HDL articleJkj, thanks for the NIH article on HDL cholesterol.
And thanks BDAZ for explaining it. I recall you discussing CEPT inhibitors previously and it seemed to be related to a large trial of perhaps 30,000 patients. I believe they have demonstrated significant increases in HDL but no proof of reducing MACE, hence, if memory serves me they are continuing the trial to test MACE reduction but have no evidence to date that MACE will be reduced.
To me think about this massive, costly trial that will probably not yield end success then think about the brilliance of the BETonMACE trial which went to phase III and is far less costly and think about all of the remarable post hoc multi-modal MOA findings.
To me the story about apabetalone (rvx-208) is it's unique epigenetic approach and we know from the combined SUSTAIN/ASSURE trials that apabetalone reduced 5 point MACE in patients with diebetes mellitus and CVD and low HDL from 21% to 5% in 210 days of treatment (relative risk reduction of 77%) and this has enormous health and economic benefits.
- We know that rvx-208 results in increased ApoA-I which in turn results in functional HDL (which it seems is able to pick up cholesterol from the arteries and transport it to the liver to then be removed from the body).
- We also know now that rvx-208 has multi-modal beneficial effects on apoAI/HDL, complement cascade, coagulation cascade, inflammation and glucose metabolism.
To me Don has all the information in his presentations but the messages are not coming through even though he continues to repeat the same slightly evolving information. He needs to be able to explain
- the whats - what RVX has we learned and do this in very clear, understandable approaches for each separate target market.
- then explain why tihs important in terms of clear end benefits - particularly important to investor audiences.
- Then explain the business aspects (which is where Don should be focussed) - market sizes, growth, economics, patents, revenue sources,etc.
As an example Resverlogix needs a David Suziki or Bob MacDonald (Quirks and Quarks) type presentor...someone who can communicate science to non science audiences and do it with passion, commitment and conviction.
I believe the science stuff should be presented by someone like Dr Sweeny who will be able to organize the flow and the story and give some excitment as to why RVX science is so great.
The progress has been so incredible and the messages are very exciting and should be told with excellence.
Anyway, it is a great time to buy!
GLTA
Toinv