Replies to post #312651 on Anavex Life Sciences Corp (AVXL)

[abew4me]

Excellent points, falconer.

"Aricept is already a minor Alzheimer' drug of little repute. One doesn't hear of Aricept successes. There are none. The same story will be said of the new Biogen drug — should it ever get approved."

And frankly, we won't be going head-to-head with them until we get our P2b/3 results next year anyway.

At this point, Anavex is laser-focused on commercializing A2-73 for the rare disease communities...such as Rett, Fragile X, etc.

This is very important because it will change our status from a baby biotech with no revenue...to a respected biotech company that is generating income from several different maladies.

This strategic plan makes it much easier for the FDA to approve A2-73 for Alzheimer's once we submit the results from our P2b/3 study next year...assuming we have excellent results, of course.

[Talon38]

Falconer.....Funny you should mention "Aricept". Who but Eisai, Biogen's partner with Aducanumab, is the inventor and producer of Aricept. But, they now have money and their prestige in Aducanumab/BAN2401. Can't say I'm so sure of Hempel's intentions today...we'll see after the FDA's determination.

From a previous post:

"George......from an earlier post on Eisai......an excellent Asian partner.

"Lima...I agree with you that Eisai is a most probable partner. Eisai was the developer of Aricept which became the SOC for Alzheimers in 1996. It was a milestone for Eiasi and you can read how proud they were of developing this major Alzheimer's drug. Hampel has his work with BAN2401 and Biogen, but he has been a part of Anavex 2-73's history and can see which drug takes science into effective treatment of dementia. IMHO we will hear of something about a partnership by EOY....Eisai was on the leading edge of Alzheimer's treatment and would like to be in that position again!

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Nihon Eisai Co. Ltd. was established in 1941.[2] In 1944, merger with Sakuragaoka Research Laboratory resulted in creation of Eisai Co. Ltd.[3] The American subsidiary of the company, Eisai Inc., was established in 1995.[4]

On November 25, 1996, Eisai received approval from the United States Food and Drug Administration (USFDA) for Aricept (donepezil), a drug discovered in the company's labs and co-marketed with Pfizer.[5]

Three years later in 1999, the company received USFDA approval for Aciphex (rabeprazole), a drug co-marketed with Johnson & Johnson.

In September 2006, the company acquired four oncology products from Ligand Pharmaceuticals.[6]

In April 2007, Eisai acquired Exton, Pennsylvania-based Morphotek, a company developing therapeutic monoclonal antibodies for the treatment of cancer, rheumatoid arthritis, and infectious diseases.

In December 2007, Eisai acquired MGI Pharma, a company specializing in oncology, for US$3.9 billion.[7] This event brought Dacogen (decitabine), Aloxi (palonosetron), Hexalen (altretamine) for ovarian cancer, and the Gliadel Wafer (carmustine) for brain tumors into the Eisai product portfolio.

In 2009, Eisai received the Corporate Award from the National Organization for Rare Disorders (NORD) for the development of Banzel.[8]

[oldandintheway]

Technically, scientifically, of course I agree with you. If this were a pure quarter-horse race - fastest horse wins - A2-73 wins going away. But we're in a far different era socially, politically, monetarily, than when Aricept emerged and I unfortunately believe that the playing field is not close to level. Big Money, Big Regulatory, Big Pharma (hey, thrown in Big Media) all want an AD victory right now and I'm afraid will claim it whether they have the better horse or not, all to the detriment of little AVXL's efforts. And it will take years to expose the a-mab fraud in terms of actual patients and results.

This is all conjecture, no doubt. I hope and pray I'm wrong, but we've all seen some things...