Replies to post #354973 on Anavex Life Sciences Corp (AVXL)

[Bourbon_on_my_cornflakes]

BIGGER: Like Dr. M mentioned too even if blarcasamine just stabilizes the disease it will be a huge success! But all of the existing data strongly suggest that blarcamesine will, indeed, reverse the symptomatic progression.

Stabilize or reverse, just don't permanently cure. That is the biggest revenue scenario

[tredenwater2]

Thanks for the reply.

Yes, if blarcamesine is able only to stabilize, prevent the further progression of Alzheimer's symptoms, it will produce billions of dollars of corporate revenues for Anavex,

I believe through the Ph 2a Alzheimer’s data, PDD data, and perhaps some preclinical mouse data (as all mouse data has yet to be refuted in human clinical trials) that Anavex has gained confidence in their drug quite a bit. The fact that they announced a “preventative” Alzheimer’s trial is an astounding dot imo.

Trying to understand this prevention trial I am puzzled at how (without very accurate diagnoses and testing) they would prove that an Alzheimer’s patient has been prevented from getting Alzheimer’s? Thats a pretty tall order if you ask me. Dr. Missling must really be forward looking lining up the haircuts well into 2030 with this latest revelation!

The 7 p’s come to mind. Proper prior planning prevents piss poor performance! For this Dr. Missling gets the star award for “over achiever”!

Tred

[Amatuer17]

“And yes, almost surely Missling has in hand TLD, top line data, from the big Alzheimer's study with blarcamesine. Those will be released to the public when most appropriate. But in the meantime, Missling can hint to other Big Pharmaceutical execs a bit about what he knows; all of which would prompt ever larger collaboration offers”

The first sentence is pure speculation.

48 weeks for all patients do not get over before Jun - so how you know that M had TLD?

On the other hand, PFE purchased Arena pharma for $6.7 Billion when the P3 data was 3-4 months away. Some BP may take that kind of risk and make a bid for AVXL (PFE offered 100% premium to Arena mc - that 100% or even 200% premium will take Arena only to $30 and $2.3 B market cap.

If I were Biogen, I would make such gambling offer - $2.5 Billion or $30 per share offer - that represents some 125-150% premium - very attractive and M will have to respond

[rayovacAAA]

MISSLING, THE TGA, EMA, AND FDA ARE GETTING REAL TIME A2-73 TRIAL RESULTS THROUGH EHR'S OVER SECURE 5G DATA NETWORKS!!!!!!!!!

And yes, almost surely Missling has in hand TLD, top line data, from the big Alzheimer's study with blarcamesine. Those will be released to the public when most appropriate. But in the meantime, Missling can hint to other Big Pharmaceutical execs a bit about what he knows; all of which would prompt ever larger collaboration offers. If Missling decides to market blarcamesine through contract subsidiaries (other Big Pharmas), they are going to have to bid big against each other to play on the blarcamesine ballfield.