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Message: Re: eGFR.....
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Feb 09, 2020 09:33AM
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Feb 09, 2020 11:14AM

Cancun ... I would like a buy out also, if valuation is $4-5b+ ... not less, not at this point, with science, safety, unmet needs, and BT status ... with more coming possibly?

I think there could be an excellent "partnership" scenario though, if we can't get the whole enchilada in 2020. Let's say we get another BT status, and/or eGFR & CKD looks excellent perhaps even ground-breaking. That is another indication, and increases odds of a "hit" and therefore increased visibility and confidence with Mr Retail. But what "if" BP only wants to go $2b RIGHT NOW for this yet to be FDA approved drug? ...  there is "NFW" that Don, the BoD, Hepa, Ken, and the gang go along with that number given 20 years of risk, labor, groveling, blood, sweat, tears ... especially on the recent news and rejuvenated long term enthusiasm and outlook.

I know you would be drinking margaritas forver at $2b, but not happening imho.

So ... "what if" ... another BT designation, PLUS a partnership with BP for the next round of accelerated study financing operations and new studies, and perhaps with a substantial chunk of change up front for ROFR, future rights, or whatever other label we want to call it? ... with another BT designation, an "interim" partnering deal leading to future buy out (at pre-specified milestone value ranges?) and/or at least firm capable development and distribution in the future? ... could send RVX pps soaring imho

Clear path

Notable legitimate partner legitimizing RVX

Big brother for financial security

Vision of the future commercilization ... whether star factory with Mktg/Sales/Distribution or as a future part of selected BP

Still in favor of a buy out personally, even at a somewhat discounted less than "max value" deal, but I do think there is a potential for a partnering deal that secures the short term and illuminates the long term ... to immense shareholder value.

JMHO's though

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Feb 09, 2020 01:26PM
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