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Hoskuld

10/31/23 10:49 AM

#437669 RE: LakeshoreLeo1953 #437666

It is pretty clear that Anavex's 2-73 works - every clinical trial shows excellent efficacy and safety for all the indications it has been tried on. Rett and AD have p3 results now and the company has clearly articulated paths to commercialization for both indications: 2 successful P3 trials for Rett (EXCELLENCE results are still pending, and AA for Alzheimers. That "WGT" is a pretty well-supported conclusion - whereas "we don't got this" is a conclusion that follows from assumptions that are simply not supportable.

In terms of timelines, I would think there will be a Rett NDA by April and an AA NDA by October. I think October because that would make the OL trial results available to reviewers.

In terms of share price...who knows? Share price can be disconnected from underlying value to the downside (like it is now) or to the upside (like we hope it will be at some point.)

I most want to know when Fragile X and PD and other pivotal trials will commence.