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Message: The European Medicines Agency (EMA)...

Hey Ledenfrog...I appreciate your sense of humour and values. My problem is that when I put down my ideas it does become a stream of consciousness and I could have continued on much longer and probably put everyone to sleep. Was I religious...haha... oh yes I was an an alter boy and AYPA member and I even helped build a church in Lac Suel. But religion ended with the joy of skiing (and some Noam Chomsky).

However, you are now picking up on the extremely important elements of the science. Your point ........."Richmond Club helped immensely when he spoke of the comparisons to hardware and software....rewriting the genetic software, and that software is where the money is."

It's not just where the money is for rvx-208. RVX spun a huge amount of epigenetic knowledge into Zenith and Don, Dr Wong, Dr Johannson, Eastern, NGN and now Hepalink all know it! They have been working on epigenetic platforms for various types of solid cancers and highly volatile cancers and a number of other inflammation based diseases. Remember, inflammation based diseases are significant in many chronic diseases and inflammation is part of aging.

For me there are many excellent posters (and, by the way, where has tundup gone?) ranging from the market perspectives to business strategies, financing and of course the core engine, which is science. I pay allot of attention to the science posters and they make some very important and often understated opinions (which I respect because while I'm not a scientist I am a mathematician and a science junky and I realize it is an extremely difficult and tedious process and it takes time...you can't rush mother nature). Scientists tend to be conservative because they understand complexity.

So one of the things that I picked up from science posters is how they point out the subtle changes (meaning understated by RVX but very significant) in the wording on their website in the description of rvx-208.

For example I've underlined what I remember as refinements to the statements they've used to describe rvx-208.

About RVX-208

RVX-208 is a first-in-class, small molecule selective BET bromodomain inhibitor. BET bromodomain inhibition is an epigenetic mechanism that can turn disease-causing genes off, returning them to a healthier state. RVX-208 is the first and only BET inhibitor selective for BRD4-BD2, producing a nexus of biological effects with potentially important benefits for patients with diseases such as cardiovascular disease (CVD), diabetes mellitus (DM), Alzheimer's disease, peripheral artery disease, and chronic kidney disease while maintaining an excellent safety profile. Resverlogix is planning to study RVX-208 in a proposed Phase 3 clinical trial in CVD patients with DM and low HDL.

I personally would not have picked up on the significance without the science posters on various occasions noting the changes.

So that's why I'm long.

Why isn't BP jumping in. Here are some reasons;

  1. They are large and bureaucratic.
  2. They are risk averse.
  3. They know they can wait but if Don's regional strategies continue they will possibly wake up.
  4. RVX, Eastern, NGN will/are demanding a price and CVR commiserate with long term cash and profit flow.

I do believe that the RVX stock price is grossly undervalued largely due to what I consider to be a very irresponsible top line press release by the Cleveland Clinic at the (and of course choosing PAV as the primary end point - but hind site is 20/20 and we've all seen the learning since) end of the ASSURE trial.

What I see is that the scientific momentum is growing not for just rvx-208 but also the multiple epigenetic platforms at Zenith and more importantly the entire field of epigenetics.

Don and company are out front IMHO.

Cheers

Toinv :)

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