fouremm, you've expressed brand equity far better than I could have and I agree with you completely re "To me RVX gets a resounding yes to 1 and 2, a resounding no to 3, 4 and 5 and for 6 I would say that the outside validation is growing in terms of the scientific press but management has definitely dropped the ball in terms of obtaining multiple top tier analyst coverage (the exception being Beacon)."

I have been so frustrated over the years because at least going back to the post hoc findings from the ASSURE trial starting around August 2013 RVX science has produced bags of "communications" gold...incredible stories that have never been effectively told to numerous markets including investors. A top level communications specialist craves to have such incredible stories to tell. This is like the best candy in the world to talented communications people. Usually they are trying to turn pigs ears into silk purses.

I think Don has done a remarkable job of raising funds (is it $400,000,000 to date?) and no matter what we think of the 3rd Eye loan he has fought to get us over the finish line and I hope he does it. But my guess is that he is a one trick pony and there is nothing wrong with that except that he may not be providing the leadership needed from a broader management perspective...speculation on my part.

However, I don't know much else about Don's ability to manage the company after a successful BoM trial. At that stage, if success happens, many doors should open. My guess is that if Don takes the downstream route with his licensing deals with Hepa, Medison, potentially a bidding war for the USA then I think skilled pharma people need to be brought in. Lots of time to dream about that.

As for the balance of management as it stands it seems like the weaknesses are in business development, finance and communications as I see it.

There is a big gap between Beacon's NPV of $8.50 and $1.40 at this stage. The shorters aren't helping this for sure. Yet do the shorters explain $7? I doubt it.

I'm feeling good. I'm hoping for a really strong SSRA and a quick journey to the top line results. I don't know what will happen to the share price but I'm guessing it should go up.

I'm also hoping that with a successful SSRA that BP's will start knocking at the door. Given the number of indications for apabetalone I feel the potential is enormous.

Brand halo - I've been studying the Zenith Biotech presentation and it shows some positive results in the zen3694 x enzalutimide mCRPC trial. I have no idea scientifically how meaningful the data is at this stage but if Pfizer or any BP gets interested it will probably have a positive halo effect on RVX (as leaders in epigenetics).

Finally in the Beacon report their NPV of $8.50 is based on 2% market penetration. Does anyone know exactly how this market is defined e.g. 70% of unmet CVD, or CVD with DM and low HDL?

GLTA

Toinv