Replies to post #208455 on Anavex Life Sciences Corp (AVXL)

[TWilson07]

Must of had a lot of patients today, I expected this post first thing this morning.

- There has be no shift away from AD. NEXT!

- PR’s early on were “dominated” by AD due to the infancy of the other indications and our limited knowledge in regards to them. NEXT!

- I have yet to see any mixed signals...Sounds like a personal opinion. Each indication is a separate situation. Just because one progresses does not mean it is detrimental to any ones before it. NEXT!

- I know you know Anavex has no control over timelines dealing with Third Parties and their review. NEXT!

- If the CC was I comprehensible for you, I would suggest reading a transcript of it. NEXT!

- Are you an AD caregiver? If not, you should not speculate what does and does not make sense to them. NEXT!


What else you got? I can’t speak on science but I have plenty of more NEXT’s ready to type for all of your misconstrued opinions. NEXT!

[XenaLives]

Those trades were voided per TDA.

We frequently see things like this in the AM. I call them "smoke signals". MM's signaling or testing response time for algos.

IMO - Missling expects all the trials to succeed. The reason for the multiple small trials is to prove universal CNS benefit.

[seventhwave]

Doc328, all excellent points. You said...

If A2-73 works in AD, why aren't we trying to enroll the AD 2b/3 in a timely manner with more sites? ...... His response to the AD enrollment question at the last CC was incomprehensible and also signaled the deemphasis of AD.

In the following video, Missling clearly says the Alzheimer's study readout will be "in the forthcoming years." I'm pretty sure he had said 2021 previously but now he's not holding himself to the 2021 target.

(statement at 2:45 min)
I won't however call it a SHIFT in emphasis away from Alz. The PDD & Rett trials are shorter and in play which is why we are hearing about them more v/s Alz. where a slow recruitment process is under way. Missling should absolutely try his best to speed up the ALZ trial recruitment because of the large N. Maybe a successful PDD readout gets enough interest in Spain to subsidize recruitment in the Alz trial. There is way too much of a tug of war for Alz patients among competing Alz trials.
Missling's done a great job managing costs overall but the proce has been slower trial recruitment. Hard to believe the last real readout (Alz. p2a) was in Nov 2015 and we're all so starved at this point for the next topline.

[Investor2014]

Doc, Missling is on record early on saying that he is going for the orphan Rett indication as the shortest path to approval for A2-73.

Approval in a first indication will be very good news for AD and other indications. Why prioritise the biggest and most challenging indication first if approval is more likely focusing with “High Priority” on Rett?

[F1ash]

With so much focus on Rett and not expanding to enough sites for AD, does he feel that Rett has more chance than AD to succeed?

From my experience I have come to expect rational individuals to act in a rational fashion. It’s when I see actions from rational individuals that don’t seem to match the rational actions I would expect to see that my interest is peaked. Have they become irrational people? Perhaps. Or, are their actions perfectly rational because they know something that I’m not aware of that is shaping their actions?

Something has puzzled me for awhile. Why did Anavex decline to show a dose/response relationship for the 2a Alzheimer’s trial? Management decided to use a “concentration”/ response relationship instead. Why not show both at least? Something occurred to me that, if true, might explain the desire to avoid revealing the dose response relationship. Didn’t only the high concentration “group” show a positive response? Didn’t high dose roughly mirror high concentration? If the high dose was 30 and 50 mg for the 2a, wouldn’t that be the doses one would expect to see in the 2b/3 trial? If management had shown a dose/response relationship that showed 30 and 50 mg had the best response but then they used lower doses in the 2b/3 trial, how would that go over? Anavex did indeed decide to conceal the dosages in their 2b/3 trial. Why do that?

Pure speculation, but could all these things be tied with the seeming de-emphasis on AD?