Replies to post #71897 on Anavex Life Sciences Corp (AVXL)

[F1ash]

Would you advise people who read your statements to invest their entire retirement accounts in this company based on your assessment that:

"Anavex has Research Value ALONE of MORE than $500,000,000 .... " ?

Where did that number come from by the way?

I am not invested here long or short, but I see people saying they are doing exactly that. It just seems appropriate for someone to point out that things are not nearly as clear cut as some here would have them believe.


"DID YOU see the Montherapy Data?
LOOKS like 100 % of One Arm Monotherapy saw Curative Effect over 6 months..
when they ALL would have/should have fallen by 4-6 Points.. "

I did indeed see that. I forget what the company themselves wrote under the graph you are apparently referencing. Can you find that quote for me?

Is this it?

" Similar MMSE score effect and no notable difference between exploratory analysis of ANAVEX 2-73 alone and ANAVEX 2-73 with donepezil (DPZ)"

Or was it this:

" Similar ADCS-ADL score and no notable difference between exploratory analysis of ANAVEX 2-73 alone and ANAVEX 2-73 with donepezil (DPZ)"

Those aren't my statements, by the way, they came from Anavex. Those statements by the company are why I said the following:


"To my thinking, that is the biggest thing that changed with the results that were presented. It's back to square one. The drug could work, but the current trial has not and, in all likelihood, will not ever be able to prove or even be a reliable indicator of that possibility. It's undersized (and shrinking even further by dropouts), it has no control arm, and it's not blinded to either patients or physicians which makes results extremely suspect to most outsiders.

It sort of relegates the situation to one possibility imho, wait till this trial is completed and unfortunately still produces results which are at best a hopeful hint at efficacy. After that a real and proper phase 2 can be designed and implemented and then those results could interest a potential partner as long as they are willing to overlook the fact that the drug is apparently based on an over 20 year old Italian patent that has apparently expired for the Alzheimers indication which brings generic competition into play.

Do all that and a partnership is very likely. They would need the LPC funds to be released from whatever is holding them up, to pay for a second phase 2 though don't they? "

[lt2211]

Anavex has Research Value ALONE of MORE than $500,000,000

That statement is total nonsense. At this point in the development of the drug, there is absolutely no way of coming to that conclusion.

[TomP1]

Reality kicked in last week. A second PR was needed to say that the poster contained actually good news.

DID YOU see the Montherapy Data?
LOOKS like 100 % of One Arm Monotherapy saw Curative Effect over 6 months..

So we generalize 7 patients to conclude a 100% succes rate?
The CURE word is back ?

Oh boy.

[jimmy667]

So many have fallen under the spell unreasonable fears' doubt, uncertainty and doom as company the has been doing everything right and it's drug has performed so far better than than the company "Anavex Life Sciences" had even expected. Now the market cap has been traded down nearly low as for the entire company than Heptares R&D upfront payment of $125 Mil license agreement for "selective musicanaric" angonists the most advanced of which is in Ph1b.

From Heptares website:

Pipeline Deals

Allergan

Global R&D and commercialisation agreement (2016) under which Allergan licenses exclusive global rights to Heptares’ broad portfolio of novel subtype-selective muscarinic receptor agonists in development for the treatment of major neurological diseases, including Alzheimer’s disease. Heptares received $125 million upfront, and is eligible for milestone payments of up to approximately $3.25 billion, plus up to double-digit royalties.

Allergan is also committing up to $50 million to joint R&D programme aimed at advancing multiple candidates through Phase 2 studies. Allergan will be responsible for the development of licensed compounds upon initiation of Phase 2b studies and for subsequent manufacturing and commercialization of the products.

Here is the pipeline Allegan licenced, again from Heptares website:
Heptares Targets

GPCR Target Indication
Status Partner


Muscarinic M1 Cognitive impairment in Alzheimers, Schizophrenia, other
First-in-class selective muscarinic M1 receptor agonists in Phase 1b clinical development


Muscarinic M4 Psychosis in Schizophrenia, Alzheimer’s and other diseases
First-in-class selective M4 agonists in preclinical development


Dual M1/M4 Psychosis and cognitive impairment in Alzheimer’s, Schizophrenia and other diseases
First-in-class dual M1/M4 agonists in preclinical development

Many "real" experts in the field as Dr Harald Hempel have stated AVXL'sA2-73 is the most exciting development they have seen in AlZ. Heptares lead compound is in Ph1b.

So many people are buying into Adam F's typical BS and twisted facts and ignore solid facts of the value of Anavex Life Sciences Pipeline, which is quite evident in the Allergan/Heptares licensing deal.

McMagyar is being ultra-conservative in his analysis of the great value of Anavex to a potential BP R&D Licensing partner. This conversation of "AVXL will never make it, will dilute etc.", ad nauseam, is becoming annoyingly innane.

McMagyar, I will see you at the top along with the others who can seem to comprehend the potential value of Anavex Life Sciences.
EOM.