-Because RVX-208 is aiming at a chronic condition it has to be safe for a very long term. Due to the developmental nature of the Resverlogix program there is obviously no evidence to support it will be safe for multi year use. This coupled with the fact that there has been safety concerns expressed regarding pan-selective BET inhibitors probably puts doubts in some investors minds (painted with the same brush). The RVX team has made some attempts to address the differentiation of RVX-208 (BRD4-BD2 selective) vs pan-selective BET inhibitors from a safety perspective but I don't have enough scientific background to discuss that.

-RVX has never had a trial that was an out and out success. Even though alot has been learned from each trial it still leaves doubt in investors minds.

-RVX still, after a great deal of management talk but zero walk, does not have any first tier analyst coverage. This is critical especially for a company whose stock has badly burned MANY retail investors over the years. I personally know a number of investors in this category who steadfastly refuse to put any money into RVX until such time as a CREDIBLE analyst puts forth a positive analysis. Management likes to blame it on the fact that a company needs to have a banking relationship to get coverage. While there is a little truth to this it is mostly BS as I am aware of a number of biotechs with credible coverage from some houses where the company has no banking relationship with all the analyst firms they are covered by. Additionally last time I checked RVX has a $68 million relationship with Citi and Joel Beatty MD of Citi is a very credible biotech analyst. When I have mentioned this to RVX it elicits a great deal of double talk and excuses. I hope this latest promise of new coverage comes true in the form of not paid for, first tier coverage. I think it would go a long way in investors eyes.

While I think RVX has made great strides in many aspects of scientific and business development their communication with the investment community is still obviously very amateurish, actually pretty much non-existent.