Replies to post #458053 on Anavex Life Sciences Corp (AVXL)

[Talon38]

Jon....you are on the right track with the discussion of a "partnership" at least for Alzheimer's. That has been voiced strongly by Missling in the past. I think it was approached with Biogen over 2-73's early indication for MS, but the competition of 2-73 and aducanumab in Alzheimer's destroyed the two company's cooperation at the time (MS is still on the board for 2-73). I would venture that an MMA will be followed or proceeded by a partnership with someone like Merck. Merck's success with Keytruda, now being used in 16 cancer applications, would give it impetus to partner with a company who has two drugs that have multiple applications in neuroscience!

[tredenwater2]

JJ I agree with your reply. Anavex is not going to market Blarcasamine as it doesnt have the expertise but what they do have is the wherewithal/expertise to get the drug approved and will imo.

These are difference times, I dont think our drug will be hard for a partner to market for Alz (PD/PDD off label) once it gets approved. This isnt a drug needing to be administered in a clinical setting and doesnt come with the black box warnings and AE’s. This coinciding with the new Alz early detection tests that are surfacing in the market place which will benefit our prophylactic conceptualization. If Dr M has manufacturing broken out I think we are looking at possibly even partnering with amazon for delivery which he has also stated now on the record.

As for rare diseases once we are approved the foundations will spread the news like wildfire and Dr.’s will not need to know about our drug, just give it too them initially and have a few follow ups, the rest will again come in the mail. I think Dr’s and middlemen marketers are stuck in pill pilfering, jabland and office setting visits. Thats all old fashioned once blarcasamine gets approved. I read somewhere AI has even become more efficient than nurses in following medication prescribing and avoiding complications from mistakes. Sad but inevitable.

Enough rambling from my tiny red so(lo)ap box.

Cheers

[powerwalker]

Last years ASM was on May 23rd so we’re not late yet. For those who are speculating that something is in the works.

JJ, we have not seen the proxy, which was issued on April 4th last year, seven weeks before the ASM. The proxy must be issued no less than 21 days before that meeting. Most companies give themselves, especially small ones, over a month before ASM, so it can gather enough votes to pass its slate of directors and other items being voted on by the shareholders. Thus, for Anavex to meet the May 23rd deadline you espouse is not late, the proxy would need to be filed by tomorrow with only a three-week allowance for shareholder voting, which would be contrary to pass Anavex ASM's and the respective voting.

What is in the works, I don't know if there were anything or not. We might see Q2 numbers next week if there were no material event(s) being considered ... and maybe, an explanation on the proxy/ASM for this year.