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Message: Potential Scope of Indications for Apabetalone (selective BRD/BD inhibition)

I'm sure RVX can/could find a buyer, but at what price, that works in the minds of each party?

Yes, the science and safety seem amazing, and tantalizing. And with a rare BTD relationship with the FDA. Just an "incomplete" grade, in proving it via study. And unfortunately, no viable financial avenue for doing so.

Realistically, with the patents longevity, ABL could be an option for ALL BP's, not just the upstarts with money and backing looking to make a splash. For cannibalization concerns, you can remove that risk by taking us out, and saving for next phases, remember this is an entire MOA and platform, not a single and one indication type drug and science. Or they could position for additional revenues now, along with portfolio pretection, with long termed development plans for the next 10-20 years. What is $2-4b for a BP with big stockpiles of cash and backing, when there is something extremely differentiating and disruptive with 100's of billions in long term potential with an entire class of new therapy ready for development and timely strategic and controlled introduction to the market? ... It's a consideration, but I don't completely "buy" the cannibalization-deterred argument for strategic thinking BP's. Of course, the upstart BP makes sense as well. 

It makes no sense to me, other than incompetency, that we are sitting dead in the water and broke on the verge of insolvency, given the science and potential. There is something else going on, whther internal or external, and yes it could just be management incomeptency or over playing their hand with financial demands.

Hepa and Ori could likely make this explode in Asia, but not sure the desire or implications on the average Joe investors were they to gain control?

At some point, it seems that RVX may have to grab the bird in the hand, rather than wishing for two in the bushes.

This has become an excersize, and grad school level case study, in organizational, management, financial, and marketing futility.

And to think, we were within a few obvious BoM study design issues, and yet also just a few "P" value fractional data point results away from getting to market. And here we are under $.14 in U.S. dollars.

Most CEO's would have been fired long ago, but DM is engrained as part of the fabric. And he is too dumb to realize he needs to step aside, for even his own good and financial success, and the BoD seems either hog-tied or incompetent also. Eversana, we're waiting.

Bravo (not)

Rant over. For now.

Hope everyone is having a great weekend!

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