I think as we see more AD results trickle out from Anavex, the arguments here are implicitly centering on our expectations of the FDA more than anything else
Actually I think the real argument is why if things are gong great, why dont we see Rett TLD and NDAs being filed for Rett and Alz.
No one with big money will believe the company until the NDAs are filed, until then it is viewed as smoke and mirrors.
I was able to make a reasonable calculation of the undisclosed relative improvement (~20%), but the FDA will have the underlying numbers and won't have to guess.