Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
Forum Anavex Life Sciences Corp geopend
Volgen
BigMoepf schreef op 17 juni 2021 08:51 :
Volatiele dagen voor Anavex (en Cassava). Ik mik persoonlijk voor beiden op een market cap van 5 miljard om (tijdelijk) uit te stappen. Volgens mij liggen die waardes 'om de hoek'. Lees: voor Anavex bij succesvolle p2 readouts en bij Sava bij de nieuwe ruimere datasets in juli.
GLTA!
Ik ben het ongeveer eens met je. Ik hou mij AVXL voorlopig vast, zeker zolang de marketcap van Anavex lager is dan die van Cassava. Zou andersom moeten zijn. Mijn positie in Cassava heb ik daarom 20% afgeroomd. Ik verwacht dat beleggers, geholpen door analisten, toch langzaamaan hun posities Cassava wat gaan afbouwen ten gunste van Anavex.
Het was weer een mooie week voor anavex. Benieuwd naar de komende pb's.
@Lingus, zit jij ook in Synaptogenix? Kan natuurlijk teruglezen maar je schrijft behoorlijk veel :-)
holenbeer schreef op 21 juni 2021 07:19 :
@Lingus, zit jij ook in Synaptogenix? Kan natuurlijk teruglezen maar je schrijft behoorlijk veel :-)
Stukje op SA gelezen over Synaptogenix?
interessant stukje over anavex, alzheimersnewstoday.com/2021/06/18/me... Er lijkt steeds meer aandacht te komen.
interessant artikel over de prijsstelling van BIOGEN omtrent het nieuwe alzheimer medicijn, en dan de impact op de betaalbaarheid van de gezondheidszorg , www.nbcnews.com/politics/politics-new...
Deze week zouden we serieus kunnen stijgen (of dalen). Fingers crossed
Zonet gunstige resultaten verschenen over het onderzoek dat ze voeren in het kader van het Rett syndroom. De resultaten worden goed onthaald.www.anavex.com/anavex-life-sciences-a...
Als ik het goed begrijp probeert Synaptogenix hetzelfde met Bryostatin-1 waar Neurotrope in 2017 nog faalde. Zie ook: www.fiercebiotech.com/biotech/neurotr... Veel clinical trials te vinden met het moeilijk te synthetiseren Bryostatin-1 maar alles fase 1 of 2. Veel geluk als je aandelen SNPX hebt, maar ik stap hier niet in.
Anavex Life Sciences Announces ANAVEX®2-73 (Blarcamesine) Biomarker Correlated with Efficacy Endpoints in Placebo-Controlled U.S. Phase 2 Clinical Trial for the Treatment of Adult Patients with Rett Syndrome ANAVEX®2-73 treatment resulted in significant increase in the expression of the SIGMAR1 mRNA biomarker that significantly correlated with improvements in the two primary clinical efficacy endpoints RSBQ (p = 0.035) and CGI-I (p = 0.029) Data strengthens milestone to advance regulatory approval pathway for adult patients with Rett syndrome and continued development in other autism spectrum disorders
Wederom mooi. Het wordt hier tijd voor een beduidend hogere market cap in mijn ogen. Ik ken Rett Syndrome niet goed genoeg, maar zou een significante verbetering hier ook voor een BTD kunnen zorgen? Of is die markt al deftig bedeeld of zijn die resultaten niet goed genoeg om van een breakthrough te spreken?
BigMoepf schreef op 21 juni 2021 14:54 :
Wederom mooi. Het wordt hier tijd voor een beduidend hogere market cap in mijn ogen.
Ik ken Rett Syndrome niet goed genoeg, maar zou een significante verbetering hier ook voor een BTD kunnen zorgen? Of is die markt al deftig bedeeld of zijn die resultaten niet goed genoeg om van een breakthrough te spreken?
Als het voor RETT werkt is de kans groter IMHO dat het ook voor.andere CNS ziektes positief werkt
Wederom een mooie PR (en koersreactie) van Anavex:www.anavex.com/anavex-life-sciences-a... Wat is jullie PT? Ik speel voornamelijk met (call) opties om mijn aantal aandelen niet te verminderen tot 2023 (phase 3 AZ) maar toch te cashen op deze stock trend.
Wallander schreef op 21 juni 2021 09:14 :
[...]
Stukje op SA gelezen over Synaptogenix?
Nee, nog niet. Heb al wel een tijdje een kleine positie, beetje spreiden in de AD-hoek. Zal eens lezen.
