Replies to post #165165 on Anavex Life Sciences Corp (AVXL)

[Jimmy6969]

Last sentence very very interesting.

[BostonSportsNut]

Biostockclub

You consistently make great contributions to this board, just wanted to say thank you, you make sifting thru the detritus tolerable.

[sokol]

Bio:

Thank you. You are making it easier for us to read the tea leaves. Biogen is indeed interested in Anavex’s areas of focus. I think you are on to something.

After reading your post, I went back to look at the announcement of that agreement Anavex signed with Biogen in 2016. It was a material transfer agreement with Biogen in September 2016 to conduct tests with AVXL 2-73 in relation to demyelinating diseases. The studies were to ”...examine the therapeutic role ANAVEX 2-73 may play in permitting remyelination in the brain..” https://www.anavex.com/anavex-compound-to-be-tested-in-biogen-neurological-protection-model/

How does one study the role our drug plays ”in permitting remyelination in the brain” without performing work that may relate to other CNS diseases? The answer is that this study cannot be conducted without knowledge and understanding of how AVXL 2-73 effects the Central nervous system. Therefore, the study must relate to the role AVXL 2-73 plays in treating CNS diseases in general. See this previous post: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=143320176

Thus, Biogen undoubtedly has and is studying AVXL 2-73 and how it may treat any CNS disease.

[nidan7500]

Biostockclub:

And then from a capital perspective, we are a Company that generates a lot of cash and we are under-levered from that perspective. So I think we deployed our capital reasonably. In the last 12 months, we've done seven acquisitions or collaborations. The largest being the one with Ionis, which we are excited about. I think we will probably get to that later. And we've also deployed capital to shareholders.
We bought back $2.75 billion worth of stock in the second quarter for about $288 a share. Today, the stock price is close to $340, and we put a new share repurchase program in place. So we've got ample capacity and financial cash generation and an outlook that both return capital to shareholders and continue to build the pipeline. So we are certainly not done. There is a lot of work to be done with the Company, but we are pleased with our progress and we look forward to the future. near end:

my read is he uses corp-speak to pass on Faint Praise on "reasonably"[/b].As you would know an audience of this type is highly skilled at listening for such dog whistle words. Sounds like he has $$$ and sees this as an obligation to grow by product venue not by just more of the same. I agree w/your read on growing the pipeline...very clear.

[sokol]

Bio:

Thank you. You are making it easier for us to read the tea leaves. Biogen is indeed interested in Anavex’s areas of focus. I think you are on to something.

After reading your post, I went back to look at the announcement of that agreement Anavex signed with Biogen in 2016. It was a material transfer agreement with Biogen in September 2016 to conduct tests with AVXL 2-73 in relation to demyelinating diseases. The studies were to ”...examine the therapeutic role ANAVEX 2-73 may play in permitting remyelination in the brain..” https://www.anavex.com/anavex-compound-to-be-tested-in-biogen-neurological-protection-model/

How does one study the role our drug plays ”in permitting remyelination in the brain” without performing work that may relate to other CNS diseases? The answer is that this study cannot be conducted without knowledge and understanding of how AVXL 2-73 effects the Central nervous system. Therefore, the study must relate to the role AVXL 2-73 plays in treating CNS diseases in general. See this previous post: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=143320176

Thus, Biogen undoubtedly has and is studying AVXL 2-73 and how it may treat any CNS disease.

[Talon38]

Bio...Thanks for the link to Biogen's CFO interview with Morgan Stanley. I agree with your high points of the interview...the company's sound financially....M/S market at $20B annually...we lead there but he used the words, flatish and resiliency = competition coming.....little enthusiasm for the Alzheimer's drugs BAN2401 and Aducnumab being codeveloped with Eaisi....need increased focus on non-US markets (good plug for out AUS and Spain trials).

The big take away IMHO was his comments on business development. Plenty of money available with Biogen's acquisition of Ionis's gene modification technology at $1B being their conservative top buy. However, the CFO hinted that Biogen would be willing to spend more on proven drugs in P3 trials and coyly dropped the AveXis $8B sale this year as an example.

I think, bolstered by this interview and the ongoing MTA, that we have been in business discussions for some months however, the sticking points have been 2-73's possible broad application beyond M/S and Alzheimer's and $'s. Think we shall see more before the end of the year.