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plexrec

01/08/23 7:33 AM

#396601 RE: BAR123 #396596

Blarcas--" Anyone out there feeling the same way??"--yes--time for "blitzkrieg"---shout from the rooftops---for sure get the word out Bigtime---enough-"silence is golden"---we've got the goods-brag about it-----when we can show the benefits of the 50mg dosing-----SHOUT BINGO !! WGT !!!!!!

plexrec

01/08/23 7:45 AM

#396602 RE: BAR123 #396596

"morning followed by some CLEAR unambiguous explosive statements/slides regarding "--my hope and dream---would go along way to fulfilling "Happy New Year" wishes !!!!!!!

BIOChecker4

01/08/23 8:37 AM

#396606 RE: BAR123 #396596

“Let’s hope that Missling has learned from past mistakes and has a better plan this go round.”

The JPMC conference is another set up for disappointment. How many years and how many screw ups will it take to finally accept that Missling is who he is? He has never learned from his mistakes, seem to have no personal insight, and does not seem to care. And why should he? He’s made millions off of shareholders. With $150 million in the bank and unlimited supplies of cash he can tap into as he wishes, he can keep Anavex going almost indefinitely while continuing to enrich himself.

Unless and until the entire AD and PDD data sets are published for objective, independent researchers to evaluate, investors will continue to doubt the veracity of anything Missling says.

I hope the webcast technician who will be in the Elizabethan B room where Missling will present enjoys the show. Maybe he can add an applause track at the end for effect.

Hoskuld

01/08/23 9:57 AM

#396609 RE: BAR123 #396596

Agree with everything except timing. Will data and analysis be released this week? I don't know (of course), but also do not think Thursday is a deadline. An investor conference does not drive development and commercialization timelines.

end2war

01/08/23 11:51 AM

#396627 RE: BAR123 #396596

Personally, I don't think Missling will release any more data this week until after he has presented his arguments to the FDA and gotten their comments.

Furthermore I don't think Missling has the clear data you hope for, and he will be unable to ever release the kind of press release you seek.

My conclusion after reading the excellent debate on this message board is that Missling is trying to knit together a complex argument about what the data shows, and I don't think it will be presented to the market on Thursday in more clear detail.

However, if I am wrong, he may surprise us with a press release prior to the conference this week.

But don't hold your breath. He has no incentive to go public before he has FDA comments, if at all, Imo.

He already has had time to release more information, but hasn't done so. I think this will be the usual "no newss" type of CC, where he repeats his previous claims to a wider audience, perhaps in some more complete form.

If Thursday turns out to be what you are hoping for congratulations, and I will be proven wrong.

Otherwise, I think he is stalling on the release of more AD data, and probably planning to release results from the Excellence trial next, and pursue the voucher. He probably intends to use the AD data to help get the Retts indication approval.

Then, after the AD extension trial builds the data to at least 18 months, more comparable with the Lecanemab data, he will make his best AD case to the FDA for AA "aggressively."

The Lecanemab approval should definitely help Missling's argument about what his data shows and why the FDA should take a favorable view of AVXL. THERE IS A GOOD CHANCE THEY WILL DO SO, IMO.

IMO, for reasons I explained yesterday, I think it's time for the FDA to to let the A273 genie get out of the bottle and into the hands of doctors and patients.

The biggest hurdle is that AVXL does not have a surrogate biomarker comparable to BIIB's situation; thus, he does not have the same argument for AA that BIIB had.

I expect the FDA to take a deep look at all of the trials AVXL submits for review, and they will give guidance on next steps.

The pps says the market consensus is not favorable, but that can change on a dime.