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Message: Re: My general impressions
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Nov 16, 2019 03:36PM
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Nov 16, 2019 03:49PM
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Nov 16, 2019 04:11PM
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bfw
Nov 16, 2019 04:15PM
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Nov 16, 2019 04:20PM

Yes, DND is correct - I was referring to the comment that Don was reported to have made at the AGM.  But It is fine for bfw to take exception to that comment because he/she is correct about the current valuation.  My short term negativity is based on the fact that RVX is out of money and trials take time as well as money.  A lot of time as BoM showed.  Investors are impatient and even the incredible fortitude shown by longterm RVX investors has give way at some point, if only because we are all mortal and our beneficiaries may have other things to do with that money.  The drug may succeed, but as an investor, it is infinitely preferable if it does so in your lifetime.  And some RVX investors are counting on a lifespan adjustment based on taking the drug! So, it is fine to be positive here as knowledgable scientists/doctors/researchers but as a business proposition our back is to the wall.  Or is it?  Maybe Monday will change things a bit in that regard.

Jupe

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Nov 16, 2019 04:38PM
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Nov 16, 2019 04:39PM
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Nov 16, 2019 05:30PM
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Nov 16, 2019 09:40PM
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