Anavex HISTORISKE OG BANEBRYDENDE RESULTATER I ALZHEIMER!!!
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Anavex Endnu en positiv artikel fra Motley Fool!
Why Anavex Life Sciences Stock Bolted Higher in January | The Motley Fool
The biotech's shares have been steadily leaking higher following positive late-stage Alzheimer's disease trial results.
The Motley Fool (www.fool.com)
Selv Motley Fool undre sig over manglende anerkendelse og prissætning!
"Is Anavex stock worth buying right now? It all depends on your take on blarcamesine's prospects. If this oral Alzheimer's treatment does make it to market, Anavex's shares might be one of the biggest bargains in biotech in a very long time"
Why Anavex Life Sciences Stock Bolted Higher in January
By George Budwell - Feb 8, 2023 at 10:16AM
KEY POINTS
Anavex's stock has been charging higher in recent weeks following a positive late-stage readout in Alzheimer's disease.
Even so, the biotech's share price doesn't reflect the multi-billion dollar commercial potential of this underserved indication.
10 stocks we like better than Anavex Life Sciences
NASDAQ: AVXL
Anavex Life Sciences
Market Cap
$916M
Today's Change
(-1.28%) -$0.15
Current Price
$11.60
Price as of February 8, 2023, 12:04 p.m. ET
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The biotech's shares have been steadily leaking higher following positive late-stage Alzheimer's disease trial results.
What happened
Shares of the clinical-stage biopharma Anavex Life Sciences (AVXL -1.28%) rose by a stately 17.4% over the course of January, according to data provided by S&P Global Market Intelligence. The biopharma's shares have been charging higher of late thanks to positive late-stage results for its Alzheimer's disease candidate, Anavex 2-73 (blarcamesine).On Dec. 1, 2022, Anavex announced that blarcamesine hit both its co-primary and a key secondary endpoint in a placebo-controlled 509 patient phase 2b/3 study. The company said it intends to discuss these results with regulators in the U.S. and elsewhere soon.
So what
The big deal is that blarcamesine is an orally administered drug, which may confer certain competitive advantages over Eisai and Biogen's twice-monthly intravenous Alzheimer's therapy Leqembi. That said, Anavex's double-digit upturn on this positive clinical update was still rather subdued relative to the enormous commercial opportunity inherent in this underserved indication.The long and short of it is that Wall Street clearly has doubts about blarcamesine's clinical profile. An Alzheimer's disease drug with a fairly clean safety profile and a disease-modifying capability, after all, could easily generate over $5 billion a year in annual sales. However, Anavex's market cap following this clinical update currently sits at a meager $916 million. This massive valuation gap speaks volumes about the doubt surrounding this experimental Alzheimer's drug.
Now what
Is Anavex stock worth buying right now? It all depends on your take on blarcamesine's prospects. If this oral Alzheimer's treatment does make it to market, Anavex's shares might be one of the biggest bargains in biotech in a very long time.Speaking to this point, H.C. Wainwright & Co. reiterated its $50 price target on the stock in the wake of these positive late-stage results. That price target implies an upside potential of 325% from current levels.
Perhaps most curiously, though, Wall Street doesn't appear to be assigning much, if any, value to Anavex's other clinical activities. The biotech has ongoing clinical trials in multiple high-value indications such as Rett syndrome and Parkinson's disease.
Based on the wide spectrum of price targets on this stock at the moment, it doesn't appear that many analysts have factored these additional indications into their valuation models. That fact is a testament to Wall Street's considerable doubt about Anavex's platform.
And short-sellers have clearly taken this doubt to heart. At last count, Anavex was one of the most heavily shorted biotech stocks in the market.
All that being said, this biotech stock does have a handful of uber-bullish supporters on Wall Street. Time will tell who is right about this battleground stock.
8-K meddelelse den 7. februar 2023
Siden 1. maj 2020 har Anavex haft en på generalforsamling godtkendt aftale med Cantor om at kunne sælge aktier efter behov på et samlet beløb på 150 mill. $.
