Thanks for this RVXoldtimer.  Very interesting. 

So Hepalink wants to go into manufacturing Apabetalone for the whole world, if possible and they are getting a 10% margin for their efforts.

First, to sell into the US, RVX will have to find an FDA approved manufacturing facility to produce RVX208.  Since Hepalink already sells Heparin Sodium API into the US, I assume they must be having an FDA approved factory.

Second, this may or may not help RVX.  On one hand, they don't need to go looking for someone to manufacture our molecule.  So speed to market would be that much faster.  On the other hand, Hepalink  could stuff all manner of costs into producing 208 and earn fatter margins at the expense of RVX.

However, the margins on such small molecules go up exponentially with sales and can easily reach 80% even after accounting for marketing and admin.  So unless there are some hidden royalty agreements, RVX should still hold most of the economics.

Iconoclast