Re: BET inhibitors RVX-208 and PFI-1 reactivate HIV-1 from latency
posted on
Dec 05, 2017 05:46PM
Koo, great find and another story RVX PR/IR will never leverage. Apabetalone/rvx-208 seems somewhat amazing in terms of the range of diseases it could impact.
Unfortunately RVX does not have the skill set to leverage from an IR/PR POV.
This article reinforces my perspective that even if apabetalone fails on 3 point MACE (god forbid) there is so much potential for this drug. My concern, which I really should not be concerned about is that if apabetalone fails 3 pt MACE the share price will tank and Hepalink will grab everything and move forward with the science and IP. I don't believe Eastern would come back in under a failure of BoM as evidenced by their Dec 26th line in the sand.
Don has spoken for years about licensing deals. He has achieved the Hepalink China, Taiwan, Macau deal but no other deals at this stage (e.g. such as leveraging the blood samples). When I read the HIV article I thought once again about some pharma coming in and licensing for that indication. The potential seems huge but there is no traction yet in terms of share price.
So from reading the posts some seem to think the $87M + $8M ROFR deals with Hepa will carry RVX through until spring. If so Don has bought some time and during that time the FA will be completed I assume. As I posted before I still believe there is more than a 50% chance the FA will pass. Part of this belief is based on that fact that Hepa has essentially just ponied up $95M and I think they have kicked the chemical and clinical tires. And yet all would not be lost for Hepa if BoM fails because they will have a good shot at the IP at next to nothing.
To me it's all about the FA at this stage. Then it will be all about the next partner Don has secured (if any other than Hepa). From GAC's post re his 22 minute phone chat with Don I sort of get the impression that Don is still casting about looking for somebody. Who knows...I certainly don't.
GLTA
Toinv