AVXL Anavex Life Sciences Corp

$AVXL After a quick chat with management, I feel much more confident going forward with this investment. You can sense how deliberately Terrie wants to run the company. The narrowed pipeline allows the company to retain fiscal responsibility while conducting hand-in-hand relationships with regulators (namely the FDA). With Dr. Missling gone and the board having been 'revitalized', Anavex's leadership has a real opportunity to leverage industry experts and make this thing happen in a wholly collaborative ecosystem/consortium. Expect updates as they come. Otherwise, sit back and let's see how the new team gets to business - the cogs are already in motion.

$AVXL I still expect my AVXL investment to pay off. Strange as it seams, I can’t think of a stock with better price appreciation potential than AVXL. With AVXL’s legacy staff now out of the picture, and all intellectual property still fully under the company’s control, and no competitors with a proven technological advantage, I think success is possible. Let’s get some well regarded hedge funds to invest in Anavex, and then move ahead under their watchful eyes.

$AVXL Step back and think about it for a moment ... the ineffective management has been removed. The ineffective attempt by PVG (and a lame one at that) has been eliminated. As someone mentioned below, the 'adults' are now running the show. Seriously, TK and the board stepped in, they are going though a disciplined and methodical process to rebuild trust with the shareholder community and the regulatory agencies. That's not an overnight thing and yet they are making rapid progress. TK promised updates between now and November as meaningful and significant events unfold. At this point a modicum of patience is certainly warranted.

$AVXL For those concerned that the new board is "refusing to communicate," understanding Delaware corporate law and SEC filing mechanics explains why no public statement has been made yet. Post-proxy boards follow a standard 2-meeting playbook (Harvard Law School Forum on Corp. Governance and NACD guidelines): Meeting 1 (Days 0-2): Procedural. Certified election count & signing continuity (8-K Sept 28). 10-Day Gate: Clear diligence & get CIK codes to file Form 3 by statutory deadline. Senderowicz & Patel filed Oct 5 on schedule. Meeting 2 (Days 5-10): Substantive session to: • Reconstitute Audit/Comp committees (Nasdaq 5605). • Resolve CEO mandate (DGCL § 142): decide interim elevation vs. external search. • Align on 10-K audit for FY ended Sept 30. Management cannot front-run a new board before this wraps. SEC rules require Form 8-K within 4 business days of board action. The stock price reflects a temporary transition window, but governance moves on statutory calendars, not sentiment.

$AVXL I talked to Cliff today, he did not say this directly, but Rett sounds like is first. Meeting with FDA very soon for AD trial design, said don't put faith in anything Missling said so at this point could be 1,500 patients or could be something totally different. What got me excited about Rett is that sounds like it will be US sites only, my impression so don't put much into it is that all the noise came from sites that were having non-experienced people filling out the questionnaires. I imagine when Terrie removed that noise she got a clear picture. For Rett: This is my thoughts, that Rett community is a super tight knit group. I think enrollment this time will be different. I think Mothers will be clamoring to the sites and I half wonder if it could be enrolled in a few months, once it is announced I am thinking there will be a waiting list to get into the trial, they know all the miraculous stories by now. Its not about getting on drug, for them it will be about getting the drug to market. If that is the case, it could actually be quite quick. the trial will only be 12 weeks, you might have the whole thing done in a year if you had 20-25 very experienced centers. For Fragile X nothing new they looked at mode of action and they think it is a very strong target. No idea if we can go right into a p2/3 but if Anavex can, Fragile X has a similar caregiver group to Rett. They might be able to use the same strategy to quickly bang out that trial as well. If Rett is worth a billion, Fragile X is worth 10 billion. Well I am the most excited I have been since EMA smackdown day about Anavex.

$AVXL It’s been a very busy time. I guess I’m lucky to have a medical problem that was corrected by heart catheter. AD? They all chase. But we have Blarcamesine. All around us, fuckery. But we still have it. I still have a significant stake in this company. I’m about to get a very nice bonus… which will go to more shares. My average should be around $2.50 I also think that Blarcamesine has other benefits not yet discovered. Just like GLP1 drugs. I’m very optimistic.

$AVXL I did a deep dive into Anavex’s steep price decline, this is what I found. This sudden drop is tied to official events, most notably: 1.) The recent Wave of Class Action Lawsuits: On 9/30 and 10/1, multiple prominent law firms filed class action lawsuits against Anavex. 2.) These lawsuits are based on the company's own prior SEC filings. They point directly to Anavex’s admission of "material weaknesses in internal control over financial reporting” and the fallout surrounding the termination of Missling for cause earlier this year. 3.) The termination of C.M. on April 30th was for conduct "inconsistent with Company Policy," a development the lawsuits claim was hidden until subsequent delayed regulatory filings forced the disclosure, harming shareholders. 4.) Seizing on these lawsuits, off-exchange short selling for Anavex has turned highly aggressive — all thanks to the misdeeds of Christoper Missling. I believe in the science, I am long Anavex, and I ain’t selling one share!

$AVXL Blaming current clinical leadership for legacy trial gaps completely ignores the actual timeline. The missing ADME and DDI clinical pharmacology stems from how the broader Alzheimer's program was run under Missling's barebones model from 2015 through 2023. When Kellmeyer, Edwards, and Lopez-Talavera arrived in early 2024 to inject real regulatory rigor, they inherited an incomplete package on a rushed EMA clock. Running these ADME and DDI studies today does the foundational legwork that should have happened years ago, ensuring the company sits down with the FDA with clean data rather than repeating past missteps. That context explains why this exact trio are the sole company authors on the upcoming CTAD presentation alongside core SAB leaders Sabbagh, Gabelle, and Grimmer. The board installed them while Missling was still there, so when he failed and was ousted, a seasoned team was already in place to take the reins and execute.

