Added to YB: 2025-11-18
Pitch date: 2025-11-14
AVXL [bearish]
Anavex Life Sciences Corp.
-14.86%
current return
Author Info
AnthonyStaj shares thoughts and musings on biotech, mostly. L/S, not afraid of indication, highly focused on clinical and commercial analysis. Sign up for the newsletter.
Company Info
Anavex Life Sciences Corp. operates as a biopharmaceutical company. It engages in the development of novel therapeutics for the treatment of neurodegenerative, neurodevelopmental, and neuropsychiatric disorders, including Alzheimer's disease, Parkinson's disease, schizophrenia, Rett syndrome, and other central nervous system (CNS) diseases, pain, and various types of cancer.
Market Cap
$313.1M
Pitch Price
$3.50
Price Target
2.00 (-50%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-6.43
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
Anavex: Vexing AD patients no more
AVXL: Phase 2b/3 blarcamesine failed functional co-primary (ADCS-ADL, p=0.357), cognitive signal fragile & sensitive to EMA missing-data penalties. No dose response, weak biomarkers, 40% dropout on 50mg dose. Other sigma-1 agonists failed AD trials. EMA CHMP negative opinion expected Nov 14 or Dec 12. Target $2 (70% drop).
Read full article (8 min)