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**Apabetalone (RVX-208) Currently Being Tested in a Phase 3 BETonMACE Trial and a Phase 2 Kidney Trial is Planned for 2017**

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AGORACOM Welcomes Back Grizzly Discoveries (GZD: TSX-V)

World class gold and base metal deposits in British Columbia; and diamonds in Alberta $GZD.ca

  • More than 9 million oz Au produced or as resources in a radius of less than 70KM to Greenwood project
  • Holds, or has an interest in, metallic and industrial mineral permits for potash totaling more than 364,000 acres along the Alberta-Saskatchewan border
  • Drillholes with up to 31.1% K2O from assays on recent drill program
  • Portions of Greenwood Project being explored by Kinross through option agreement

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BREAKING NEWS OUT OF 2 AGORACOM CLIENTS

Namaste Announces Signing of MOU With Marijuana.Ca

  • Entered MOU with Marijuana.Ca, operator of www.marijuana.ca
  • Signing of MOU represents further achievement of the Company’s objective to increase site traffic and develop customer data in the Canadian market
  • Also coincides with the upcoming launch of www.everyonedoesit.ca, which the Company will use to further expand its position in the Canadian market

 

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Tetra Bio-Pharma Announces the Initiation of its Phase I Trial of dried Cannabis

  • Announces launch of its Double-Blind Phase I Study
  • Purpose to Assess Safety, Tolerability, Pharmacodynamics and Pharmacokinetics of Single and Multiple Daily Ascending Doses of Cannabis by Smoking/Inhalation in Healthy Male and Female Volunteers
  • Trial activities will occur over a 3 to 4-month period and involve site initiation, subject recruitment and enrolment, a single daily ascending dose phase and a 7-day multiple daily ascending dose phase, followed by study termination

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Message: A few comments

fouremm – my comment re: AZN and PFE was WRT RVX only, I don’t think what happens between them will be relevant to any potential deal timing with RVX. Someone posted on this board a couple of weeks ago that AZN was not listed on the attendees at this conference so I was not at all surprised they weren’t there.

 WRT a CVR, I built myself a model with many different scenarios to give me a reasonable idea of what I could expect if a deal came along so I will give you some of the highlights only.

-assumes successful completion of BETonMACE with a minimum of 30% RRR

-assumes that if RRR is between 25% and 30% an additional 1200 patient recruits will be required and adding approximately one year to the BETonMACE trial timeline

-assumes that if we don’t reach at least 25% RRR this lottery ticket just turned into trash.

-assumes 2.5% to 3.5% of populations in the developed world have a diabetic cardio problem and would see the biggest benefit from using our product, RVX208. I took these numbers from the World Diabetes Website. Between 12 and 20 million patients

-assumes low end pricing of $2200/yr and  50% market penetration to a high of $5000/yr and 70% market penetration.

Potential annual sales

-low $2 billion

-mid $5 to $10 billion (actual 44 billion)

-high $25 to $35 billion (actually the high came in at $70 billion but it made my graph looked silly)  

 

From deals that have happened in the past with other companies, final amounts have been in the range of 25% to 100% of potential annual sales. I can not personally see a BP paying a mid range amount up front with over two years until final data is out. I can however see BP attempt to lock RVX up in the mid range with a deal in the 25% to 35% of potential annual sales being somewhere in the $5 to $10 billion dollar range in a CVR type of arrangement that would close on final data being delivered.

 

Final data; you say mid 2018 and I said mid 2019. I was not able to find the timeline chart that has been presented by RVX in the past on their web site however I do recall that the trial would be finished mid 2018 and final data would be announced Q1/Q2 2019. Please feel free to correct me if anyone has access to a past presentation that clarifies this point for us.

 

Bottom line, if the moon and stars line up and RVX208 does what they claim it does in a safe manor this could end up being the single largest selling drug on the planet to this point. By any measure this is a lottery ticket that could make us very happy or have us walking away scratching our heads saying what just hit me!

 

Best data ever to come out on RVX, the patent application for combo Crestor/RVX208

These are my thoughts. DYODD

 

 

tada

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