InvestorsHub Logo
icon url

frrol

08/25/21 12:53 PM

#327440 RE: boi568 #327433

Yes, there wouldn't be an AVXL merger, let alone with another CNS biotech. We have our own pipeline and strategy.

The likeliest transaction is a BP partnership or out-licensing, and this wouldn't happen until after the AD phase 2/3. This according to management and good sense.
icon url

infitvest

08/25/21 9:01 PM

#327529 RE: boi568 #327433

Agree with you guys, a merger with SAVA would be career suicide for Missling. Anavex would get no benefit from this what so ever (what 1/2 of that new empty 21million dollar office building SAVA bought?...no thanks)

The blood test, SAVA is not the only player trying this. Difference is, SAVA relies on Filamin A identification I believe... which might well be useless if they don't prove out in P3....they have very little if any peer reviewed scientific data linking Filamin A to AD.

Anavex will definitely benefit from an AD drug test. Our timeline for p3 AD results IMO should show results before any blood test comes on the market. At that point SAVA will be useless as well as their blood test. In the future, we'll be using the blood test which produces the most accurate results overall. My money is betting it won't be SAVA's test.