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BakedLangostino

08/04/25 2:49 PM

#496183 RE: Investor2014 #496180

Yes, but so will everyone else. By that point the window for buying in at a cheap price closes rapidly.

It's simply a matter of risk tolerance. To some, it's better to risk a fixed amount that could go to zero but could have exponential gain. To others, it's better to risk a fixed amount that will most likely lose only a small fraction of its value, but has a lower ceiling for profit. You appear to fall into the latter category. Nothing wrong with that.

I put the odds closer to 50/50, but my gut tells me that it's probably closer to 70/30 that Blarcamesine is approved. My gut also misleads me all the time. I think the most recent data that shows long term time-saved for 71% of the population pushes it over the edge. If it had a less favorable safety record and didn't have precision medicine biomarker data, I'd be more cautious about the EMA giving the green light. But there is an actual need for something that works upstream and all of Anavex's corporate actions appear in line with a company that is looking to the business development side at this point in its history.
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crescentmotor

08/04/25 3:19 PM

#496191 RE: Investor2014 #496180

Well with evidence of the EMA clock ticking again, I will move closer to your assessment of approval chances.



What would be the logic behind that? The blinded clinical trial data has not changed since the CHMP accepted the MAA six months back. The CHMP regulatory process has not changed. Why would just a clock start justify moving your percentage approval chance from 25% to 75%. After all, we don't even know that AVXL has submitted their responses to the LoQ. Even if they have, then the CHMP has just started their review of the responses. The CHMP may conclude that the responses are totally inadequate or simply suck. So where is your logic behind this potential miraculous change in your odds for regulatory approval in Europe based on a stop clock resumption? One might suggest that the only thing that has changed is your personal bias.. Inquiring minds want to know.