Replies to post #347333 on Anavex Life Sciences Corp (AVXL)

[falconer66a]

After Blarcamesine, Anavex 3-71 Will Be Big(ger)

Understandably, the focus on Anavex Life Sciences Corp is centered on Anavex 2-73, blarcamesine; presently in three definitive clinical trials, for Rett syndrome, Parkinson's disease dementia (PDD), and Alzheimer's. The immediate future of Anavex depends on the clinical safety and efficacy of blarcamesine to treat at least one of these otherwise recalcitrant central nervous system (CNS) diseases. A large body of previous postings indicate the evidence why the drug is so very likely to exhibit favorable clinical outcomes.

But presently very little attention is being paid to Anavex's other new drug candidate, Anavex 3-71. I'm not going to re-post any of them, but feel free to do a postings search on Anavex 3-71. Simply, it has an even greater therapeutic potential than blarcamesine. It works therapeutically in doses fractional to those of blarcamesine; with phenomenal therapeutic outcomes against a wider diversity of CNS and other disease categories.

With Rett syndrome results soon to appear for blarcamesine, it will be the headline drug from Anavex; then even more so with the PDD results. Finally, sometime in 2024 will be the big Alzheimer's results.

But watch. waiting actively in the wings is Anavex 3-71, waiting to take the CNS (and perhaps COVID-19) treatment stage, when that act opens next year. Anavex 3-71 may end up being Anavex's biggest drug and revenue generator. Time (and clinical results) will tell. The preclinical data from murines (lab rodents), like those previously from blarcamesine, are extremely favorable; against a much wider body of diseases; particularly by muscarinic receptor activation.

As a retail (private individual) holder of a moderate AVXL position (several thousand shares), I've perceived from my Anavex investment start, about five or six years ago, that this investment would take a lengthy period to pay off. On paper (well, on my spreadsheet) I have a very nice value appreciation of my AVXL position. But I've never sold a share (have taken no profits), and don't intend to for many years. Knowing to a reasonable degree the biochemical intricacies of the biochemistry of the Anavex molecules, I'm satisfied to patiently wait for Anavex to gain FDA approval to sell one of their drugs. In 2023, my spreadsheet cells indicating AVXL share prices will have to add another digit or two. In the Total Value cells (share price x number of shares), at least two digits will have to be added there, too.

A worthwhile wait.

[Steady_T]

Maybe 3-71 could be helpful in Covid. That is an issue that is sometime in the future.

Anavex's immediate concern is getting the MOA (method of action) of 2-73 confirmed in a controlled trial and following that up with an NDA approval. The company needs a revenue stream more than anything else at this point in it developmental cycle.

An approved MDA confirms the MOA and that will legitimize 2-73 in the eyes of investors and the wider medical community. That will also improve the perception of 3-71 as a potential successful drug candidate.

Covid indication for Anavex is high risk indication with a huge amount of research for potential competitors going on. Anavex has all the risk it can handle at the moment. A failure of any Anavex drug in a Covid trial at this point in time would be a very big setback for the company and how it is perceived in the marketplace. Going for a Covid trial right now would be perceived as desperation on the company's part.