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Biotech / Medical : Anavex Life Sciences

AVXL 7.740

-2.9%

9:30 AM EST

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Craig Lacy

Kentucky

From: ImGettingBetter	8/9/2022 7:21:02 PM
	2 Recommendations of 120

MayoMobile's Updated Sotcanalytics based on Today's AVXL Conference Call sotcanalytics.com --------------------- More information is provided at the link above from Mayo, but below is his overall Assessment of the Call. Assessment: I am simply blown away by today's conference call. I was not aware to the fact that high enough dosing largely negated the difference between S1R WT and mutation variants. Additionally, it is exciting that the company is preparing for a diagnostic test to be accompanied with Blarcamesine approval if required in order to identify best patients (S1R WT). It is possible that data is so good that this diagnostic will not be needed however, which will likely open the company up to additional revenues. Hearing that the company is in deep discussions for partnerships in the U.S., Europe, and Asia (including China) is very exciting, and Dr. Missling made mention that the Rett rollout is expected to be worldwide (albeit with potential for a tiered rollout). Dr. Missling also emphasized IP protection and the companies diligence in filing for IP in China as part of all of their IP submissions. Overall, I largely expect AD 2b/3 data to be outstanding. Dr. Missling's clear nod to caregiver and Quality of Life economic burden appears to indicate potential for inside knowledge (likely anecdotal) regarding the large trial's Quality of Life scores. If the cognitive data can match there is no doubt the AD trial will be pivotal. Regarding data release, it would be of no surprise for the company to release this data in conjunction with CTAD later this year as expectation for topline data aligns with late-CTAD abstracts in Sept. This conference call was the most direct regarding Anavex's discussions for regional or worldwide partnerships and it is reassuring to know that the company is in discussions for the purposes of Alzheimer's and Parkinson's commercialization efforts.

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