If anything, Xena would be happy as they have a partnership with Otsuka which could potentially expedite the penetration of the Japanese/Asian market. Lundbeck has gone through some rough financial times as of late and resorted on laying off 1000 people last August. Any potentially game changing drugs could turn things around and could even make partnership terms more favorable towards Anavex.
Either way, we can speculate as much as we want but the fact remains in the need to have the hard data. Though for many of us who have been here for awhile through the roller coaster ride it is important to maintain patience and perspective, and I think vigilance as well. However, I do remain cautiously optimistic. (Figured if I used a more positive leading term I might get sued)