$AVXL FYI, all Alz stocks have taken A beating over the past month notably avxl, axsm and anvs. Nothing has changed w the science or trial data or the plan moving forward. In fact the next 3 months have multiple catalysts inc potentially an adaptive, accelerated approval trial design for Alz. That trial (which would include AbClear3 for accelerated) at this stage, added 15-20b to each of the MAB companies. It’s a game changer if awarded. Be certain, that’s the data driven direction Anavex will be pursuing. We will know soon enough. Team is collaborating w regulators to deliver on 3 new trials. Amazing what can be accomplished and time saved over the lifecycle when you engage upfront with those who approve. Ask for forgiveness later doesn’t work in this space. GLTA

$AVXL I think the present board is super pissed. They've been humiliated and snookered by Missling. I think they are on a tear to repair their reputations, advance Anavex and help society. Yup. No question in my mind.

$AVXL When this goes negative, I am going to own the whole company. It will be like oil futures that one day. ;) I know this company is a shit show but this drug is amazing. Hopefully we get news on the trials soon.

$AVXL It has been a while since biology was discussed on the AVXL board. I look forward to hearing some of these terms again: - Blarcamesine - autophagy - mechanism of action - Sigma-1 receptor - Muscarinic-1,2,3,4 receptors - Orthosteric vs allosteric interactions - ABCLEAR1,2,3 - statistical significance and many many others … it’s almost time to fire up your computer again. … I hope someone steps in and ends the Iranian quagmire so you can get back to business . Terrie and team … Keep us in the loop (within the limits of the law), and we will have your back.

$AVXL Readimg the First 100 day piece and it sounds like a first term students business 101 Project at a low grade business school. The lofty goal of hiring a top line CEO with CNS background and industry connections that will leave a good job to lead a company with the baggage AVXL has after Missiling ain't gonna happen. A CEO like that would just have his company acquire AVXL (lower risk). Terri knows that she will ultimately be replaced, but I think she is setting the company up to be courted for a solid partner that could ultimately acquire AVXL. The rest of their proposals are common sense and the reconfigured AVXL BOD will be following a similar plan. They have been passive until now, but they aren't idiots. The tutes will vote with the BOD, the drama will be over and if Terri lives up to her commitments, Blarcamesine will be back on track. If she wasn’t comfotable with the science she wouldnt be back. Bold prediction on my part, but I am holding. Good luck to all longs.

$AVXL looking forward to this shit being over soon and avxl being back on track to some approval!! based on kelly‘s speech and the continuous presence of some sab members i am more optimistic again. fingers crossed

$AVXL something doesn’t add up here. About 10 days ago, before the proxy vote, I decided to have a flutter on some short dated calls, in anticipation of a post vote rally. Small size, won’t be profitable at these prices for sure. However after I bought and after the agm, vol rocketed to around 250%, despite a slight drop in price. Then came the precipitous drop we had just recently. Institutions voted the board in, remember that, the big holders. Now we have a massive drop, apparently showing how this is a complete basket case, nothing but darkness round the corner. I don’t believe this. What I believe is happening is, retail is getting flushed out, and institutions are piling in replacing them at these ridiculous prices.

$AVXL It would be nice for them to do a fireside chat or something to give us some clue as to what they are doing.

$AVXL Here are two examples of companies whose stocks plummeted to or below their cash values, and then recovered: 1. Apple Inc. (AAPL) In 1997, Apple was on the brink of bankruptcy. After years of losing market share to Microsoft and suffering from a bloated product lineup, its stock plummeted to a split-adjusted low of roughly $0.12. Apple's market capitalization fell so low that it was practically trading at the value of its cash and assets on hand, with the market attributing zero value to its brand, software, or future hardware business. 2. Novavax Inc. (NVAX) Long before the pandemic, the clinical-stage biotech company Novavax was a perennial penny stock burdened by failure. By late 2019, after its flagship respiratory vaccine failed clinical trials for the second time, the stock was trading around $4 to $5 per share. Its market cap cratered to roughly matching its net cash position, as investors expected the company to burn through its funds and face liquidation.

$AVXL I bought 4K more shares at $2.25, a little early admittedly, but riding this out. I remember buying around 8k shares around the same price way back when and it was the Best Buy ever, although I didn’t ever sell and capitalize on them. This will turn around, just not fast. Hope the longs here are all doing well!

$AVXL - I keep reading the same type of posts, over and over again, asking, then demanding answers...Answers to what? The company just went through major restructuring, and a not so hostile attempt to take control by a fly by night, clueless hedge fund, that more than likely had a strong backing with the previous CEO. Oh, and let's not forget the endless law firms lined up to bleed us dry. Nobody likes the ridiculously low stock price "I know I don't", but there's nothing to do than ride this out, or sell. And lastly, what would you like the new CEO to say, that wasn't just said that long ago. We had 10-years of empty promises, let's give this a year or two and see if the new administration pays off. I'm betting it will "hoping" it will. Adios Muchachos!!! Semi..Kinda Sort Of...

$AVXL Listening to Patrick Adams' diatribe for almost 10 minutes now has confirmed in me even more to not elect a single member of PVG. His presentation starts off on such a negative and uncharitable note that it's hard to see how this person has any good intentions and is not just completely self-serving. Moreover, he's just repeating what PVG has already articulated, which simply doesn't stand up to scrutiny for reasons many on this board have already conveyed very nicely. I hope everyone will vote the white card so we can finally move forward with some clarity and progress that has already been made. Particularly galling about Patrick Adams' opening statement was calling out Terry K's lack of CEO experience, while not saying anything charitable about what she's actually done. It's the classic attack, attack, attack and build on people's fears, while without actually offering a viable alternative.