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Talon38

08/29/17 2:06 PM

#117741 RE: bas2020 #117723

BA Good analysis. IMHO we are at a very delicate if not dangerous point in ANAVEX's short life. Tremendous potential and low MC. While there is the reasonable possibility of a partnership with Biogen there is also a threat of hostile intent from them. As we have discussed before, Biogen is the only company that has 2-73 in their lab. Those four well qualified Drs/scientists know for sure what 2-73 capabilities are, not only for remyelination in M/S but for other neurodegenerative diseases especially Alzheimer's. Every bit of the due diligence we have done on this board (preclinical/clinical and scientific research) has been thoroughly reviewed also by Biogen in great detail. As I have said before, they will have passed their assessment of 2-73's threat to Biogn's M/S and future Alzheimer's program to Vournatsos and the BOD. Their only recourse is to partner with or co-opt ANAVEX. And again, time is of the essence as success in ANAVEX 2-73's trials will wake up the pharmaceutical world. Biogen's business planning division will have made the realistic calculations on what future revenues ANAVEX's pipeline would bring, so the stakes are laid out for Biogen's dicisionmakers.

So, its a very critical time for Chris, Tom and the rest of ANAVEX's Board. Exciting for us but then we are just along for the ride












cadno

08/29/17 7:02 PM

#117790 RE: bas2020 #117723

Shares in a BO company is not what I want. You will never get the same return in a $100 billion cap company as you could see in a company this size. I hope that AVXL contracts for manufacturing and distribution, rather than partners in any way that dilutes its autonomy.