RE:RE:RE:RE:RE:trading?Fouremm...excellent post. I agree with you fully.
Your point regarding communication and message control is exactly what I had been talking about in my previous posts. They are not just poor at it
they have completely bungled it. They should have and
should be viewing their communications disasters from a crisis management point of view similar to when a food product harms someone or a drug is recalled or tampered with.
The molecule seems to have many benefits which seem to be coming out in low profile dribs and drabs. I do understand that communication is occuring at conferences and
getting the change in perspective from CC should help but is sure not evident in the demand for shares. Bengtpress and biotech have provided considerable scientific perspectives re rvx-208. Biotech pointed out that post hoc analysis is always viewed with skepticism because all developers do it and often can't replicate their findings. However, my impression is that biotech and bengtpress remain hopeful for the molecule. So if they are hopeful so am I.
I am also hopeful because of the involvement of Eastern and NGN.
It's probably true that BP and the scientific community in this area of research are fully aware of rvx-208 and have established their opinions. Who knows, perhaps Don is in negotiations with some of them.
Also, as you have pointed out, many investors have been burned by RVX. Perhaps these people will not come back, but the analysts/brokerages may still be watching. Why wouldn't they.
There are still thousands of potential investors (who do not care about control issues but are interested in making a buck) out there to attract, but if RVX does not
take control of how they are perceived (their brand image) and leaves their image to be controlled by the whims of the market they will not be able to excite the market unless miracle results are achieved.
My sense is that
RVX management does not understand the importance of and does not care about how they are perceived with the exception of perceptions among a small group of potential investors or partners
AND this may be fine.
As you and Sanfran have pointed out...it's all about the DEAL and getting phase 2c moving. I agree. That will clearly be the strong signal of confidence in this molecule.
Anyway, this is a long winded way of saying brand perceptions must be pro-actively managed. Given that
they have such a positive story to tell (rvx-208 performance, the quality of the scientists, the interest of Eastern and NGN, etc) it should be told in an interesting manner with confidence and hope and excitement. I don't mean to be negative but no self respecting brand would allow it's image to be (mis)managed the way it has been managed.
Now, on a separate question, are there scientists, posters, etc out there that feel that rvx-208 has, or will have, no medical value at all and should be disbanded?
Best regards
Toinv