RVXOldtimer ... good post. I am scared to think what it will be like if TLD is disappointing, even with promising secondary data/results. Third Eye in particular has some serious leverage. And, it would be a longgggg wait for another modified/refined RVX-208 P3 study, or Renal/Cognitive P2/P3 .... and a LOT of capital required from weary and impatient investors.
This is a shoestring company (relatively speaking) trying to get promising science in position to get to market and running on fumes - a big bet on TLD with RVX, Hepa, Third Eye, etc apparently going "all in" together, based on the wild potential opportunities with success.
I hope they are privy to promising information and inferences & deductive factoids that are motivating and driving their decisions, that I don't know (yet), ... even though I am firmly committed to "all in" for TLD as well. Hope is not a strategy that banks/lenders typically employ.