Simple business logic ... would seem to make Sep 16 look like a "magic" date. The potential timing of the study, DBL, TLD, potentially ESC, and then Sep 16 Third Eye ... this was my initial theory after hearing the Sep 16 date. Why choose that date of all dates, why not just pick Sep 30, or Oct 15, rather than leaving it open for a continued "dance of 1000 veils" with Third Eye?!

What we don't know is the tone of conversations and dealings with Third Eye? Is this a date they all feel good about? Is Third Eye trying to play a little rough and forcing the hand, being inched along because it is better for them financially overall for RVX to hit on TLD? ... but getting testy with the dragging out of things and giving RVX a hard date to "sweat" about to get the show moving with some answers, and maintaining some timing pressure/leverage? Who knows, could be any number of things?? Including pressure from their own Third Eye investors/contributors? In any event, if TLD is not available by Sep 16, we will all be sweating both Third Eye again, and TLD, without knowing the internal dealings, pressures, conversations, tones. In the end, there are people with greed/fear motivated conversations going on daily I would suppose?

TLD Cash Position - There may or may not be immediate cash upon positive TLD data, but with positive outcomes across one (or more) endpoints/indications, there would surely be MORE options for RVX, and MUCH better leverage. Likely many more investors (new and old) wanting to talk about partnerships, deals, financing, etc ... much better position than just simply being broke with the landlord calling/texting/knocking for late rent several times each and every day while you sweat out the final semester of your degree and job hunt (been there haha). 

Banks/investors/financiers can drop a heavy hand per the B&W text on a contract ... but they can also take a step back for a re-write of terms and mutual opportunities any time they like as well, if they see a bigger/better opportunity for themselves and/or their funding sources and backing. My impression is these are the types of conversations RVX is having (and sweating) daily with those looking for their money security and ROI.

With positive TLD, RVX/Don are back in the saddle with highly negotiable leverage relative to the strength of the BoM TLD data ... but "if" poor TLD data, then the banks, big investors, and financiers are highly likely calling the shots going forward and looking to guarantee as much capital preservation/re-capture or value as possible, unless another "angel" appears with a LOT of patience, a LOT of patience ...

I would "hope" many of these contingencies are being discussed and worked out in advance! I would also think (logically) there are some BP's in contingency discussions for both scenarios as well. This is a pretty big deal for the science/healthcare in addition to the financial opportunities obviously, with likely a ton of internal and discreet illumination (under non-disclosure NDA's) that the retail market will never hear about till the tell all books come out down the road "someday" (or over scotch and cigars) haha ....

While we retailers are peeping through a knothole for a small glimpse of the ball game ... there is a lot going on all over the field, in the dugout, the clubhouse, the bullpen, the owner's box, the farm system, development leagues, and scouts out at the high schools and colleges looking for additional and future opportunities ... VERY DYNAMIC situation, and pressures in a lot of areas, for a championship team to happen, when you think about it ..... and RVX is on a shoestring working on The Manhattan Project of healthcare right now.