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Message: Re: Inflammation!!!!!!!!...
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Jan 20, 2020 07:52PM
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Jan 21, 2020 09:30AM
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Jan 22, 2020 09:18AM
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Jan 22, 2020 10:38AM
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Jan 22, 2020 11:21AM

tada ... RVX seems positioned beautifully (except for cash haha)

1. Still Early stage (but close) with much of the groundwork laid ... check

2. Safety profile ... check

3. Stellar early data pointing to vast potential oppoortunity in areas of unmet need ... check

4. No "real" epi-genetics competition on the immediate and near term horizon ... check

5. IP & Pipeline for future further R&D ... check

6. A more relaxed FDA environment for unmet need ... check

7. Competition among BP's for maintianing current markets, and controlling future markets ... check 

8. Clear path to commercialization? ... waiting, talk is cheap

 

I still think regulatory disposition sometime this spring is a huge key for present & future valuation, and deal making ...

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Jan 22, 2020 01:58PM
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Jan 22, 2020 03:01PM

Jan 22, 2020 04:04PM
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