Re: Comments on the AGM
in response to
by
posted on
Nov 09, 2019 09:36AM
Obviously we can take the comment of EPV of 4 Billion or 8 Billion as probably discussions with BP over the years based on revenue projections over the course of the patent life of Apabetalonefor CVD to 2034. Assuming the FDA permits an NDA RVX or a bolt on type additon before an NDA is given ,it basically derisked the science to a BP to buyot RVX at say 4 Biilion to 8 Billion . It would be a no brainer based on the huge revenue potential over 13 to 15 years .
I am hoping that that buyout is only for CVD IP and they separate the IP for CKD or Cognitive function for separate deals. Gives RVX much better valuation if the secondary endpoint data is amazing. It would be shame to sell out for $ 4 Billion when the Alzheimer drug potential could be huge. Just looking at Biogen marketcap when up $18 Billion on the trial continuation