From falconner66a on IHUB ...... May we stay above
Post# of 1460
Fletch
falconer66a Thursday, 01/09/20 10:52:57 AM
Re: SquealingSquid post# 229407 0
Post # of 229477
It’s Not Picking Cherries; It’s Unique Biochemistry
Quote:
Lots of people thinking this drug is special, but it's easy to make it look that way in non controlled trials and with cherry picked results
Well, a few us know that Anavex 2-73 (blarcamesine) is “special.” Not from the consideration of yet-incomplete human clinical trials information; rather, from the unique, propitious configuration and activity of the molecule when attached to, and when thereby activating the sigma-1 receptor protein, yielding multiple restorative or supportive neuron health functions.
For those wishing to arbitrarily presume that the therapeutic functionality of blarcamesine rests solely upon favorably selected (“cherry picked”) human clinical data, an understanding of the biochemical mechanisms of action of the molecule plays no part in evaluating Anavex Life Sciences Corp. Understood. The innate biochemistry is too complex for most retail equity investors to comprehend or apply. Too bad.
In 2020, with the publication of final clinical results for any one of the three on-going human studies, the matter will be moot. Equities are purchased, held, and sold because of their monetary value. Dollars, solely. Until final, top-line clinical results appear, ones upon which a drug sales regulatory agency (such as the US Food and Drug Administration, or the Australian Therapeutic Goods Administration) will be compelled to authorize commercial use of blarcamesine, those without a good understanding of cellular chemistry and the unique chemistry of the blarcamesine molecule must rely upon their however incomplete understanding of both murine and preliminary human treatment data. Here, the Anavex naysayers make this contention. Existing clinical data no good.
As illustrated each day here, without the final clinical data, the guiding tendency in the conduct of determining diligence is to presume that blarcamesine must, necessarily, be equivalent to any and all of the many other drugs that have so unsuccessfully failed in human trials against various central nervous system diseases. Billions upon billions of dollars by “real” pharmaceuticals have been expended, to no avail. Therefore, little ole Anavex Life Sciences Corp, with their curious little molecule, will meet with the same fate. What could the Anavex people know?
Which is the real question — to be answered with final clinical results; probably first this year with the Rett study. Wanna bet against those data? Clearly, don’t take any sort of AVL position. There are equities of a dozen or so other biotechs available for purchase.
For those of who know and understand blarcamesine biochemistry and its unique mechanisms of action, in conducting our own determining diligence we first considered the therapeutic effects of the drug on murines with Rett syndrome pathologies. Wonderful. As expected, their neuromuscular dysfunctions were rather completely and safely resolved. Then, in the first very small, short, initial trial in humans in advanced stages of the disease (in late teens or older), favorable outcome data were detected. Now, we are awaiting final data, where dosages and dose durations will have been optimized. Better, will be the treatment of young girls with the disease, before symptoms, nerve dysfunctions, have progressively hardened.
If blarcamesine biochemistry is not understood and existing clinical data are presumed either inadequate or unsupportive, AVXL is not (presently) a place for one’s dollars. But for those who have a deeper, panoptic understanding of all matters biochemical regarding blarcamesine, a moderate holding of the equity may be rewarding. With solely discretionary investment dollars, I’ve taken and hold my AVXL position. Not one bit of information that has emerged in the last several years that has caused me to question that investment. Just the opposite.
https://investorshub.advfn.com/boards/read_ms...=153206422