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Fedor Kolchin
This website contains uploads of my ideas and associated resources
Anavex Life Sciences
Anavex Life Sciences (NASDAQ:AVXL) is a clinical stage biopharma company with a market cap of $1.07B, currently targeting Mild-to-Moderate Alzheimer’s Disease (AD) with its lead candidate Blarcamesine (ANAVEX 2-73). They published their latest set of clinical data, their Phase IIb/III trial data on 31 Oct 2024. The results headlined as positive news but are very questionable. Their MAA filing was recently accepted by the EMA, starting the clock on a 210 day review period, finishing on 19th July 2025. They also have another catalyst date on 13 Jan, where they are scheduled to present their Phase 2b/3 data at the JP Morgan Healthcare Conference.
9 Jan 2024
SELLAS Life Sciences
SELLAS Life Sciences is in Phase 3 for galinpepimut-s, a WT1 cancer vaccine for AML. We recently posted a full thesis on the company at exituscapital.org
27 Jan 2024