Red Shoulder.....good analysis of the market's apparent faulty DD of the Alzheimer's leading biotechs. It comes as a failure to look at the science and clinical history of the three companies. It will soon sort out DD shortfalls when the clinical data is presented by AVXL.
On another drug development issue; the question of partnering or going it alone on 2-73. The accompanying article on Novavax is pertinent to that question. Novavax is working on vaccines and has a very promising COVID19 candidate for which the Govt has paid them $1.6B to develop under "Warp Speed". Although far more well financed and a bigger biotech in size, it is finding it hard to bring its COVID19 vaccine to market despite that significant funding. Setting up the manufacturing/distribution infrastructure in the US has been a problem while handling supply issues in the UK, Europe, India and Japan. While the vaccine issues are far more pressing than what Anavex faces with Rett, the bigger market for Parkinson's and Alzheimer's are going to entail the same demands on Anavex when 2-73 is approved.
Thus 2-73's success will require us to line-up some very qualified partners to insure that success penetrates the market when our science is recognized by the needful public.
Great analysis RedShoulder. I’ve always been baffled at investors, or should I say gamblers, who wildly thrown their money into SAVA & ANVS without proper DD.
RS - Great post. Missling shamming the CNS biotech sector with current data showing progress in cognition and over all CNS progress. Market's are corrupt. Showing the public so everyone can see it.
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