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Investor2014

05/12/23 6:05 AM

#415002 RE: Investor2014 #415000

And just one important PS!

Just in case the, according to some very unlikely, scenario occurs where Anavex does not gain Accelerated Approval from their P2b AD trial, then it makes good sense to have a P3 PM AD trial already on the go!

One with A2-73 and the other with A3-71 - yeah that's gonna cost some LPC dosh!
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tschussmann1

05/12/23 9:21 AM

#415020 RE: Investor2014 #415000

Well researched and thought-out post. So, the bottom line: what do you think the timing impact of AA with concurrent confirmatory P3 is vs AA with P4? Can they actually be the same as far as the time A 2-73 would be commercially available, or is it likely that the AA/confirmatory P3 process would result in a commercial delay?
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Hoskuld

05/12/23 9:37 AM

#415022 RE: Investor2014 #415000

Couldn't get past point 1: what do you think the "traditional approach" is?
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Joseph_K

05/12/23 12:10 PM

#415065 RE: Investor2014 #415000

I'll add to this that my biostatistician friend (with over 30 years analyzing clinical trials for pharma and CROs) told me yesterday that it is common for the FDA to want a second P3 unless the first P3 was very strong.

I think the AA approach plus another P3 is great. (I don't care if Investor keeps wanting to characterize the P2b/3 as a P2 – I see it as a P2b/3 myself, but it just doesn't matter.) I see us marketing blarcamesine with Medicare coverage under this scenario since, unlike Biogen and Lilly, we aren't shrinking brains and making them bleed. What's not to like?
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Schmiggins

07/03/23 1:53 PM

#421311 RE: Investor2014 #415000

Excellent. Thanks for the effort.