Icono ... really like your view on this, I have been trying to say similar things, only less eloquently.

It appears apabetalone is VERY safe, and has great data in combination with various certain other drugs. And possibly more patent filings related to those combinations. From a competitive viewpoint with BP, apabetalone could be a huge competitive difference maker for differentiating efficacy within certain Rx/Tx classes, a potentially large benefit to "a" competitive BP now, and for potentially 10-20 years ... in addition to just getting apabetalone to market for patients.

And who knows at this point how many (if any?) other BTD's are coming, and the impact on Renal, Cognitive, PAH, other, etc ... in addition to 20 years of RVX R&D, people, knowledge, molecule library, and overall commanding leadership position in epigenetics. Imagine how a large BP would handle future studies and indication, given their additional resources, relationships, infrastructure, experience, track record, etc? 

It's hard to believe that there isn't a partnership/buyout looming in the near future, or that current non-liquid finances will allow this "opportunity" to just die on the vine so close to ripening. RVX looks desperate sometimes with finances, the "silly" warrants offering etc., and yet seem to be doing NOTHING to pump the stock. And, Don has clearly stated there is no shortage of interest and potentially available cash, and that there is a need for partnership going forward. At what level/circumstance/value/cost?

I find that all intriguing, in combination. Writing "seems" to be on the wall, pending certain things for "valuation" it would seem?

I would be shocked, and call it CEO malpractice, if there weren't several negotiations going on with at least "rough draftt" deals drawn up with varying linked valuations/milestones, as "go" points. Do you sell now for $1-2b? Or, eak along waiting for regulatory BTD's, and notification of clear path that triggers a completely different valuation? ... we are talking about billions incrementally potentially ... that is a lot of bread, relative to a time-frame of 3-24 months (with a few more milestones as value triggers potentially).

One day I am in Cancun-mode, give me $5-6 pps and I am out safely and happily with a large gain. The next day (post-BTD), I want $16-20 pps minimum. With a few more BTD's, my greed will likely want $40-60 pps.

I think/hope it will become a lot more clear iwithin 1-3 months, even if the investor benefit takes a few  ore years possibly?  

We just don't know what is going on behind the scenes. 

P.S. - jmho's and personal takes. Sorry for the long ramble folks, it just builds up and erupts sometimes lol :)