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Amatuer17

01/18/18 4:17 PM

#138042 RE: Jonjones325 #138041

“. And I believe we have more than that.”

That is the crux of the issue - BP has to believe in the drug which is critical - based on current status that does not seem to be the case

Fireman02360

01/18/18 4:37 PM

#138044 RE: Jonjones325 #138041

Not sure why there hasn’t been a deal already. I don’t think it’s a lack of interest.



I think there have been offers on the table Jon. As I stated in my post the other night, I think a deal is imminent. I think Missling is driving a very hard bargain, if he wasn't, I believe Anavex would have been sold a long time ago.

-fireman

nidan7500

01/18/18 5:02 PM

#138051 RE: Jonjones325 #138041

[quoteMissling could have made a crappy MTA with Biogen that gave them the first right of refusal][/quote]

A. BIIB has a dilemma, they have seen a peek at A2-73 and have studied the results from multiple MS researchers, all of which seem to indicate clinical promise unlike anything they have. Partnering to develop any A2-73 trials would likely lead to killing their golden geese. So, they will not move unless timing/PR/FDA and other conditions force them to. It is all easily understood.

B.We all know, No Micro Biotec's like AVXL can afford to sponsor the massive trials being suggested based on past FDA practices....so 21st century precision medicine CA must be applied w/smaller trials based on TBD guidance. This status quo has resulted in the previous ineffective FDA processes and zero pharma NP innovation...brilliant. So....we wait it out while FDA grinds on w/funding/staffing issues of their own.

C. We have a kind of showdown while BIIB continues to get BIG $$$ for MS, patients endure and AVXL is in this long Queue awaiting some kind of god like intervention, IMO.

Them who has the gold makes the rules.