Toinv - agree with all of your points plus possibly Zenith Epigenetics Ltd (maybe). It could be a very interesting finish to the year for our companies. The CKD angle could carry an enormous amount of weight in any deal decision at this time as there is a limited amount of competition in that area.
Your last point of RVX finally achieving some scientific credibility is well stated. There seems to be a lot more positives this time around than at any other time in the past that I can remember.
The sweatest thing we could hear prior to a deal being announced is the DSMB say "continue on the way you are with no changes". In my mind a comment like that would essentially say the drug is doing everything it is supposed to be doing, safely, without actually saying those exact words.
dyodd
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