posted on
Sep 22, 2016 01:32PM
There was an interesting exchange between BDAZ and Toinv on stock house regarding the molecular scaffold that apabetalone and (I assume) many or most of RVX's other molecules are based on. To me, as I have mentioned before, this scaffold or platform may be where the real value in RVX is. Epigenetics seems to be getting more interest all the time and perhaps RVX combined with Zenith with their apparent R&D lead in the space could provide a pharma with a very advanced, from and R&D perspective, program from which a multitude of commercially viable compounds could be produced. Just imagine RVX's R&D with hundreds of millions of dollars of funding behind it. To me RVX's biggest weakness is the lack of funding with which to advance multiple trials in an effacious manner. Perhaps the right CVR deal might not be such a bad thing.