Indtil nu har Anavex solgt for ca. 87 mill. $ på denne ordning.
Ordningen er nu blevet overdraget til Lincoln for de resterende ca. 63 mill. $ med en provision på 3 %.
Deres årlig cashburn har ligget på ca. 23-25 mill. $, så resten af de 87 mill. $ er gået til at polstre deres pengetank til nuværende 143 mill. $
Det er vigtig, at Anavex hurtig kan frigøre ekstra kapital til evt. nye forsøg eller for at kunne opbygge eksempelvis en salgsorganisation.
Anavex sender også et signal til evt. kommende partner, at de ikke er i pengenød og selv kan financierer udviklingen af casen om nødvendig.
Anavex kan også frit sælge aktier på evt. gunstige tidspunkter - f.eks da de solgte 2 mill. aktier ved kurshoppet til 30 $ for et par år siden.Alt i alt en relativ billig og fleksibel finansiering, som Anavex hidtil har udnyttet meget klogt!
De er ikke i lommen på nogen!Flash Alert
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Fra IHUB:
"finally, it is based on the previous agreement with Cantor, at 3% commission, so it is safe, and its max 150 m$, not so bad:
The Sales Agents will be entitled to compensation at a commission rate equal to 3.0% of the aggregate gross proceeds from the sale of our common stock
We previously sold 7,395,005 shares of common stock under the Sales Agreement for $86,607,450 in gross proceeds.
So this one runs since May 1, 2020, and only half of it is still available... They only switched it from Cantor to Lincoln. I am suprised Lincoln accepts only 3% commission, but, up to now, its the deal." -
Denne Short-squeeze-kandidat kunne faktisk slå ud i det lange løb.
For det andet, og måske vigtigst af alt, mener Wall Street-analytikere - i hvert fald dem med et bullish syn på virksomheden - at Anavex-aktien er massivt undervurderet lige nu.
Læs selv på Yahoo Finance...
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Anavex Ja - Motley Fool er godt nok kommet på banen til fordel for Anavex i den senere tid!
This Short-Squeeze Candidate Could Actually Pan Out in the Long Run | The Motley Fool
Short-sellers have piled into this clinical-stage biopharma stock.
The Motley Fool (www.fool.com)
Også på Seeking Alpha ser man gode muligheder for en godkendelse!
Will ANAVEX 2-73 be approved?
Well, Leqembi received accelerated approval centered on its amyloid-clearing ability, despite some significant safety after 3 deaths have been reported that may be associated with the drug. Meanwhile, ANAVEX 2-73 throttled cognitive decline by 45% with an ADAS-Cog score of 28.75, vs Leqembi's score of 24.45. In addition, ANAVEX 2-73 had superior efficacy at 48 weeks in patients who were in more advanced stages of the disease. Indeed, we don't know for certain if ANAVEX 2-73 will be approved, but the current data suggests it is very likely. -
Det kunne da være fantastisk. Det er enhver investors våde drøm at befinde sig på den rigtige side af en short squeeze. Det er bare ikke så tit det sker....
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Det lidt som et hamsterhjul, det køre rundt og rundt, men man kommer ikke nogen vegne....
Nu vi gået i gang med 2023, hvor vi igen afventer resultater/data præcis som vi gjorde i 2022....
Håber ikke jeg skriver det samme i 2024
................Groundhog Day Med Bill Murray.................
Fed film i øvrigtVi ramte så ikke helt 12$ var ellers så tæt på målet (11,93$) at mit lille swing fra 8$ kunne indløses........
Nå op på hesten igen, pludselig så rammer vi pletskud
Om ikke andet, så kommer der en squeeze på et tidspunkt.Mvh
Jeg helt sikkert med
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Mother of all squeezes:
Hedge funds lose $30 billion on VW infinity squeeze - MOX Reports
Related article. How Martin Shkreli caused a 10,000% squeeze on KBIO Volkswagen Infinity Squeeze. The October 2008 short squeeze on shares of
MOX Reports (moxreports.com)
En vild historie og meget dyrt for nogle.
