Resverlogix Corp T.RVX

RE:RE:RVX management

[toinv261]

Thanks Jkj.

I also try to learn from everyone's posts...from the science to the investment to the management. I also use my posts to collect my thoughts and think out loud.

So I have just a few more rambling thoughts of little value to anything but just on my mind.

1. We all know that money flows into RVX for the right reasons - the science.
2. We know that Eastern/KD, NGN and Hepalink have teams of scientists that would have analysed Resverlogix, rvx-208 (apabetalone) and many other of their compounds and probably have studied the future of epigenetic potential in depth.
3. We do know that apabetalone increases Apoa-l at highly statistically levels. This is known and extremely important because it is functional HDL.
4. We also know that apabetalone effects multiple pathways such as complement, coagulation, inflammation, and metabolism...it's effects are multi-modal.
5. Some, including me, have speculated that the complexity of the MOA is probably very difficult for investors and analysts to understand. Perhaps investors need a single and direct effect to be demonstrated and of course this may occur with BoM or many of the trials prior to BoM.
6. We know that the BoM trial as well as the FDA approved zen3694 mCRPC trial have attracted very esteemed and world class scientists to their steering committees. So there are very bright minds and knowledgeable scientists involved.
7. We also know that science takes time.
8. And I think we know that RVX is getting the good news out to segments of the science community and some potential investors.
9. What we don't know anything about is the interest of BP. For example, are they highly interested but Don is holding out for huge $ OR are they just skeptical and willing to wait?
10. I believe that Don's chess game, in my view, and as I conclude from the Hepalink deal and the possible next regional deal is that Don is going around BP and he is creating a production and downstream pharma. After he has that leverage RVX could just remain and independent company with royalty flows to Zenith Capital OR it could be the target for a large pharma deal.

So as I was thinking about Don (and all of my criticisms of him) after doing my last post I started thinking about my own corporate experiences. In my corporate life in research and brand positioning I had the pleasure of working with (it was no pleasure to them as I was not as empathetic as I should have been) creative people in the largest ad agencies in the world. These people are very bright and also very tempermental because brilliant ads are worth millions of $ to the client and don't happen often. 

So I started thinking about Don being the business side of RVX having to work with the brilliant group of creative scientists in RVX and their scientific partners and it occurs to me that it must be a real challenge to him. Science is about foundations of "knowns" and a future of unknowns but educated guesses. Don is pretty much their servant. He may be asking "when do we get this and where are we at on that?" and the answers may not be as concrete as he would like. Hence perhaps explaining part of the lack of concrete commitments on his part of the agenda. Don must be collegial or his scientists will leave and take their knowledge with them.

Anyway, I keep trying to get my head around Don. I hope tomorrows Zenith update will be concrete and professional.
GLTA
Toinv