RE:Point being ..I too feel positive about 2018 after the presentations plus the debt being paid out and having a few bucks to carry on until new funding is found. In addition with a new licensensing deal it might provide funding for the balance of BoM and starting a number of other trials. And Don pointed out that other partners are showing interest in testing other indications. The momentum is growing.
However, as Don stated in the Zenith presentation he picked the most positive patient when he discussed zen3694 results...i.e. he is clear that he is sugar coating his presentations (for obvious reasons).
So I'm scratching my head when Don says there will be top line results for BoM in Q4 2018 when we apparently will not see the FA until Q1 2018. Frankly I don't believe Don on his top line comment. He has done this before. Also, the FA analysis may indicate that a larger sample size may be required in order to achieve the right level of statistical power to give a solid measure of statistical significance at the end of the trial.
Also, we must keep in mind that for every trial started in 2018 some may be short trials but in all likelihood most will take years to complete.
That being said there are now 5 independent research papers published with positive results for apabetalone, the latest being HIV, plus retinal, MD, etc.
Bottom line is that the scientific momentum behind epigenetics is building. RVX has an 8 to 10 year lead on epigenetics and CVD. The big question for me is will any acquisitor jump in before apabetalone achieves BoM success and is then launched in the EU and China, Taiwan and Macau (sp?). Evidence to date suggests to me the answer is no.
I just read a PR piece which states "Over the course of the next few years at AstraZeneca Canada, we are looking to launch more than 25 new medicines and indications, in such areas as ovarian cancer, breast cancer, diabetes, severe asthma and lupus. We're seeing absolutely fantastic science."
Could apabetalone be part of this or is AZ already happy with their portfolio.
Well, I'm rambling again. I can hardly wait to see the notes from the Q & As.
GLTA in 2018
Toinv