I am a new member of Agora but have been following the RVX forum from afar for several months now. I don’t have a science background and I am a budding retail investor. I began taking interest in RVX less than 3 months ago. I have tried to read anything and everything I could find about RVX, Apabetalone, the BET inhibition “technology” and the BETonMACE trial.

While there is only one primary endpoint, I don’t think topline readout should be looked at as a binary event. This is because the various secondary endpoints can be viewed as phase 1 and phase 2 studies. If Apabetalone is as revolutionary as the results of the phase 2 post hoc analyses lead some of us to believe then 1) BETonMACE will at a minimum hit various secondary endpoints with flying colors; 2) post hoc analysis of the BETonMACE trial results may reveal new positive findings about the various mode of action of Apabetalone. In my view, the value of BETonMace resides in the potential breakthrough clinical data it may generate. As CEO DM stated on the April 18 PR: “The trial’s extensive breakthrough clinical data will soon be available to Resverlogix. Successfully meeting the trial’s endpoints, the substantial data set and otherwise new findings would enable the Company to further solidify its apabetalone program as the world leader in epigenetic BET protein inhibition.  Resverlogix is well positioned to advance therapies for several multi-factorial diseases with significant unmet need, and confirmation of our epigenetic technology would greatly change both the cost effectiveness and efficacy of future medications”.

So my theory BETonMACE’s end game goes as follows: if the trial can result in 1) and 2) as described above then the company will be able to sign a combination of lucrative collaboration and capital infusion deals that will lead to a significant rerating of the company’s market capitalization within 3 to 12 months of the announcement of those deals. I would like to think DM & Co have been working on defining the broad framework on commercial/capital infusion deals with various BP companies. In conclusion, I don’t look at the BETonMACE topline readout as a binary event. Having said that, the risk of the share price getting severely hammered if BETonMACE misses its primary endpoint is very real. I welcome other members’ viewpoints on my theory.