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crescentmotor

12/04/22 1:48 PM

#388696 RE: 1950jtom #388686

They won't need anyone else for drug development, just marketing and distribution agreements with others.



Very appropriate for you to bring the Rett's situation into the potential AD partnership discussion. If things go well with Rett's, Missling can really play hardball on an AD partnership because he can give up the huge up-front money in exchange for a higher sales/revenue percentage. Missling is potentially going to be in a very strong position with a potential partner.

VuBru

12/04/22 2:01 PM

#388709 RE: 1950jtom #388686

My guess is that if the Rett indication is approved by the FDA and the drug marketed, the drug will start being used off label for AD. A good parallel is Neurontin, which was indicated for seizures but generated much of its revenue from wide off-label use for chronic pain. Off-label use will bring in extra revenue even before any AD indication is approved by the FDA. Getting the drug approved for Rett is very important.

Investor2014

12/04/22 2:05 PM

#388715 RE: 1950jtom #388686

In about 6 months we should get readout from the Excellence trial, so not sure how you arrived at conclusion?

In a few months AVXL will be on the verge of monetizing their Rett product