RE:Still no confidence EOMI did a summary of why I'm long and posted on agorcom so repost here FYI. As always it reflects my optimism.
Hi Jkj.
I don't know if we will see a quiet period or not but I don't think so simply because of the dramatically accelerated events and communications and this has been increasing ever since July of 2013.
Following are some of the things that have me excited about RVX.
1. The scientific momentum is building for rvx-208.
2. The amount of scientific understanding gained about why rvx-208 reduces MACE through use of advanced analytics such as predictive modelling, micro-assays and pathway analysis has continued to fit together pieces of the puzzle to explain it's epigenetic effects and the WHY aspect of the equation.
3. This (new) information is now being communicated to scientific peers (resulting in further insights), investors and BP.
4. The approval of at least one European agency for a phase lll BetonMACE trial for rvx-208 implies that the scientists that have significant power, control and responsibility for clinical trials are now convinced enough about the potential of rvx-208 to reduce major cardiovascular events (MACE) such as heart attacks, strokes, etc
AND they are also
convinced about the strong safety profile of rvx-208 (hence greater ease of final to market approval).
5. This market is huge and MACE events cost the USA ecomony billions of $ a year.
6. There will almost certainly be approvals for the phase lll BETonMACE trials in China, Taiwan, Hong Kong and Macau.
7. The trial is "adaptive" and with the spread of the trial across large samples in multiple countries it will allow for "early dipstick" measures to track progress (and as we know from the RVX graph the impact of rvx-208 in DB, CVD with low HDL was observable within 15 days (the 1st dipstick) (but not statistically significant until the cumulative impact built).
8. I now know that
RVX is capable of doing regional deals as evidenced by Hepalink and I am beginning to understand how a regional deal strategy could be very powerful on a number of fronts from trials to exclusive downstream distribution and marketing rites.
9. Don indicated in his Bloomberg interview that Resverlogix is in discussions with a number of companies regarding the sale of the company. He is doing this while continuing to build it's equity (obviously). He will not give up Resverlogix for a bargan price because he doesn't have to and Eastern (Ken Dart) and NGN won't let him give it up cheap.
10. With each presentation and discussion that Don, Dr Wong, Dr Johannson and others have with interested parties
they are able now to point out that they have at least one BETonMACE phase lll trial approval received and this is a very big deal because IMHO it means
the rest of the deals will get done. 11. Resverlogix has established a beach head in San Francisco thus moving it in with a large community of developers.
- Finally, the combined Crestor x rvx-208 patents in numerous countries is a tremendous asset in-and-of itself and has had little attention. Also, I'm excited about how rvx-208 and Crestor team up, with Crestor working the LDL component (bad cholesterol) and the cascading epigenetic effects of rvx-208 including (and proven with no doubt p=0.001) causing production of ApoA-1 (functional HDL - good cholesterol) which then sweeps the soft fatty lipid cholesterols(the ones that break loose and cause strokes and heart attacks) off the arteries and delivers them to the liver for elimination from the body, thus reducing MACE.
So there really is tremendous good news and lots of business momentum IMHO. The market is clearly lagging and that is to be expected. But we are getting to those points when things will start to kick.
GLTA DYODD
Cheers
Toinv :)