Replies to post #121958 on Anavex Life Sciences Corp (AVXL)

[hessmessinc]

There is nothing to concretely suggest a deal is ongoing or even possible between Biogen at this point. One can speculate, but the conservative would assume (and base their investment decisions) off of MS being out of the picture.

Not necessarily a red flag, but disappointing.

[makemydaze]

I agree with you on this Blu - " If out-licensing for MS goes forward, development for that indication would appear on Biogen's Pipeline Overview, not Anavex's"


This may be Biogen's pipeline arrow - anniversary of that agreement is tomorrow the 28th?

[seventhwave]

Blu, no need to clutch at straws here, esp. since you're always rational. MS w/ Biogen is gone and more concerning is the MS indication has been taken off the pipeline development chart on pg.4.
AVXL couldn't possibly ignore any ongoing development interest from BIIB. With all the white elephant chasing in Alz by BIIB & big pharma running multi-1000 patient trials, a no-thanks is a genuine source of concern for it's implications in other indications too.
Missling's in/out-licensing statement is a very generic CEO statement in investor forum presentations. I think in-licensing was an inapplicable term he used earlier to begin with - can;t buy much with $20mm in the bank. Now he's trying to gloss over it by stating in/out- and in the next presentation you might see just out-licensing which is what matters to us as far as pipeline drugs are concerned.
I don't mind if they open the door to Roche, Pfizer, etc.