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Re: None

Wednesday, 11/12/2025 3:43:25 PM

Wednesday, November 12, 2025 3:43:25 PM

Post# of 516066
Possible Topic for Yesterday’s Oral Presentation

I concur with a couple of earlier posters who downplayed the likelihood that the missed endpoint would be of much concern to the Committee. It’s possible that the topic was added to accommodate a member who was not aware that the endpoint in question has been discounted in importance.

Among other possibilities, one would be for Anavex to clarify how they would finance a rollout of Blarcamisine across multiple countries should approval be granted. Recall that our business development officer was recently seen at the JPMorgan headquarters in New York. It’s possible that she was there to acquire documents showing JPM’s willingness to advance funding to finance sales and distribution once Anavex has approval. Such documents would be helpful in assuring the Committee that Anavex has the resources at the ready to undertake a full rollout upon approval.

Just speculation on my part but the timing may be more than coincidental.

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