Replies to post #517953 on Anavex Life Sciences Corp (AVXL)

[Hosai]

Lol Doc, Blarcamesine 2b/3 data beats Donanemab phase 2 data in almost every way yet Eli Lily still attempted to apply for accelerated approval on the back of their phase 2 data.
But sure, Anavex will decide not to continue with Blarcamesine in AD...

https://www.nejm.org/doi/full/10.1056/NEJMoa2100708

https://investor.lilly.com/news-releases/news-release-details/us-food-and-drug-administration-issues-complete-response-0

Also you're right Wolfgang Liedtke and Kun Jin have seen all the data, not sure these posts are indicating a lack of belief:

https://www.linkedin.com/posts/wolfgangliedtke_alzheimer-europe-responds-to-the-european-activity-7442176505553502208-eEXj?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAk2y8EBSCkG-CZG-fmrfHJbdOROejFU-zA

https://www.linkedin.com/posts/activity-7285305825332453376-Cw7j?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAk2y8EBSCkG-CZG-fmrfHJbdOROejFU-zA

[Gravedigger1]

This quote from your post: We have seen only the clinical data that Missling wanted us to see and as I've posted in multiple times, it is lacking for any further action by the EMA or FDA. 
She, Dr. Jun and Dr. Liedkte have seen all the data, warts and all. A273 may just not be that effective for AD. When they take a step back to look at the data from a regulatory viewpoint is there enough to spend 80 million to do a proper P3 (800+ patients, 72 weeks, screen out S1R Q2P variants, place Col24A in the hierarchy). Or is the data so weak when looked at objectively that the A273 program should just be shuttered? Is a pivot to A371 for schizo a better move? Doing both will require a capital raise sooner.

Quote from Interim CEO Kellmeyer today’s PR:

[Doc328]

With all the upheaval I am not sure how accurate these are --- but they were just changed yesterday or today...

Is A273 done for AD and Rett?? Is A371 done for schizo??

For comparison I copied the February A273 pipeline

On the positive side - looks like the undisclosed rare disease indication is still planned

Current pipeline link: https://anavex.com/therapeutic-candidates/#blarcamesine






old pipeline from February

[tootalljones]

after ten years with the lead compound, and the share price now at 75 cents pre reverse split............and a hundred other biotechs up 300 to 3,000% in that same decade time span, I am inclined to conclude as an investor, that the substance is simply not very effective. Not with bang but a whimper. Is there any firm reason that the market in the past ten years is Missling, I mean missing? I see from Yahoo finance that the company has around 120 million with a near 300 million dollar market cap, -- certainly not dirt cheap. How can you opine that with the elimination of two flunkie board members, and the start of a P3 trial, that the stock is investible? Other than for a pop on the news announcement of a P3, which is really just a formality. Where is the evidence that the market is wrong in assessing this drip drip down down to chinatown stock? TIA, much value your thoughts.

PS: Dismissing Misssling is a major miss-dissing to shareholders, and delay in the reporting is ominous and suggests lawsuits will be coming, so why is this not like putting in a couple trinkets in a slot machine and giving the handle a whirl and a trwil and seeing what comes up? As an investor this seems like a crapshoot an gamble to me. At 25% of its current market cap, where you are getting some cash for your time, it might be worth a gamble with the old soc security remnants, but what is there that a serious investor can see as value?