Replies to post #315654 on Anavex Life Sciences Corp (AVXL)
06/18/21 7:30 PM
06/18/21 7:34 PM
06/18/21 8:17 PM
Red, IMO, this is how it will go down.
1) As the efficacy of Anavex's drugs are understood (it only takes the understanding of one drug's MoA to realize the power of the other "family" members), one of the Consortium (Merck and/or Takeda) will bring together 5-8 other BP to digest what the future will be like if Anavex continues to advance forward.
2) Once that realization sets in, i.e., the revenues of BP declines by 70-80% within 10 years, BP decides to react.
3) The question it faces is: Do they split Anavex up for each firm's particular interest or do the companies decide to "Deep Six" all of Anavex drugs?
4) If they act on the former, i.e., acting like a cabal, the SP offered will be lower than if BP wants to terminate the pipeline ... think Keystone. If it were the later, the offer must be overwhelming to get the necessary shares.
5) BP will attempt to move before Anavex receives approval (not disclosure of the results) at any level.
6) This is likely to happen before the end of 2022 as long as BP can thwart/delay any approval by TGA et al.
P.S. I believe when there are significant "technological breakthroughs" looming, American/European business do not play fair, but will do everything in its power to prevent that transformational event from happening.
... and I have the scars, wounds and depleted bank account to prove it.
06/18/21 9:13 PM
...the revenues of BP declines by 70-80% within 10 years...
06/18/21 10:15 PM
This is likely to happen before the end of 2022 as long as BP can thwart/delay any approval by TGA et al.
Red, IMO, this is how it will go down.
1) As the efficacy of Anavex's drugs are understood (it only takes the understanding of one drug's MoA to realize the power of the other "family" members), one of the Consortium (Merck and/or Takeda) will bring together 5-8 other BP to digest what the future will be like if Anavex continues to advance forward.
2) Once that realization sets in, i.e., the revenues of BP declines by 70-80% within 10 years, BP decides to react.
3) The question it faces is: Do they split Anavex up for each firm's particular interest or do the companies decide to "Deep Six" all of Anavex drugs?
4) If they act on the former, i.e., acting like a cabal, the SP offered will be lower than if BP wants to terminate the pipeline ... think Keystone. If it were the later, the offer must be overwhelming to get the necessary shares.
5) BP will attempt to move before Anavex receives approval (not disclosure of the results) at any level.
6) This is likely to happen before the end of 2022 as long as BP can thwart/delay any approval by TGA et al.
P.S. I believe when there are significant "technological breakthroughs" looming, American/European business do not play fair, but will do everything in its power to prevent that transformational event from happening.
06/19/21 11:41 AM
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