RE:RE:RE:RE:RE:RE:RE:RE:AZExcellent posts recently by SanFran, Fouremmn, narmac, etc.
It seems to me that rvx-208 must be extremely attractive to AZ. Their revenue is headed down. Generic rosuvostatin is a reality. I'm assuming that they have many R & D irons in the fire on many fronts but 208 is well along the path of development, is playing in a very significant and growing market and must be an obvious target. Having 208 within their portfolio would have a huge potential impact on their valuation and attractiveness to PFIZER or fuel growth and provide a defence against PFIZER.
That being said rvx-208 should have huge appeal to any BP, or up and comer, because of rosuvostatin and the patents. So Bayer, etc could be in the mix.
Someone commented something about if KD is in the mix (and presumably positive) then he'll make money. Pardon my paraphrase...but I think that was the idea. This seems to me to be very positive for RVX.
IMO the options almost seem like there should be a bidding war going on.
Now biotech has stated that post hoc analysis has limited credibility and we all know that MACE and plaque regression results must be replicated. But if we applied some sort of odds to successful replication say of 1/100 multiplied by the annual size of the market times the patent length this is an extremely high expected value when looked at from the eyes of a suitor, AND with relatively low cost (financial risk).
And there is the possibility that rvx-208 could stand on it's own - potentially a hugh benefit to KD who seems to have the financial resources to take it through to completion.
Anyway, lots of positive possibilities.
Cheers
Toinv