Replies to post #414826 on Anavex Life Sciences Corp (AVXL)

[D-Mike]

I have a good friend who works for Lilly. He & has boss were being recruited by Biobleed to work for them and launch their mab but they declined. I keep telling him to tell their M & A guys to drop a few billion and partner with Anavex on AD and go straight to the head of the class on CNS treatment. Maybe one day.

[powerwalker]

gbrown, why would Anavex want to use blarcamesine in a combo with anything, much less a *mab mess!? I don't understand why many posters bring up combos with other drugs. Blarcamesine probably would not work nor help the other drug bring relief.

While TGD has broach that possibility, I think he is doing so to calm the outsiders that their work will not go to waste with blarcamesine's approval, but he doesn't believe it is possible ... unless that drug is 3-71.


ANAVEX NOW ... RIGHT NOW ... MONO-STYLE ... for LIFE ... and for ALL AGES!!!

[Hoskuld]

The reason LLY, BIIB, PFE, etc love mAbs is that biologics outlast their patent lives for nearly forever, whereas solid dosage products have one or more generic competitors set to launch upon the minute of patent expiry. As you note, in all other respects, the anti-beta amyloid mAbs carry several anchors dragging behind them. And when patients start dying of brain bleeds, it is going to be bapineuzumab all over again.

Yes, those companies should buy Anavex out for $10b today while they can. But, they probably won't because they just aren't that smart (as institutions - individuals there are brilliant of course.)

Rett will likely gain approval pretty quickly. And AD will follow right behind. It would not surprise me to see significant off-label PD use because reps will be detailing neurologists who not only see AD and Rett patients but also PD patients - and those reps will hand out the biomarker PD and AD gene up and down regulation data. Revenue should come quickly in all markets where 2-73 is marketed.

Then, once all the risk is wrung out of Anavex and the price per share is extremely high, and only then will LLY etc. want to buy Anavex. Big pharma companies are very risk averse.

[meds4life]

THE A2-76 IN COMBO WITH A MAB MAY PREVENT THE BRAIN SWELLING, BLEEDING