Tada - I understand, however I wasn’t suggesting apportioning value to one indication or another and splitting the company up along those lines. In other words I also see the company (potentially) being sold as a whole for all indications that Apabetalone would address, whether that be CVD, CKD or Dementia.

i know this is just speculative babble, but humor me anyway.  DM (allegedly) says that he could have sold the company on Sep 30 for $8B if the primary endpoint had been met.  Then a month later, when he knows a LOT more, he says the EV is about $4B.  So, is that $4B estimate include ALL information that he has, and may even have had on Sep 30, but cannot yet reveal?

Some posts have suggested a value somewhere between $4B and $8B.  Golfyeti figures $20B because (I’m guessing) of the Biogen share drop.  I think that you are also in the $B double digit camp assuming of course that upcoming data reveals are favourable.

So, my post was suggesting that DM was saying look, you can by RVX today for $4B (based on all the research we’ve done over the past 20 years or so) but that doesn’t include all the data that still hasn’t yet been revealed.  Once it has, the company will be worth a lot more because it will prove that this drug works, even though we just missed the primary endpoint.

i agree the FDA meeting is a big deal because it will determine to a large extent what the forward path will be.  Anyway, babble above aside, tick tock.  Well know a lot more soon enough and many more unanswered questions will be answered.