bfw, I agree yet I think you are conservative on your estimates for the following reasons;

1. RVX already has a down stream partner and we know the royalty and production $ ratios for China, Hong Kong, Taiwan and Macau.
2. More regional deals will/may be completed in the near future.
3. Regional deals of the form of Hepalink will get BP concerned.
4. AZ needs to replenish it's product pipeline.
5. The market is much larger than those with DM with CVD and low HDL. e.g. CKD, dementia and various inflammatory diseases.
6. The patent lock ups achieved by RVX regarding rvx-208 and Crestor which last through 2029 in North America and throughout many countries provide both down stream and go-to-market opportunities through regional deals.
7. Eastern, NGN and Hepalink are not in this for a $1 billion revenue situation. They know that the ongoing annual revenue for this product is far bigger in North America alone none the less the Asian market which is rapidly moving toward a North American lifestyle and hence obesity, diabetes mellitus and CVD.

So, who knows. What we need to know now is a concrete statement regarding BETonMACE phase lll trials in Europe and the Territories. This will provide the vote of confidence in the long history of positive science achieved by rvx-208 and will also give substance to the epigenetics of Zenith and their huge portfolio of epigenetic platforms.

Cheers

Toinv :)