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Message: Re: So.....?
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Oct 13, 2017 06:12PM
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Oct 14, 2017 08:24AM
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Oct 14, 2017 01:59PM
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Oct 14, 2017 02:29PM
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Oct 14, 2017 02:41PM
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Oct 14, 2017 02:44PM

"I think the growing list of orphans and other may well superceed any of 208s perceived value long term,,,,so we have to put weight on these other possibilities,,,,not all eggs are in the 208 basket,,,KD and HL know this!!,,,as they would also know a lot more than what us minions could ever be witness to as outsiders."

Everything clinical to date is in the RVX-208 basket. Everything else is pre-clinical and is in the non-RVX-208 basket until IND filing and Phase 1 occur. As soon as this funding crunch is resolved, the renal Phase 1/2 trial for RVX-208 will commence and if all goes well another Phase 3. Then there's the Fabry's Phase 1 trial for RVX-208 that is also ready to go. And there's the Alzheimer's/Dementia potential of RVX-208 pending the BETonMACE sub-study. And there's the PNH complement orphan study for RVX-208 that RVX has been talking about a while. And those are just the RVX-208 clinical endeavors we know about!

We've known that Resverlogix has 7 follow on compounds chosen out of their library of at least 2500 compounds for over a year now, and one which has been chosen as the favored IND candidate but not disclosed to us. Any of these compounds have a long ways to go to catch up to RVX-208. Years just to get to the point where RVX-208 is today. Although insiders might be privy to knowing what other compounds are the favorites, knowing what indication(s) are being targeted, and seeing the pre-clinical data......that doesn't change the fact that we all know that Resverlogix (and Zenith) are two of the world's leaders (if not the leaders) in the BET bromodomain inhibitor field. So yes, the "potential" of these 2500 or more compounds could exceed the value of RVX-208 in the long-term. And if I recall, the changes to the royalty preferred shares will allow holders of the RPSs (currently Zenith shareholders)to obtain royalties on any of these Resverlogix compounds in addition to their direct effects on RVX share price. However, we're a long ways off from any of these other compounds in the pipeline catching up to where RVX-208 is today. These other compounds will be at best in early to mid clinical stage by the time NDA application with FDA and MMA application with EMA is filed for RVX-208 in 2019/2020.

I'm not arguing that these other compounds have no long-term value, just that everything to date is pre-clinical and they have a long ways to go to prove their clinical value.

BearDownAZ

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Oct 14, 2017 04:08PM
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Oct 15, 2017 11:40AM
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Oct 15, 2017 02:40PM
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Oct 16, 2017 11:24AM
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