Re: Strong Movement Today
in response to
by
posted on
Sep 02, 2015 01:53PM
The one thing I think about with rvx-208 is that there has not been one setback since June of 2013 and before the end of ASSURE ALL of the progress for this drug has been positive.
The setback in June of 2013 was caused by the failure of rvx-208 to meet the primary end poing of PAV regression of 0.6%. PAV as an end point was chosen as the primary end point based on their scientific knowledge at the time of the trials design...probably back in 2011 and early 2012.
The progress since June 2013 has been remarkable.
They may very well have an 8 year lead on epigenetics and related patents as Don often states. And the fact that Watson (or perhaps Crick) the discoverers of the structure of DNA (The Double Helix) stated that epigenetics offers huge potential for the future 10 years ago and RVX was listening and shifted in that direction sure is a good sign to me, particularly given their experimental evidence over the past 8 years.
Then I add to this that Don really does believe has has blockbuster drug and is not going to give it away cheap and I'm pretty comfortable on the payout.
These are just my perceptions which I have done from memory so DYODD.
I remain long and wish RVX was better at getting the message out but they are trying.
So now we need to hear about the first BETonMACE phase 3 dosing in both Europe and China.
Cheers
Toinv