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BIOChecker4

05/21/24 9:46 AM

#459486 RE: Kb1123 #459484

Your statement is logical and absolutely right.

Most of the comments on this MB are complete fantasy. Lately, the fantasies have dialed up well above baseline as the level of desperation has risen. All of these fantasies would be fine for a novel but not for the real world.
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XenaLives

05/21/24 12:15 PM

#459497 RE: Kb1123 #459484

Talk about fantasy... Anavex doesn't need a partner to manufacture.


Leading 10 contract development and manufacturing organizations (CDMOs) based on revenue in 2022(in billion U.S. dollars)





Lots more here:

https://www.statista.com/statistics/1419931/top-cdmo-companies-by-revenue/

Lonza has 30 locations world wide, Thermo Fisher has 600.
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Steady_T

05/21/24 1:57 PM

#459500 RE: Kb1123 #459484

The delay you suggest is not that significant compared to the difference in the what the deal is worth to Anavex before and after approval.

Part of the approval process for the EMA is a review of the labeling and literature for the drug. So that will be done at approval time. Ramping up a sales team that already exists to a new product that is not complicated, i.e. a once a day pill, doesn't take long.

As a practical matter, the leverage Anavex gains in making a better deal more than outweighs the little time gained in getting revenues by partnering prior to approval.

The one caveat is a partner might see the inevitability of approval and make an offer assuming approval. Somehow I doubt that is the way it will go down.