Lingus schreef op 21 juni 2021 13:21 :
Als ik het goed begrijp probeert Synaptogenix hetzelfde met Bryostatin-1 waar Neurotrope in 2017 nog faalde. Zie ook:
www.fiercebiotech.com/biotech/neurotr... Veel clinical trials te vinden met het moeilijk te synthetiseren Bryostatin-1 maar alles fase 1 of 2. Veel geluk als je aandelen SNPX hebt, maar ik stap hier niet in.
Dank! Heb er een paar, leuk winstje. Als ze een sympathiestijging met AVXL of SAVA doen, gooi ik ze er wellicht uit. Edit: net dat SA artikel gelezen, er zijn na 2017 nog wel wat voortschrijdende inzichten. Ik hou ze nog even voor een gokje, met 50 mio market cap is er niet veel downside.
Mooie analyse van Rett resultaten: Graphs posted onderaan press release:www.anavex.com/anavex-life-sciences-a... Anavex 2-73-RS-001 Adult Low Dose Rett Trial (U.S.) To precede commentary on Anavex 2-73-RS-001 data, I want to bring investor attention to a particular portion of the 21 June 2021 Rett press release. “This study demonstrates for the first-time that a biomarker correlates with clinical efficacy in Rett Syndrome”. This claim underscores the importance of Anavex and their precision medicine approach and is crucial in evaluating the data provided to investors today. Most of the data provided was specific to the Sigma-1 receptor (S1R) wild type (WT) gene and how those patients responded to treatment vs. placebo. Uninformed investors will claim that Anavex cherry-picks their data, that the company is not being fully transparent, or complain that Blarcamesine does not work equally for all patients. In reality, Anavex is using a pre-specified biomarker (found in over 80% of the population) to prove that patients with that biomarker respond to treatment. The only data that will matter to the FDA for ultimate approval is data involving S1R WT patients. The fact that non-WT patients still respond (just less) is a bonus. Bottomline: the company is not trying to prove that everyone responds equally, nor do they need everyone to respond equally. Slide Deck Phase 2: Improvement in All Key Domains This is the only slide to show the entire patient population (25 patients in phase 2, 15 dosed, 10 placebo). We see that all key endpoints were met with statistical significance by week 7, which includes RSBQ, CGI-I, and ADAMS. RSBQ is a 45-point assessment which includes general mood, motor impairment facets, and sleep, amongst other behaviors. CGI-I is a review of the patient by a clinician in which the clinician assesses whether they think their patient has improved relative to a baseline state (a state prior to drug trial). And finally, ADAMS measures anxiety, mood, and depression, amongst other facets. Interestingly, CGI-I is only seen in this slide, with data suggesting clinicians overwhelmingly believed dosed patients holistically improved. Anavex may have excluded a deeper look of this data on account of it being the least objective of the three measures listed. ADAMS Total Score This chart shows clinically meaningful and statistically significant improvement (p=0.005) at week 7 for the ADAMS assessment. Week 7 saw a 12.9-point improvement between dosed (-10.10 point) and placebo (2.75 point), with negative scores representing improvement and positive representing worsening. As a note, the term ‘clinically meaningful’ is the absolute gold standard for drug approval. A clinically meaningful drug meets a certain established threshold which indicates the drug will have a genuine positive effect on daily life. ADAMS Subscale Score This chart shows balanced improvements across all subscales. The subscales include Manic/Hyperactive Behavior, Depressed Mood, Social Avoidance, General Anxiety, and Obsessive-Compulsive Behavior. The Cohen’s d effect size is 1.31, which implies a massive effect. A massive effect such as this means that most dosed patients saw improvements on the highest end of measurement, above the mean. While all the ADAMS data was impressive, three of the measures were particularly interesting. Obsessive compulsive disorders had a whopping 64% difference between dosed and placebo, which was the highest difference of any ADAMS measure. Secondly was general anxiety, with a 46% measure. Differentiation between dosed and placebo score for general anxiety leads me to believe this is a ‘true score’, a benefit that is likely indisputably due to the drug. Lastly, depression had a 40% difference between dosed patients and placebo. Once again, there was a substantial differentiation between placebo and dosed, which I would consider to be a true score. Social avoidance and manic/hyperactivity had dosed/placebo differences of 30% and 28% respectively. The ADAMS data