RE:POWER AND PR OF BIG PHARMA-DOC SURVEY AT ACC 15JK,
Thanks for sharing. Since RVX-208 is an HDL-raising therapy, it was not really appropriate for this question regarding pipeline of LDL lowering therapy. Lots of comparisons as of late for Esperion vs. Resverlogix clinical trials and why valuation of RVX is not paralleling that of ESPR. Simply put, all of Esperions phase 2 trials have nailed their endpoints. No bumps along the road. ETC-1002 has a known mechanism of action whose expected LDL-lowering benefits gave been achieved with every trial along the way. The road has been bumpier for Resverlogix. What was first touted as a therapy to raise apoAI transcription and HDL levels is now know to have a much farther reaching clinically benefitcial effect. Only late in the game was RVX-208 discovered to be an inhibitor of bromodomain with an epigenetic mechanims. So the mechanism of action, the endpoints and the target population have evolved, albeit in a good way, for RVX-208. Once Phase III is approved, this is all history and instead of dwelling on these bumps in the past, the spotlight will shine on the prize ahead and the chance to get an HDL-raising, MACE-lowering drug to a population with currently limited therapeutic choices.