All I said is if 2-73 works, then Anavex will be a threat to Biogen and all companies working on AD and CNS therapies. It isn't possible to disagree with this statement.
“ Biogen looked at A2-73 carefully and walked away.”
Completely agree. We have seen time and again, BP make BO or collaboration offers very quickly if they see potential. (Even investors also do the same - depending on what their DD says and conviction they have, they decide to invest or sell the stock)
The fact that after exploring-investigating A2-73 for MS, they did not move forward - it tells you that they did not find the necessary potential. M was not required to inform SH about failure or any negative response from BIIB as it was not clinical trial and more of exploration.
Biogen looked at 2-73 for a very specific application namely MS.
There are many reasons that Biogen may have for not pursuing 2-73 including that potentiating myelin growth is not sufficient to treat MS.
MS is an autoimmune disease. Which suggests that unless something suppresses the ongoing attack of myelin a drug that causes growth of myelin is at best in a race to cause growth faster than the immune system destroys it.
2-73 might well be a good drug for MS after some other approach to prevent the immune system from attacking myelin. That might turn out to be another gut biome issue. Who knows?
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