Now that I can type up a message without fear of it being a complete waste of time....I will pose this question.  

What is DM to do?

XXXX inhibitors failed, Merck's candidate having gotten all the way to the end of phase III but the results weren't considered robust enough to warrant applying for new drug status.  Clear.  But regardless of the results, the Analyst types who crunch the numbers so as to assign a pipeline valuation, they still put lots of zeros to the tune of $1 billion + for these failed drugs.  

Now what's DM supposed to do?  The number crunchers now have a bit of egg on their faces imo...given the lofty valuations they assigned to drugs that all failed.  And DM is gonna tell them, "NO NO....Apabetalone is different".  The same guys who were led to assign huge valuations based on the advice of the high foreheads at the Pfizers, Mercks, Eli Lillys etc...(I forgot the last one)...

Now they're going to be convinced to assign Apabetalone a high pipeline valuation coming from a cash strapped little Canadian biotech?  While the science types at the Big Pharma got it wrong, the science types at Resverlogix have gotta be right....

FWIW I get the differences, that Apabetalone targets more than just reverse cholesterol transport....which should translate into more robust performance, at least that's what we hope and believe.  But until it is proven, I think we're stuck where we are......get the FA out and maybe that will change some minds.  

Does anyone know if the FA....is it just going to be a redux of what the DSMB gives us?  Is it simply going to be (assuming its thumbs up of course) notification that there are no safety or efficacy concerns and that the trial should continue without changes.  Or is it possible that we could be given, at least an indication of where RRR is.....it has been over 2 years now since the first patient was dosed after all.