RE:RE:RE:RE:RE:CONONDRUM REPEATSI completely disagree with you JK. Representation at science/medical conferences is extremely important, regardless of oral presentation or poster presentation. Poster presentations are often of more overall value than oral presentations, especially if the oral presentation is of the shorter 10-15 minute variety. Poster presentations allow for much more one on one interaction with those who come to your poster and are more casual and less rushed than oral presentations. Some conference attendees prefer viewing posters and interacting with the poster presenters moreso than going to oral presenations. So don't underestimate the value of poster presentations.
From a science/medical perspective, RVX-208 has some issues. It has not been a linear path from conception to now. The primary MOA has changed once they realized it was a BET inhibitor. They used to think that its primary affected endpoint was to increase apoAI transcription and HDL, which was statistically significant but still modest effect (especially compared to HDL changes elicited by CETP inhibitors, which keep failing clinical trials). Now we know that changes in apoAI/HDL are only one of several cardioprotective effects of RVX-208. Then there's the "failure" of ASSURE, which we know now, due to post-hoc analyses, was due trial design and a combination of wrong endpoint (IVUS plaque volume vs. MACE), patient population (now we know diabetic, high-hsCRP, low HDL are the best responders), potential statin synergy (crestor better than lipitor), and likely other trial design details like length of trial, etc.
Now we are in Phase 3 BETonMACE and the bumps in the road from the previous paragraph are now behind us. However, these bumps are still baggage. Many attendees of these conferences have been around for a while and have likley seen presentations from Resverlogix over the past 10 years and have a memory of these "bumps" And there is still no BET inhibitor that has passed a Phase 3 trial (RVX-208 is the first one to make it to Phase 3). And there's another drug (Jardiance) that has already been approved for lowering cardiovascular risk in diabetes (though IMO the RVX-208 effect on MACE reduction is going to blow this out of the water). And CETP trials are still ongoing. RVX-208 is still swimming in this pool of distractions. Continued representation at science conferences is very important, even if a poster, to keep getting the NEWEST RVX-208 message out and help allay some of these concerns.
As for the other points from a business, finance, and investor relations/communication end of things, I completely agree!
BearDownAZ