Replies to post #416595 on Anavex Life Sciences Corp (AVXL)

[Steady_T]

Thanks for the notes. Wish I could have gone.

[plexrec]

Bourbon--" good meeting"--thanks for reporting--very good to hear !!

[tredenwater2]

Outstanding BB, tyvm all sounds positive. Some here still waiting for adas cog score so they can sleep at night and “be right”, some giving a 1 in 50 for AA, others just frustrated by the amount of time. I stand by my belief that Dr. M is in complete control, has hired the appropriate people to achieve AD approval and partnership and Anavex will explode onto the market with the IP for the greatest CNS drug of all time including a rapidly maturing rare disease program.

Cheers

[LBSR TO DA MOON]

Bourbon - Thanks for sharing your notes regarding the ASM...much appreciated!
However, I see that you were silent on what I personally believe to be two (2) very important issues. Please carefully reflect back on your attendance at today's ASM and answer the following questions to the best of your knowledge:
1) Were bagels served?
If yes, were they fresh and how many different varieties were offered?
2) Was coffee served?
If yes, was it hot and was cream, milk, half-n-half and/or sugar offered?
While these questions may seem a bit trivial to some here, I believe your answers will provide some great insight to those of us here who understand the importance of fresh bagels and hot coffee. Thanks in advance!

[Jonjones325]

Thanks, Is this quote for Alz? If so, that is surprising.

Surprising that they are not saying approval will be sought at the same time from all regulatory agencies. So they are waiting on US decision first?

"US will be before seeking Oz approval, reason is better pricing."

[attilathehunt]

Thank you!! Great recap!

[georgejjl]

Bourbon,

Thank you very very much for your takeaways from today's ASM. Do you feel better today than you felt yesterday given what you heard today.

What was the few from the crowd as far as the "smile factor". Do you think most people there are more confident after today's presentation.

Good luck and GOD bless,

[RedShoulder]

Bourbon and Powerwalker, many thanks for the notes. No bad news is good news.

Looks like the rest of this year will be pretty busy, along with the good news PRs we are waiting on,

[jmvho]

Bourbon - Many thanks for the great summary of the meeting!

jmvho

[tradeherpete]

Thank you Bourbon_on_my_cornflakes

Your report gives substance to the reality of real people tackling an impossible disease, doing well, amid all the noise the Media promotes about gun violence. But they have no time to report on history making science breakthroughs.

Shameful.

[meds4life]

Bourbon,
Thanks for the satorial award !

[Hoskuld]

Couple of items to add:

- Dr. Missling repeatedly said that his priority is creating shareholder value

- Patent protection on 2-73 is solid out to 2039.

- Lecanemab screened 8,000 patients down to 1,700 (had to meet specific beta amyloid load and ab40/ab42 ratio requirements) versus 2-73 trial screen 600 down to 509 (or whatever.)

- 2-73 shows impact on beta amyloid and tau...plus a host of other relevant biomarkers such as inflammation

- the reason it took so long to run the p2b/p3 was money (when Dr.Missling took over Anavex was a penny stock with $5K in the bank and $2m in debt) and they added clinics very slowly because they simply could not manage more burn (other may know this but it was new info to me - not the poverty but the pace being dictated by funding, which now seems obvious.)

- Foundations have funded and encouraged PD, Rett, Anglemans, FragileX, etc...they are active and maybe a couple of more foundations will provide funding (and credibility) soon for other indications

If anything else occurs to me then I will post it. Thanks Bourbon.

[raja48185]

Thanks for the feedback.

< They have 30mg and 50mg data for alz but will only release as part of complete data release "this year" (my take is this is in part to leave shorts with no target, drop the MOAB with zero warning, hehe) >

Seems to me that even filing with the FDA for approval for AD(which is encouraging) is going to be later during the year, and most likely it will be after the Rett Top Line Data is out.

'Part of the complete data release' - question is what constitutes the 'Complete Data Release' ? Hence my above assumption (conservative, safe to say knowing Anavex)

[WolfofMia]

Thank you for the meeting notes.

Are we feeling more optimistic about AVXL and management now?

[Joseph_K]

Doesn't this indicate PM trial is next probably?

From Missling via Bourbon: "-future trials can select for genomics that respond best to 273 - wild type is 80%. he noted that biogen and Lilly rejected 80% of the potential trial participants and still only an inconclusive result on effectiveness, So 273 can claim to much wider market."