thanks for posting this and the slides.
Reading it while looking at the slides I am tempted to get all excited about the near term prospects for RVX. But I have to ask....What would I EXPECT Don to say? Of course he has to be his usual confident self. He calls getting approvals based solely on BOM a "long shot". He sees the bolt on trial as taking 18 months (so 3 years?). Then there's the possibility of a another full phase 3, which I don't even want to think about.
Nevertheless, I can't help but be cautiously optimistic about the next couple months. In my view, RVX and Zenith are both likely to be acquired. The million dollar question of course is the price.