seems to confirm the Anavex 2a AD trial data which saw markedly lower depression and better mood in those patients. Rett Syndrome Behavior Questionnaire (RSBQ) Total Score This chart shows clinically meaningful and statistically significant improvement at week 4 (p=0.006) and week 7 (p=0.009) for RSBQ. Week 7 saw a 14.5-point improvement between dosed (-8.92 point) and placebo (5.56 point), with negative scores representing improvement and positive representing worsening. It is interesting that RSBQ was able to garner statistical significance at week 4 as well as week 7, opposed to ADAMS which saw statistically significant at week 7 only. This does seem logical to some degree based on emotional and mental response to natural healing. If one’s body begins to heal it may take some time after until their emotional disposition responds to their repair. This is only conjecture and there could be several logical reasons for ADAMS taking additional time to reach statistical significance. In any case, 7 weeks is not a long trial, and it would be interesting to see the OLE data at some point. RSBQ Subscale Scores This chart shows balanced improvements across all subscales by end of week 7. The subscales include General Mood, Breathing Problems, Hand Behaviors, Repetitive Face Movements, Body Rocking and Expressionless Face, Night-time Behavior, Fear/Anxiety, and Walking/Standing. Once again there are some subscales that proved to be exceptionally interesting. First being the night-time behaviors subscale, which saw a massive 61% difference between dosed and placebo patients. Differentiation between dosed and placebo score heavily indicate this being a true score. Nighttime behaviors were also noted to be dramatically improved in the Anavex 2a AD trial. The next subscale of interest is general mood with a large 43% general mood, followed by body rocking and expressionless face at 41%, repetitive face movements at 38%, and breathing problems at 32%. Breathing problems are one of the more significant problems when it comes to Rett safety concerns, so it is very promising to see such an effect in that category. To finish the subscales, fear/anxiety saw a 24% difference, walking and standing at 12%, and hand behaviors at 11%. I believe walking and standing as well as hand behaviors saw smaller effects due to the age of participants. These patients have gone many, many years with impaired motor skills. To be able to reverse these symptoms dramatically in a short 7-week period seems unrealistic. It is likely the pediatric group would see greater effect here due to their age and stage of development. Summary The Anavex 2-73-RS-001 data is overwhelmingly positive with broad therapeutic effect noted with statistical significance and clinical meaning in all primary endpoints. Anavex continues to impress upon investors the importance of precision medicine and the role of S1R as a diverse healing agent. Many of the subscale facets and impressive safety data synergized with Anavex 2a AD and PDD trial data. Considering the adult cohort and low dose of this trial, the Anavex 2-73-RS-002 and RS-003 data will likely command even greater therapeutic effect with younger patients and higher dosing. It is my opinion that Anavex will receive accelerated approval from regulators for Rett syndrome.
Anavex haalt 50 miljoen op. Dat zal een tijdelijke terugslag geven. www.anavex.com/anavex-life-sciences-a...
Dan zijn we er direct vanaf. Volgende week kunnen we veel hoger staan
G.dezwaluw schreef op 22 juni 2021 13:52 :
Dan zijn we er direct vanaf. Volgende week kunnen we veel hoger staan
Hoort er inderdaad gewoon bij. Voor wie nog wil instappen: het is het moment.
Wallander schreef op 22 juni 2021 13:49 :
Anavex haalt 50 miljoen op. Dat zal een tijdelijke terugslag geven.
www.anavex.com/anavex-life-sciences-a... "Issuance and sale of an aggregate of 2,380,953 shares of its common stock at a purchase price of $21.00 per share to Deep Track Capital"www.deeptrackcapital.com/team
Aantal posts per pagina:
20
50
100
Direct naar Forum
-- Selecteer een forum --
Koffiekamer
Belastingzaken
Beleggingsfondsen
Beursspel
BioPharma
Daytraders
Garantieproducten
Opties
Technische Analyse
Technische Analyse Software
Vastgoed
Warrants
10 van Tak
4Energy Invest
Aalberts
AB InBev
Abionyx Pharma
Ablynx
ABN AMRO
ABO-Group
Acacia Pharma
Accell Group
Accentis
Accsys Technologies
ACCSYS TECHNOLOGIES PLC
Ackermans & van Haaren
ADMA Biologics
Adomos
AdUX
Adyen
Aedifica
Aegon
AFC Ajax
Affimed NV
ageas
Agfa-Gevaert
Ahold
Air France - KLM
Airspray
Akka Technologies
AkzoNobel
Alfen
Allfunds Group
Allfunds Group
Almunda Professionals (vh Novisource)
Alpha Pro Tech
Alphabet Inc.
