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rayovacAAA

11/17/18 2:33 PM

#172353 RE: Jonjones325 #172352

Fire Missling and the entire board. Sell all the patents for pennies on the dollar and re-open as a printing, barber, and coffee shop.

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poguemahone

11/17/18 3:04 PM

#172356 RE: Jonjones325 #172352

Jonjones325:

I have been thinking these very same thoughts the past few months.

What happened to the expedited/accelerated approval process based upon precision medicine? That was a BIG focus on the board about a year ago. Wait until the FDA issues new guidelines regarding the streamlining of trials (November 2017). They'll want to make AVXL the "poster child" of this new paradigm.

It does seem like most of the "intellectual" speculation on this board has not materialized to date.

I think there will be a lot of tax loss selling the next 6 weeks, which will likely cause this to test its all time lows since enlisting on the NASDAQ. With the time for readouts well into the future, there is no plausible near-term catalyst. Maybe not dead money, but certainly it is dormant for the time being.

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Amatuer17

11/17/18 3:53 PM

#172360 RE: Jonjones325 #172352

Well - it definitely was wasted time - it did not change the dosing, did not change enrollment procedure or filtering or speed.

All it meant is - the trials got delayed by nearly 3 years and thus results got delayed by 3 years and SP is in doldrums and keep going down.
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pcguy

11/17/18 9:23 PM

#172381 RE: Jonjones325 #172352

This is an interesting take to me. If the data was so cut and dry, why didn't anyone say so earlier. When the trials first started the outcome was so encouraging, or so it seemed to many. Nearly all patients seemed to benefit early on. Slowly over time there started to be a spread in patient response and the Anavex-PLUS idea fell to the way side, something else was going on. Still quite a few patients were responding, but some were more than others. This spread grew more as time went on. While discouraging to some, not all the information is available. If we conducted a larger trial and got the same results and could not explain the difference, do you think the drug would be approved? In my opinion, while encouraging, I would think that that type of outcome would have warranted yet another trial. We need THIS trial to give us the approval, otherwise expect more dilution. That is what the precision approach is supposed to provide, insight into the distinguishing factors that resulted in the difference of response. We can tackle any other slight opportunities later, but this trial needs the best shot that it can get if you are interested in growing this company without selling short to BP or massive dillution.
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LakeshoreLeo1953

11/18/18 12:22 PM

#172393 RE: Jonjones325 #172352

As a glimpse at the future of successful Medicine,
if not pioneering it certainly demonstrates that
Anavex was early to the new paradigm.

Diagnosis will help Recruitment will aid in
usable application of perhaps much narrower
patient populations. Is that a win?

History will give us an answer, but it remains
the legitimate reason to have investigated
and invested in AVXL. There is not a case
to be made for crystal ball knowledge of the compound's
efficacy out of P1, particularly for a Company
for which this is the initial effort.