I guess the bottom line for RVX is that revenue flow is a very long way off. I "wishfully" had hoped that Don's talk of licensing deals for the various compounds to other biotechs would generate some revenue and perhaps that can still happen. We do know that independent researchers are testing apabetalone on their own without paying any money to RVX. Even a bit of income would be a very positive sign.

I still do have hope that if apabetalone passes futility on 3 point MACE it will spark interest from a BP, perhaps enough to lead to a CVR type deal. And there are also the other trials which could build credibility.

It is interesting to watch. Here we have a unique drug designed to fulfil unmet needs in CVD, CKD, diabetes and other unmet needs and yet it's stock price is declining as we approach futility. I guess it makes sense for some shareholders to get out (take profit???) before what could be a failure in not meeting 3 point MACE. Lot's of uncertainty here.

The other value I see in RVX and Zenith are that they are "epigenetic compound creators" with many compounds developed and yet, other than Eastern, NGN, CD Ventures and a few others, this does not seem to be factored into the value at this stage. 

Just rambling here.

GLTA

Toinv