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Talon38

12/18/17 12:58 PM

#134773 RE: frrol #134771

IMHO, The billions (nearly $150 from Pharmas) coming home next year is causing a great of planning, negotiation and jockeying in the M&A realm. The speculation about Pfizer and Biogen is one example. As the M&A picture unfolds in the first half of 2018 and we complete the Rett trial, the future of ANAVEX will start to become clearer. I believe with the hot market in Bio/Pharma next year and the successful progress with our trials, our fortune as a company will be riding the crest of the precision medicine wave. We will look back at this period and say, "Whew, I'm glad I stayed the course!"

ohsaycanyousee82

12/18/17 1:04 PM

#134775 RE: frrol #134771

Forget about AD for the moment. What is your expectation of the 2-73 impact on seizure activity among the Rett participants given what was discovered in preclinical analysis? Do you think that the effect will be easily measureable one way or the other? What level of confidence do you sense in AVXL Management relative to the Rett trial?

In the near term (6 months) is there anything else that really matters other than someone possibly making a play for the company?

We all realize that marginal results coming out of the Rett trial will be problematic for the future of 2-73. What does the horizon look like if these results are positive and indisputable?

nidan7500

12/18/17 1:19 PM

#134777 RE: frrol #134771

Wanted to focus on the MS-BIIB scenario for this particular puzzle. Just trying to get a better understanding of why the BIIB silence and back-forth, ON/OFF peeks we have had over past 10-12 months. Nothing complicated.