Altice
Alumexx ((Voorheen Phelix (voorheen Inverko))
AM
Amarin Corporation
Amerikaanse aandelen
AMG
AMS
Amsterdam Commodities
AMT Holding
Anavex Life Sciences Corp
Antonov
Aperam
Apollo Alternative Assets
Apple
Arcadis
Arcelor Mittal
Archos
Arcona Property Fund
arGEN-X
Aroundtown SA
Arrowhead Research
Ascencio
ASIT biotech
ASMI
ASML
ASR Nederland
ATAI Life Sciences
Atenor Group
Athlon Group
Atrium European Real Estate
Auplata
Avantium
Axsome Therapeutics
Azelis Group
Azerion
B&S Group
Baan
Ballast Nedam
BALTA GROUP N.V.
BAM Groep
Banco de Sabadell
Banimmo A
Barco
Barrick Gold
BASF SE
Basic-Fit
Basilix
Batenburg Beheer
BE Semiconductor
Beaulieulaan
Befimmo
Bekaert
Belgische aandelen
Beluga
Beter Bed
Bever
Binck
Biocartis
Biophytis
Biosynex
Biotalys
Bitcoin en andere cryptocurrencies
bluebird bio
Blydenstijn-Willink
BMW
BNP Paribas S.A.
Boeing Company
Bols (Lucas Bols N.V.)
Bone Therapeutics
Borr Drilling
Boskalis
BP PLC
bpost
Brand Funding
Brederode
Brill
Bristol-Myers Squibb
Brunel
C/Tac
Campine
Canadese aandelen
Care Property Invest
Carmila
Carrefour
Cate, ten
CECONOMY
Celyad
CFD's
CFE
CGG
Chinese aandelen
Cibox Interactive
Citygroup
Claranova
CM.com
Co.Br.Ha.
Coca-Cola European Partners
Cofinimmo
Cognosec
Colruyt
Commerzbank
Compagnie des Alpes
Compagnie du Bois Sauvage
Connect Group
Continental AG
Corbion
Core Labs
Corporate Express
Corus
Crescent (voorheen Option)
Crown van Gelder
Crucell
CTP
Curetis
CV-meter
Cyber Security 1 AB
Cybergun
D'Ieteren
D.E Master Blenders 1753
Deceuninck
Delta Lloyd
DEME
Deutsche Cannabis
DEUTSCHE POST AG
Dexia
DGB Group
DIA
Diegem Kennedy
Distri-Land Certificate
DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
Esperite (voorheen Cryo Save)
EUR/USD
Eurobio
Eurocastle
Eurocommercial Properties
Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
Nedschroef
Nedsense Enterpr
Nel ASA
Neoen SA
Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
NexTech AR Solutions
NIBC
Nieuwe Steen Investments
Nintendo
Nokia
Nokia OYJ
Nokia Oyj
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
Porceleyne Fles
Portugese aandelen
PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
Proximus
Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
Randstad
Range Beleggen
Recticel
Reed Elsevier
Reesink
Refresco Gerber
Reibel
Relief therapeutics
Renewi
Rente en valuta
Resilux
Retail Estates
RoodMicrotec
Roularta Media
Royal Bank Of Scotland
Royal Dutch Shell
RTL Group
RTL Group
S&P 500
Samas Groep
Sapec
SBM Offshore
Scandinavische (Noorse, Zweedse, Deense, Finse) aandelen
Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
Solvay
Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
Spotify
Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
Super de Boer
SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
Tetragon Financial Group
Teva Pharmaceutical Industries
Texaf
Theon International
TherapeuticsMD
Thunderbird Resorts
TIE
Tigenix
Tikkurila
TINC
TITAN CEMENT INTERNATIONAL
TKH Group
TMC
TNT Express
TomTom
Transocean
Trigano
Tubize
Turbo's
Twilio
UCB
Umicore
Unibail-Rodamco
Unifiedpost
Unilever
Unilever
uniQure
Unit 4 Agresso
Univar
Universal Music Group
USG People
Vallourec
Value8
Value8 Cum Pref
Van de Velde
Van Lanschot
Vastned
Vastned Retail Belgium
Vedior
VendexKBB
VEON
Vermogensbeheer
Versatel
VESTAS WIND SYSTEMS
VGP
Via Net.Works
Viohalco
Vivendi
Vivoryon Therapeutics
VNU
VolkerWessels
Volkswagen
Volta Finance
Vonovia
Vopak
Warehouses
Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
Xebec
Xeikon
Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)
Premium
Word nu abonnee van IEX en krijg onbeperkt toegang tot onze (koop)tips en succesvolle modelportefeuilles. Nu 3 maanden voor slechts €19,95! Profiteer van 58% korting!
Word abonnee