Replies to post #505212 on Anavex Life Sciences Corp (AVXL)

[MrBobbob]

I scanned the article twice and didn’t see any reference to the impressive reduction in brain atrophy.

I wonder why he didn’t mention that?

Also, I wonder why are all these hit pieces are coming out so close to the next CHMP meeting. I doubt it’s the last one before then.

Their panic is palpable.

[williamssc]

Ha, Shorts in panic mode. Stories coming out of the woodwork. tic toc

[pcguy]

This is interesting as it implies several parties were privy to securities fraud, yet there appears to be no SEC action or follow up. While the judge may not have a duty to report, I would imagine others involved in the case would. Whoever knew this information, if true, stands to benefit.

[georgejjl]

BMF is clearly a shorter with interest in attempting to drive the price of AVXL stock down by attempting to instill FEAR, UNCERTAINTY and DOUBT into the hearts and minds of honest investors!!!

GOD bless,

[BIOChecker4]

Wow! Too bad most retail “investors” here will dismiss the report out of hand without even reading it. I’d like to say I’ll feel sorry for all the WGTers whose faith in TGD (and their own judgement) will be shattered. But they made their bed and will have to sleep in it. I just hope no one here has bet their retirement or their children’s or grandchildren’s futures on this obvious story stock.

[kund]

Wow! I received 9 medals today...

I liked this paragraph the most :

The Sigma-1 receptor angle isn’t new. It’s been kicked around academic literature for decades, with sporadic claims of neuroprotective potential — mostly in petri dishes. No drug built on this mechanism has ever reached commercial success.
Anavex capitalized on that scientific gray zone. The company repurposed a compound first synthesized in the 1990s, layered it with pseudoscientific jargon about “precision medicine” and “biomarker-guided therapy,” and convinced retail investors that it was the next Aricept.
What they really built was a narrative engine, not a drug program.

[ExtremelyBullishZig]

Thank you for posting this. It actually sums up Anavex and its portfolio to a "T".

[Good Ole Bill]

I may have missed it because I didn't read the article in detail.
But, I don't think they mentioned that Anavex started out as a printing company.
Very poorly researched.

[Investor2014]

The article focuses on the Rett programme, which was indeed a mess, but gets all below factually wrong lacking knowledge and focusing only on twisting the narrative.

Be investors also regarding this crap. If I was short, which I am not, I could have written something accurate that would be far more scary than this crap.

And while I am at it, Biochecker's 'knowledge' comes from acquaintances of his who have actual friends that mix with the upper echelons of biotech investors or some similar statement I recall him posting years ago - not impressed with those posts either - they are just not scary enough if that was the intent.

EMA Rejection Imminent
Based on:

Anavex’s failure to use a pre-specified, validated endpoint

Lack of replicated efficacy across trials

Statistical red flags and post-hoc manipulations

…we believe the European Medicines Agency (EMA) will reject blarcamesine’s marketing application for Rett syndrome.

This would be catastrophic. Anavex has no commercial assets, no backup revenue stream, and is burning cash with no sales team or partner in place. A failed EMA verdict triggers an immediate repricing of the equity to reality.

We believe that moment is weeks away.

Alzheimer’s Trial — More of the Same
This isn’t an isolated Rett issue. Anavex’s Phase 2 Alzheimer’s trial followed the same script:

Switched from ADAS-Cog to MMSE post-hoc.

Relied on “SIGMAR1 genetic subgroup” cherry-picking to justify weak primary outcomes.

Avoided meaningful cognitive functional endpoints like CDR-SB or ADCS-ADL.