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    Tom Bishop • H.C. Wainwright & Co.

    Tom Bishop's questions to Anavex Life Sciences Corp (AVXL) leadership

    Tom Bishop's questions to Anavex Life Sciences Corp (AVXL) leadership • Q3 2025

    Question

    Tom Bishop from BI Research asked for an update on the company's clinical trial pipeline beyond ANAVEX 3-71, a breakdown of the $10M in R&D spending, and the reasons for the delay in initiating a new Parkinson's disease study. He also questioned the status of the Rett syndrome program, the specifics of the EMA decision process, the potential go-to-market strategy in Europe, and the reason for the increase in non-cash compensation expenses.

    Answer

    President & CEO Dr. Christopher Missling clarified that while ANAVEX 3-71 is the only formal trial, blarcamesine is available via compassionate use in Australia. He attributed R&D costs to blarcamesine manufacturing (CMC), and preparations for future Parkinson's and Fragile X trials. The Parkinson's trial delay is to ensure a robust design that accounts for confounding variables like L-DOPA usage. On commercialization, he stated all options are open, from partnering to a solo launch. Principal Financial Officer Sandra Boenisch explained that higher non-cash compensation is a function of stock price at grant and vesting schedules.

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    Tom Bishop's questions to Anavex Life Sciences Corp (AVXL) leadership • Q2 2025

    Question

    Tom Bishop from BI Research asked for clarification on the schizophrenia trial's duration, pre-launch commercialization plans for blarcamesine in Europe, the distinction between ANAVEX 3-71 and blarcamesine, regulatory plans for other countries, the potential timeline to revenue post-approval, and manufacturing details.

    Answer

    President and CEO Dr. Christopher Missling clarified that the longer duration for the schizophrenia trial's Part B is 28 days. For European commercialization, he explained Anavex is exploring partnerships and the option of building its own sales force via CROs, with the final decision based on maximizing shareholder value. He confirmed ANAVEX 3-71 is a different molecule from blarcamesine. Dr. Missling noted that the company plans to engage with regulators in the U.K., Canada, and Australia in parallel with the EMA review. Post-approval revenue could begin quickly in some EU countries, and the company has a large launch inventory manufactured in the U.S.

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    Tom Bishop's questions to Anavex Life Sciences Corp (AVXL) leadership • Q1 2025

    Question

    Tom Bishop of H.C. Wainwright & Co. inquired about several key topics, including the expected timeline for a European regulatory decision on blarcamesine, upcoming catalysts like the ANAVEX 3-71 trial, the status of the Rett syndrome and Parkinson's disease programs, the significance of a new crystalline patent, and the nature of interest from stakeholders and potential pharmaceutical partners.

    Answer

    Dr. Christopher Missling, President and CEO, stated that feedback from the EMA's 210-day review is expected by the end of the year. He highlighted upcoming catalysts including ANAVEX 3-71 schizophrenia data in H1 2025 and detailed ATTENTION-AD data in April. Dr. Missling confirmed that partnership discussions are ongoing, a new Rett syndrome study is planned, and the new patent is highly significant as it covers the API used in all prior trials, extending protection to at least 2039. He also noted plans for a meeting with the FDA regarding blarcamesine for Alzheimer's.

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    Tom Bishop's questions to Sterling Infrastructure Inc (STRL) leadership

    Tom Bishop's questions to Sterling Infrastructure Inc (STRL) leadership • Q4 2024

    Question

    Tom Bishop of BI Research asked for management's perspective on the recent stock sell-off tied to tech sector news, questioning if the market's negative reaction was unfounded given that Sterling's underlying data center business appears to be accelerating.

    Answer

    CEO Joseph Cutillo agreed the market reaction was unfounded, stating that regardless of the specific technologies used, data centers must be built, which is Sterling's core business. He relayed that direct conversations with customers confirm they are not backing down and, if anything, are moving faster. He expressed his personal view that recent geopolitical events will ultimately drive more, not less, technology development and construction within the U.S.

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