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BakedLangostino

03/22/25 4:37 PM

#485222 RE: Hoskuld #485221

That’s all true, but it also assumes a successful outcome. It’s possible that Anavex would have been unlucky with its patient cohort or there’s a pandemic or whatever that results in failure, even with a large and expensive trial and then Anavex is trading around $0,40/share. Hindsight is 20:20.

I’d take a few additional years of waiting and accumulating shares, gathering data to inform future trials, then blowing it all on one turn of pitch and toss. As is there’s no guarantee for Blarcamesine with the EMA so I’m grateful we have 4 years of runway just in case we need to turn attention to 371.

Spending more may have produced better results but it’s way to be aggressive with other people’s money. If Dr M spent hundreds of millions and the trial still failed, people wouldn’t be happy either. The hope was low spend with a passing trial but that didn’t happen. Rett was just a placeholder while the mAb drugs proved to the world they’re not the answer,
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tschussmann1

03/22/25 4:57 PM

#485223 RE: Hoskuld #485221

I cannot argue the impact of the small sample size for the control in Rett; it likely was the reason for lack of statistical significance. The non-stat significant metric for Alzheimer's possibly would have still failed with a larger sample size, as it has been postulated not to be a good measure of effectiveness for early Alzheimer's treatments. Perhaps the only reason for inclusion was the FDA requirements of the time.
What I expect to result in a favorable outcome for me is that I was able to acquire the majority of my position post Rett data reveal. Need one of: EMA approval for A 2-73, or demonstrated effectiveness for A 3-71 on Schizophrenia. I believe the odds are in our favor.
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kund

03/22/25 7:04 PM

#485225 RE: Hoskuld #485221

Thrift has cost us big time

But Misleading made millions....he will be making another 5+milion in just 2 weeks.

Misleading don't care about stock price, he is here to make money for himself and his college buddies.
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Guzzi62

03/22/25 9:51 PM

#485230 RE: Hoskuld #485221

Both end points failed in the AD trial? That new to me, I am sure it's only one that failed?