I found the Beacon report quite interesting in so far as being well organized and it explained BET inhibition, RVX's place in the space and it's lead in CVD, the complement system and apabetalone's role in this system. Well done.

One thing I found interesting on page 11 is that Pfizer's drug Lipitor achieved peak sales of $10.8 billion/year.

On page 16 he estimates that sales for apabetalone should be able to achieve sales of at least $1.8 billion/year (17% of Lipitor's peak year) based on CVD & CKD. I don't know if I understand this properly but it strikes me the apabetalone number seems small in relative terms given that in CVD apabetalone is targetted at some of the 70% of CVD patients (CVD + DM and low HDL) with unmet needs. I recognize that this does not include some of the other indications and nor does the $8.55 share price target.

I also realize there are many variables, one being the final selling price of the drug.

And of course the value of the corporation in terms of it's scaffolds, processes, patents and other IP and the potential for breakthrough science could cause some suitors to see much greatter value.

I'd welcome any thoughts on this.

It is fantastic to finally see a qualified independent analyst covering this company. Perhaps it will attract more analysts. Wouldn't a NASDAQ look good now but I'm sure, based on what Don said, that is not in the cards.

Don only has a few months (the net from the $87,000,000 + the $8,000,000 from the Hepa FROR) before he'll be out of cash.

So, we need

1. Approval of the Hepa $87 million (hence IP protected).
2. A successful futility analysis.
3. Don's blockbuster financing to be announced.

and then we journey onward and hopefully get the Fabry trial and others moving.

The clock is ticking Don. Don't party too hard at Christmas unless you have your act together.

GLTA - it's been a good week and remember everything has been positive and progressing since June 2013.

Toinv