediate repricing of the equity to reality.

We believe that moment is weeks away.

Alzheimer’s Trial — More of the Same
This isn’t an isolated Rett issue. Anavex’s Phase 2 Alzheimer’s trial followed the same script:

Switched from ADAS-Cog to MMSE post-hoc.

Relied on “SIGMAR1 genetic subgroup” cherry-picking to justify weak primary outcomes.

Avoided meaningful cognitive functional endpoints like CDR-SB or ADCS-ADL.