Re: Deal Closing?
in response to
by
posted on
May 29, 2019 09:41AM
narmac .... nice synopsis, in my mind. Short term financial positivity thru top line if the offering goes well, and a conservative hedge against the future and library of indications and molecules if top line is not a "boom" to some extent. I think it is a good move, even with a 1000 backdrop scenarios to ponder.
Ohhhh yeahhhhh ..... These are going to be "trying" times the next few months, waiting for "real" news. It's all "noise" till top line, if you're longgg. Like everyone else, I am continually wondering what it all means though, love reading the theories, and the "what if's" and thinking about calculations also though. So much respect to the medical, science, and financial minds delivering so much quality thought. Keeps me awake and on my toes, and it is making me a little more intelligent about these things as well. Intersting experience.
I do believe RVX will get thru top line by hook or by crook, at this point. So the belief in the science is the pillow I rest my head upon at the end of the day, after agonizing thru all of the craziness day to day. Staying solvent, and getting positive top line results.
I do like that there are seemingly survival contingency plans being readied, potentially. Even if top line does not deliver, whatever is gleaned from BoM will be useful post-hoc, like the data from P2 that led to BoM design ... just hoping BoM is on target by design given previous data, and delivers based on what was learned from P2, since we have good looking safety and a "path to approval" ..... would greatly prefer to not wait 3-5 more years.
Anyway, nice summary post, ... gooooo BoM ... the science elves better be hard at work this morning crunching data, no breaks except coffee and potty!
In the immortal cinema words of Judge Smails from Caddyshack ....... "Well, ... we're waitingggggg" ......
gltALLĀ