Normally, I would agree with you.  But there is one reason why I think we need to pay a little more attention to HL's share price.

I am sure HL has far better information about the future of RVX.  After all, no matter what path RVX is headed down, it needs the blessings of HL.  A buyout of RVX even for $2 billion would be a huge win for HL, and naturally the market may front run that.

The other reason is that corporate disclosure rules in the Middle Kingdom are, shall we say, relaxed.  Nah...make that...leak like crazy.  Let me purely SPECULATE that HL is telling its share holders that they will be able to sell RVX now and get rid of their pesky debt.  Speculate in bold coz I have zero information if that is what is going  on. 

But the collapse in HL's share price before RVX announced it on the morning of Sept 30 is a pretty good indicator of what is going on.  And the volumes in HL's shares after Nov 18 (after Don's conference call) have been triple the normal.