Got it. And as for Missling, I think what he's saying ("positive resonance") at the end of that quote is what I was saying: that strong Rett results could benefit the regulatory view of strong AD 2/3 results. I think.
I believe that there is a 95% likelihood that the current phase 2b/3 early Alzheimer's disease trial is a pivotal trial and that FDA approval for marketing and sales will come after submittal of the results from this trial. The FDA may require a addition follow-up data from a Phase 4 post-market studies, which Anavex will undertake after a drug is approved and at the pharmacy.
For purposes of your point -- that SAVA may be ahead in an FDA approval timeline because it has scheduled two concurrent trials -- you have to be assuming their success in each trial. There is no basis for this. The two trials are not even measuring the same thing; one checks for symptomatic relief and one for disease modification. How can one confirm the other? Even if SAVA only provides a safer version of Aricept (likely), its longer term study will fail the primary endpoint. Two trials can only be better than one if both succeed.
Very surprised by this comment. There is absolutely NO reason for TWO pivotal trials in AD, especially with a strong efficacious signal, very low to no AEs and a monumental societal healthcare need.
When 2-73 becomes approved after AVATAR or EXCELLENCE, there will be immediate approval for AD upon the clearly positive results of the P2b/3 trial. It's likely why the trial is being over enrolled.