"Would this explain why RVX pulled out of the kidney conference?  That they really don't have any fresh analysis to report, that is significant?  Maybe they thought they would have something by March end...but finally threw in the towel when it all came to nothing?"

No. Two different things. JAMA publication is simply the formal peer reviewed publication of the primary BETonMACE findings. The NKF pullout and additional data/analyses (CTAD cognition data, CKD sub-study data, SGLT2/GLP1R agonist synergy) are separate animals. Yesterday's publication does not change my opinion on these other items one bit.

"And what does Dr Kalmantar's tweets etc suggest about all this?  Are there any smoke signals that we have anything worth adding since the AHA conference?"

Both Dr. Ray and Dr. Kalantar-Zadeh still seem positive and optimistic about the clinical potential. Beyond that is just conjecture.

BDAZ