Replies to post #503826 on Anavex Life Sciences Corp (AVXL)

[AlchemicalVoyager13]

Actually, Germany, France and Italy allow sales of EMA approved drugs rather quickly, before pricing has been agreed upon. All three have clawback provisions. Furthermore, I can see, Canada, Gt. Britain and Australia all receiving new drug applications and the US of course. While I agree 2027 will show a huge top line increase I do expect sales that are not negligible in 2026, H2.

[tschussmann1]

From what I read on this site, Germany allows sales after approval, while negotiations are ongoing. Not sure how that would work...would the sales be with no govt/insurance support? If so, then at least some in the early stages of Alzheimer's would probably pay up. Otherwise, agree with you that negotiations would take time. Once govt support is provided, I would expect rapid sales growth in that country. Why would anyone in the early stages say no?

[crescentmotor]

That would justify the $30b+ some people think is possible.

Remember that there have been a couple of occasions when we saw big pharma increases in capitalization of $40 billion upon successful completions of AD Phase III trials before the commencement of sales revenue.

[powerwalker]

Hoskuld, TGD mention some time back that Anavex was conducting pricing talks with some of the EU countries. So, along with the other repliers, it might not be that long, especially if a European BP is the partner (Consortium member Lundbeck, comes to mind).

As to ¶2, NYT reports that fda is not reviewing any new drugs. Whether those awarded vouchers are included is anyone's guess.

Then there are the services those workers aren’t providing, including national park tours and new drug reviews, that support commerce. For many businesses, the timing couldn’t be worse, with the holiday season approaching and economic uncertainty already high.

See ¶4 in:
https://www.nytimes.com/2025/10/21/business/economy/government-shutdown-economic-effects.html?smid=nytcore-ios-share&referringSource=articleShare