Not giddy, and not sure how to absorb the presentation and data at this point. Feeling a little underwhelmed, and nervous. encouraged by cityslicker & Bear's take on things though, these sterile clinical presentations and environments are typically "cold" as it is a highly critical type environment.
Soooo looking forward to more opinions and thoughts, and Don's "spin" on Monday, hopefully he can tell us a little more regarding the positives, thoughts on moving forward, etc ...
If RVX is worth $4b right now, with these results as they sit now with the primary TLD miss and secondary endpoint data known, then it would probably be worth a lot more down the road sometime with more studies ... but I would be just fine with selling it now for $3-4b or $12-16 pps ... to a BP that can take the science and run with it, and finance the future studies and R&D.
I realize that Cognitive is coming, and "could" be a game changer though.
Looking forward to Don's spin, and market reaction (I think?).