Rvx proper valuation
posted on
May 08, 2016 08:55AM
For those Rvx longs very longs, who have been invested in Rvx since the early days of phase 1 have definately
Seen the big ups and downs in SP, from the highs of 28$ to the loess of .15 after Assure results, We have come a long
Ways since those days , we are near the home stretch and end game is closing in. If you ultimately believe in the science one must think that our share price will gradually increase as we get closer to the finish line and the phase 3 final results. It is my opinion that if the results of phase 3 meet all end points that Rvx 208 Wil become a blockbuster drug and we will be bought out at a huge premium. What the number will depend on compatible of successful drugs in the same space ie diabetes or Cvd drugs. I don't have that type of research, but have to think that it would be in the 3 to 5 billion usd range , With Crestor going generic soon, you would think that management at AZ would take a chance on this flier, Rvx 208 could revitalize that lost 5 billion annual sales , if I was management at AZ it would be a no brainer
It would be smart for Az to do a Certifled rights deal by locking in the IP now than waiting for someone to snap up Rvx before they do,
I would think an appropriate deal say 300 million upfront to lock in , than say $1.5 Billion if Rvx succeeds phase 3,
Than another $2.5 billion if Rvx 208 gets approved by the Fda or EMA or both
That valuation makes sense to me, anyone else have an opinion on this type of valuation or deal