Excellent post.
I think you and I have had a similar journey of investigation, thought and conclusions. The vast majority of what you just wrote I currently think is an accurate understanding of the evidence we've been seeing. And, I think you have an extremely similar vision to many of us who are invested in this stock.
There are a few areas however, where I'm not quite as confident as you are about how to properly interpret the evidence. Let me put it this way, I think activation of the sr1 receptor generally contributes a vector Force in the direction of health, and away from sickness.
My uncertainty at this point is how much can be achieved against the vector forces aligned against health. Will it cure a disease or merely reduce the damaging ways in which the disease harms cellular mechanisms? how much can be done by sr1 activation alone, and what else is needed to optimize its outcomes?
But the literature now is vast and convincing that human evolution includes protective mechanisms beyond what we generally consider to be the immune system, and the sr1 activation triggers some of them that Aid in the survival of cellular life and produce General health.
The experiments going on at this point in time are likely to define better how much can be accomplished by activating the sr1 pathway. How much does a2-73 correct neurodegeneration??
Another thought I have, that I didn't see in your talk, is the belief that there are different consequences to be achieved by different agonists, ligands or activators; and that the actual result of activation of sr1 will differ depending on the cell function and location.
Furthermore, I'm not clear yet what part the muscarine receptors play, except I do think they are significant. They already are active elements in other drugs.
The repair mechanisms of the body are an exciting New horizon for some of this medicine, and Anavex is definitely one of the companies looking carefully at the subject, and seems to me to be very very far advanced compared to others in their grasp of the opportunity currently before us.
It's definitely exciting to be an investor in this company at this point in time. I hope it lives up to your expectations.