Fatter heller ikke, at man tør ligge short i en aktie som AVXL, hvor shortandelen er over 20%.
Ledelsen siger igen og igen, at fase 2b/3 nåede endpints.
Derfor er der en betydelig risiko for at partner bliver meddelt eller et take over kommer. FDA eller anden myndighed kan komme med positive tilkendegivelser etc.
Vi ser tillige indberetninger, der viser, at de store aktionærer øger - senest State Street med 2 mio flere aktier end for et år siden (+50%) og nu 7-8% af alle aktier.
For mig at se arbejder short folkene forgæves. De banker typisk kursen ned i begyndelsen af dagen for at købe ind senere.
Med de rette nyheder får vi en squeeze
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Det sikkert at der kommer en squeeze, det er kun hvornår, og meget gerne på data alene..
State Street, VG, black Rock...
Er ikke børsmarkedets svar på renlighed og englebasser
De forvalter enorme summer, og tænker mere i profit end menneskeheden, mere i fosille brændstoffer end grønne alternativer, at de er stor aktionær i anavex er ikke nødvendigvis et plus.Men håber da jeg tager fejl, og deres hensigt er reelle.
Mvh
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Nu var min oplysning omkring de større investorer blot at de ikke flygter, men snarere mindsker det frie flow af aktier. Det gør det sværere at få lukket shortpositionen.
Husk at der i vedtægterne er en poison pill, som sikrer imod fjendtlig overtagelse. Så hvor meget skade kan de bringe. Vi er vel smadret kursmæssigt lige nu.
Den omtalte poison pill skulle helst ikke bringes i anvendelse. Derfor tror jeg også at Missling ikke siger for meget lige nu.
En partneraftale vil være optimalt at se meget snart.
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Motley Fool ser også en mulig squeeze
This Short-Squeeze Candidate Could Actually Pan Out in the Long Run | The Motley Fool
Short-sellers have piled into this clinical-stage biopharma stock.
The Motley Fool (www.fool.com)
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ok Sherlock og hvis man ikke er i markedet, så oplever man aldrig et short squeeze
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Anavex Håb for Alzheimer patienter - meget positiv omtale!
Anavex Life Sciences Offers Hope for People Living With Alzheimer's
Anavex Life Sciences Corporation recently announced promising results for its new drug, ANAVEX
2-73 (Blarcamesine). This oral medication for mild cognitive impairment (MCI) due to Alzheimer's disease is a readily absorbed small molecule that acts as a sigma-1 receptor (SIGMAR1) activator, believed to stabilize neurons and restore the plasticity of the brain. Researchers believe that activating the SIGMAR1 receptor activates a process called autophagy, in which cells break down and recycle defective proteins.Blarcamesine achieved significant, visible improvements in patients in the beginning stages of Alzheimer's disease. The medication had its greatest effect in patients with the mildest cognitive impairment, measured by the 30-question MMSE. Volunteers who received the drug for 48 weeks showed increased capability for performing tasks of daily living, as well as improved memory and decision-making ability. Better yet, there were very few side effects reported.
The future is beginning to look more bright for people suffering from Alzheimers. Although further research is underway, it's possible that in the near future, treatments such as ANAVEX2-73 may allow people living with Alzheimer's to live independently for even longer.
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Jesse har talt med Dr Grimmer; https://www.youtube.com/watch?v=B1Cf2Ny5M3w
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.. Altså i min verden, så sidder der en forsker som har været i det her game i årtier og siger, "det her er godt nok til en godkendelse. hvis et tillægsproktol med et yderligere fase tre forsøg, viser det samme eller bedre end allerede offentliggjorte data 2b/3 AD! ca. 26 minutter inde i videoen. (EMA)
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