RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:DM- expirations of optionsfour,
re a) i share your perspective on RVX's CEO, which why i unlike others it seems, pretty much discount pretty much everything he spouts
re. b) don't know if you noticed but BoM is morphing into ASSURE II with likely an additional inclusion factor of previoius risk event, bigger numbers and longer "on trial" period; don't know if you also noticed that i believe in some last RVX PR they id'ed being in discussions with the FDA re. addtional studies (2 PIII studies will be required IMO)..and on 21st century it simply won't apply to 208+ as it is already in trials ...lastly irrspective of whatever is being pumped this is not a case of "unmet need" it is an improvement to current SoC (if it proves to be), if it proves to be... RRR can be somewhat misleading, if you go from 3 events in 1000000 to 1 event in 1000000 it is a significant reduction in RRR but on an absolute basis only 2 (also knowing that not all events = death)
c) another thought Lily is just entering a PIII trial with some drug that is additive to statins and targeting i believe same sort of MACE reduction as BoM, but very much CVD
d) i recently read some report re. CRL and companies NR responses...the report basically id'ed that companies very much lie when receiving CRL's to the point that the FDA may soon issue the CRL publicly..seems many companies engage in breaking securities regulations and try to put lipstick on a pig...end result is then shareholders are left to start class actions against BoD's (i know of one recently settled case like this)...i suspect biotech CEO's lie on a regular basis to shareholders when news isn't great