GAC

Good for you. I've read ahead all posts including todays old news press release and I agree with fouremm, BDAZ and others.

When a company with such a great story releases old news like "Re: Apabetalone induces apoptosis of latent HIV-1 reservoir cells following viral reactivation" and uses this to invite investors in to kick the tires then something is terribly wrong with their entire business building perspective and framework. I'm shaking my head in disbelief. This smacks of desperation at a time when RVX and even Zenith should be anything but desperate. There is far too much good news for both companies.

When companies, individuals, politicians, etc do not have a thorough understanding of "their brand" they cannot and do not control their brand and thus become vulnerable to others who will manipulate perceptions of their brand to fit their own objectives. Clearly, all of Don's time in the past couple of years has been spent scrambling to get $ into the bank account and complete BoM successfully. The last thing on his mind is managing "the brand". I'm sure that would be absurd for him to think about. He expects (and I hope and I've been betting on it for 10 years) that apabetalone will hit it out of the ballpark and all problems will disappear. But it may not achieve optimum value if the "brand" is NOT managed to position this achievement for the scientific breakthrough that it probably will be if BoM is successful. The first "epigentic" drug to delay time to MACE events. It will be the first in CVOT. It is unique. It is directed at unmet CVD, DM and possibly many other indications such as CKD, HIV, Fabry, Alzheimers, MD, retinal conditions and probably a litany of inflammation indications. This is all mind blowing to me to say the least and the story is not being effectively told...very frustrating.

Of course if apabetalone ends up dead at the SSRA then I'm a fool. But the billions of $ in CETP(CEPT???) inhibitors sure lead lots of scientists and BPs astray for years so I'll be a fool just like them. Hey, it's science.

I'll stop myself. I'm beating a dead horse so I won't bring it up again. I hope today's presentation went well but my cynical side says to me not to expect today's presentation to close the gap between Beacon's NPV of $8.50 and the $1.29 close today . The "manipulators" are in control of the brand...lol.

Toinv