Re: BetonMace Phase 111 Trial opinions...
posted on
Jun 05, 2015 09:05AM
I agree with your observations Kelsee. I've held RVX for many years but only started paying attention to them sometime around late 2012 as I recall. I've read posters reflecting thoughts on RVX and Don back through the 2007 and before and it seemed they (RVX) were much more loose with their information controls. I believed that with the spinoff that created Zenith that RVX was extremely confident about the ASSURE trial's potential for success and as we all know the PAV regression was -0.4% (p=.08) vs. the target of -0.6% hence the extreme market reaction. A longer trial may well have achieved the target. The post hoc MACE reduction findings may well have been in part a result of the -0.4% PAV regression. I remained steadfast on the science as I still do.
Since July 2013 I have seen nothing but continuous good news and progress in scientific understanding.
What I have also seen is Don taking a more professional posture in his presentations and being more conservative in his timelines and commitments. I also sense a significant increase in confidence as reflected by Don, Eastern Capital/KD, NGN Capital and now Hepalink. My read is they they know what they've got and they believe in it and thus they a steadily pushing ahead. Don is not going to sell out cheap. I believe he, Eastern and NGN will push for full value.
JMHO GLTA
Cheers
Toinv :)