SC, The AD market is so vast and in need of anything with even modest efficacy, AVXL would quickly be acquired or get a broad partnership. The synergy with Aricept is especially appealing for pharmas and the stock could be a goldmine.
But... as we know, it's easy to get carried away drinking the cool aid, so strict position limits are in order, and diversification. As we know, pig longs don't last very long in the bio sector..