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Message: Re: BTD Values
6
COX
Feb 16, 2020 09:37PM
5
Feb 17, 2020 05:21AM
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Feb 17, 2020 05:27AM
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Feb 17, 2020 05:47AM
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Feb 17, 2020 06:08AM

Yeah, that is an interesting article. If the article can be taken as accurate and at face value, then the future looks bright for RVX.

Multiple BT's statuses are significant, might we get another one? ... yes, please?

Potential patient population (Diabetics/Cardio/Renal/PAH/Cognitive/PAH/Other)? ... check!!!

Unmet needs? ... check!!

Safety profile? ... check!!

Blockbuster potential? ... check!!

Pipeline? ... check!!!

Competitive BP marketplace? ... check!!

Easy to see why DM/BoD/RVX are holding out for some milestones, rather than unloading for $1-2b under financial pressure. The silence is deafening, and hopefully, in a good way for good reasons.

Don is like a scrambling QB going against a tough defense and into the wind, dodging a fearsome DL and blitzing LB'ers, keeping the play alive and buying time to find a speedy WR downfield breaking loose from coverage. Feel like we are in the 4th Qtr now, maybe even the 2-minute drill, driving for the game winner. Don't settle for the tying field goal, go for 6 and the win! Keep your eyes downfield Don ... but know when to get rid of the ball!! :)   

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