kspar1
5 hours ago
OK, went back to listen to it again and, regarding the EMA submission, they add... "and it was accepted for review late last year."
So, that would mean late December, right? Given that the parallel 3-71/schizophrenia trial was public knowledge at the time, that, to me, just reinforces the likelihood that they decided to keep the focus of their video about ALZ. I think that's a smart move when the goal is to introduce what can be an overwhelming wave of potential AVXL product candidates.
kspar1
5 hours ago
re: stockexplorer's Anavex overview, hope everybody is forwarding the link.
A very upbeat, encouraging and clear perspective on the MOAs of Blarcamesine and 3-71.
Definitely perfect for first-pass education of the masses (of potential investors).
It shows "22 hours" was how long ago video was installed in Youtube. Anybody know when the video was actually created? The absence of any reference to Schizophrenia was odd, but perhaps they decided to focus solely on Alzheimers and avoid confusing their audience with the myriad proposed targets for both drugs.
In 1995, I ran a company in Santa Cruz, CA that developed a new server for building high-end Web apps, a big deal then. Until they came up with better strategies, our sales people hated selling it because talking to perspective clients, the last thing they wanted to say was "anything!" A lesson I carried with me the rest of my now-completed career.
Citrati
11 hours ago
The simple answer is that despite the market volatility and the sector drop of XBI, AVXL is holding up well and is in building mode in anticipation of some good news.
That said, in order to take full advantage of that good news price getting above that top long blue horizontal line and making it support is where we want the base for the spring upward if/when that news comes. If it is huge good news then it doesn't matter nearly as much for the initial surge, but may come into play as a level for price to retest if the buying surge is short lived.
If price today and tomorrow close above and cause the 4,8and 13 ema's to stack fastest to slowest (4 on top and leading the group upward) and increase separation, that raises the odds for price to attack the top horizontal blue line and make the entire zone from bottom line to top support. It also establishes the green 100period moving average as support.
If/when price can make the brown 50period moving average support then price would be set up to make maximum usage of major news.
Also the sharper the upward angle of ema's and ma's the more support they give to price retrace and forming support levels.
If you look at the the bands, price is in the upper half of the bands and nearing the upper band so it can potentially push price upward. What is forming is increasing the odds that a breakout upward is likely to occur. The upper blue horizontal is at 9.25. Right now that upper bb is at 9.73. If/when price reaches there, if there is enough buying strength that band will turn up and price can eventually attack and turn up the purple kchannel band and that is when all the big numbers that get thrown out can finally come into focus again. There is still some resistance from 10.60-11.40 as denoted by that next longest VbP bar zone and then above that one needs to look back longer than 6 months to find resistance price lines and zones.
That is a lot, but not all that goes into the picture if one adds the use of indicators and overbought/oversold price movement. It is however sufficient to get a decent picture of the future. If price were in a down trend the same information is used in an opposite set up of the lines, moving averages and bands.
Hope that was informative and not just brain overload. Green Trades.
Obviously, this did not cover trading around a core buying and selling. If an investor is simply a hold or fold type then none of that really matters because they only look at fundamentals instead of combining it with technical analysis.
RedShoulder
1 day ago
"Y Intercept Hong Kong Ltd Makes New $243,000 Investment in Anavex Life Sciences Corp. (NASDAQ:AVXL)"
Posted by Defense World Staff on Mar 5th, 2025
A number of other large investors also recently modified their holdings of AVXL. Geode Capital Management LLC raised its stake in Anavex Life Sciences by 2.8% during the third quarter. Geode Capital Management LLC now owns 1,883,199 shares of the biotechnology company’s stock worth $10,699,000 after acquiring an additional 51,946 shares during the period. Nwam LLC bought a new position in shares of Anavex Life Sciences during the third quarter valued at approximately $5,172,000. Charles Schwab Investment Management Inc. raised its position in shares of Anavex Life Sciences by 2.3% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 665,976 shares of the biotechnology company’s stock worth $3,783,000 after purchasing an additional 14,892 shares during the period. Barclays PLC lifted its holdings in shares of Anavex Life Sciences by 70.4% in the 3rd quarter. Barclays PLC now owns 155,179 shares of the biotechnology company’s stock worth $882,000 after purchasing an additional 64,101 shares during the last quarter. Finally, Rhumbline Advisers boosted its position in Anavex Life Sciences by 2.9% during the 4th quarter. Rhumbline Advisers now owns 123,699 shares of the biotechnology company’s stock valued at $1,329,000 after purchasing an additional 3,498 shares during the period.
https://www.defenseworld.net/2025/03/05/y-intercept-hong-kong-ltd-makes-new-243000-investment-in-anavex-life-sciences-corp-nasdaqavxl.html
Thanks to bjc60 on ST.
boi568
1 day ago
I think your list of "why not" is probably better stated as, "because there has been only one small trial for a huge indication there is not enough safety data, and, besides, there is also not enough long term data."
The central counterargument is that all of this was known at the time the EMA gave Anavex the green light to submit an MAA -- and to apply without conditions. We get some indirect support for sufficient trial size by our AD 2b/3 from an FDA drug rejection to a competitor on the basis that there were fewer than only 100 treated patients, implying a dosed arm can be sufficient at a much smaller size than the Anavex trial. And I suspect that the nature of our MOA -- a restoration of immune function -- is not, unlike the MAB's inflammatory strategy, raising health issues. We have not seen a safety concern arise in the recent S1R literature.
And while we rather recently learned the top line of the OLE, showing a long-term effect, that information may have been known in the pre submission period. (In fact, it's even better if it hadn't been known at the time of the CHMP go-ahead.) MAB competitors have not provided nearly as long an efficacy period, and I don't recall a regulatory agency criticizing a submission on that basis.
Finally, we know that the regulatory agencies are motivated to address the unmet health needs presented by the lack of an effective AD medication.
Bourbon_on_my_cornflakes
1 day ago
DISAGREE: The 18-24 mo standstill simply allows for value to build during initial launch and for excitement to build for buyout. FWIW, I want Anavex purchased for a premium by a company that can maximize the potential of its pipeline.
Dont want to sell in 2 years, that is a $20B deal max.
Partner can help us just as well without buying us, especially since $1 billion cash upfront will fund numerous trials without dilution for years.
Let business grow, get big and profitable. Partner does well, we do well. 273 and 371 get approved for numerous indications. Share price rises to $1249. Then a buyout at $1,500-$2,000 a share. That is why you need a 10 years standstill agreement.