RE: RE: RE: Concern Just wanted to add to your excellent post narmac. Keep in mind that none of us have seen the real numbers yet for the 24-week and 26-week (for SUSTAIN and ASSURE, respectively) effect of RVX-208 on HDL-cholesterol, apoAI, and HDL particle size. While the topline ASSURE IVUS data that will be announced end of June will be the most important catalyst, don't underestimate the value of publication or presentation of the levels of HDL-cholesterol, apoAI and particle size. So far all we have are SUSTAIN p-values. I think there's a good chance that some of these values could be revealed for the first time end of May/beginning of June.
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Norman Wong could reveal some of this data at his presentation at the National Lipid Association meeting 5/31/13 at 4:50−5:10 PM entitled" Transcriptional Regulation of the ApoA-1 Promoter". Or perhaps something could be revealed at Steve Nissen's June 4th presenation at the European Atherosclerosis Society presentation entitled "Therapeutic options to induce regression of coronary atherosclerosis." Both of these presentations come conveniently right after the May 28th meeting date for voting on the Spinco.
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So in response to bfw, I don't see the share price dropping after the May 28th meeting date. If anything, it will keep creeping up in anticipation of the end of June IVUS data, and possible the beginning of June HDL/apoAI data release. All IMO.