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Jimbo50

10/27/25 12:36 PM

#504660 RE: boi568 #504657

Canada grants conditional authorization for lecanemab . 🧐🧐 hugely expensive with multiple MRI … there is absolutely no excess times or availability of MRI machines to monitor these additional patients here in Canada
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sab63090

10/27/25 12:36 PM

#504661 RE: boi568 #504657

boi568

I like your thinking on this!

We are both relying on the recent "effectiveness" of Missling meeting various specific deadlines during this serious effort to gain approval in Europe and that is exactly what I am betting on!
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plexrec

10/27/25 12:53 PM

#504662 RE: boi568 #504657

" opinion on the CHMP meeting agenda two weeks from today."---would love to see----this would not at all make me unhappy !!!
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Bourbon_on_my_cornflakes

10/27/25 1:44 PM

#504667 RE: boi568 #504657

great post, solidly reasoned
we should know soon
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attilathehunt

10/27/25 2:22 PM

#504679 RE: boi568 #504657

If it is a CMA, will the EMA require the protocol that tracks patients data be submitted (and approved) prior to offering product for use (and revenue)?

If so, we may not see a huge bounce upon CMA.

My thinking....MA = $40+ and CMA = $20+.

Thoughts anyone?
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abew4me

10/27/25 2:24 PM

#504680 RE: boi568 #504657

I'll add a few "dots" to your post...although my dots may be a little more imaginary. (lol)

According to Doc, he predicted that Anavex would withdrawal their application by the end of October...that's this Friday. (So, if there's no withdrawal, that would be another point for our side)

Additionally, I've been patiently waiting for Novo-Nordisk to announce the TLR from their 3-year Alzheimer's study that ended on 10/17/25. Morgan Stanley already predicted a failure...but that's just their opinion.
I have been hesitant to make a prediction one way or the other. However, (IMO) if there was good news to be shared by Novo-Nordisk, I would've expected them to announce the TLR by now. The fact that they haven't announced anything, makes me think that they have failed to meet their primary endpoints.

There's a Seeking Alpha article that came out a few days ago too. (See the link below)

Novo Nordisk's Lottery Ticket Against Alzheimer's Disease
Oct. 24, 2025

https://seekingalpha.com/article/4832970-novo-nordisks-lottery-ticket-against-alzheimers-disease