I think it’s safe to say that Adam Feuerstein hates Anavex and is using his platform to spread half-truths without providing full context. There are others, too, but none of that matters over the long run. Nor does Dr. Missling’s credibility matter in the long run or whether the market believes anything he publicly says.
Either Blarcamesine works or it doesn’t. If it does work, it will be approved and doctors will either prescribe it or they won’t. Revenues and cash flow will be what matters most. Dr. Missling’s credibility won’t matter one iota. I’d be shocked if even 20% of physicians know the names of the CEOs of the companies whose drugs they prescribe, let alone their credibility among investors.
If Blarcamesine works and if it’s marketed correctly, we all make money. If not, we don’t. And whether the drug works or not is independent of Dr. Missling’s competency or trustworthiness.