Replies to post #385362 on Anavex Life Sciences Corp (AVXL)

[Kb1123]

What would PR tomorrow that says both primary and secondary endpoints have been met and were clinically and statistically significant with a comment that states more data to come at CTAD diminish anything at the actual conference. If anything that gets every one excited

[tredenwater2]

Dr. Missling gains full leverage after the FDA approves the drug. Until then, any negotiations will be predicated on the remote possibility of an FDA rejection and will bake that risk into the amount offered for the partnership.

You mean like Elsai and Biogens many failed partnership “marketing” attempts?

Gator, while I dont totally disagree I think waiting until final approval may hold back much need prep time to roll out the drug. Hiring, adjusting, gearing sales force is needed in an Alzheimer’s partnership imo ahead of approval. Look at how Dr. Missling is preparing for rollout of Rett Syndrome, waiting is weak and for rookies.

Instead once we have TLD in hand (uhh like now) and especially when/if its a grand slam TLD, you have all the leverage you need with a few final milestone “triggers” to activate the final stages of the agreement. I think Anavex will/can retain full control through FDA approval and still allow a partner to navigate within a signed agreement. Thus, this partnership could theoretically come out of knowwhere and be announced at any time.

Also there is more imo than Alzheimer’s at play. Whoever gets Alzheimer’s whether its geographically carved up or by disease (most likely the latter) I believe Parkinsons PDD, PD, future MS, Schizophrenia etc are going to be tied. Thats the real data/proof Dr. Missling is lining up. In other words he is lining up the geographical partnership(s) for prophylactic use with rare disease separated for us possibly through liquid formulation vs pill.

Ajmho and actual results may vary very soon.