RE:The chart....Ledrog, thanks for this and your previous post re communications strategy. You bring a very reasoned, seasoned and sensible approach in your thinking and have a great sense of how the heard moves.
If I remember correctly I believe that it is you that has urged people to take some profit as the SP begins to swing back up. It seems to me wise to be prudent as the heard moves in and out. If not you please correct me.
In terms of the graph I saw a 9 day, 100 day and 200 day moving average but not 50 day.
There will be many possible events along the next part of this journey;
- We should be hearing about the trial design soon.
- We should also be hearing about FDA trial approval.
- The trial design will be adaptive and as I understand it that means they will be able to dip into the data and report results (time adjusted for start date by patient) at various points in time. If the sample sizes are large enough for both the test and contol groups and if a similar pattern occurs as in the combined ASSURE/SUSTAIN analysis then we will see the impact very quickly first with 90% confidence, then 95%, then 99%, etc as each measurement period is added.
- In Don's Oct webcast he indicated deals were in the works. I don't know what that means but he referred to some sort of unique blood bank that can be used by researchers and they have huge epigenetic intellectual properties.
Regarding communications you make very good points. I was not suggesting that RVX should be hyping the markets. In fact, if I were developing a brand positioning strategy I would start from the point of positioning RVX as "commited to serious and progressive science" and then on a regular basis I would issue important aspects of rvx-208 and I would showcase the scientists like Dr Wong and others (as they have been doing) at the science conferences and even have the scientists at business and investor events. Not rocket sense, just a little bit more than what they are doing and written by professional writers.
Thanks again. I learn everyday on this site.
Cheers
Toinv :)