Re: Merrill Lynch
in response to
by
posted on
Jun 09, 2020 06:04PM
I don't expect anything great tomorrow other than Don saying they are still afloat possibly with dilution. I've been around too long and with no new science or eGFR results I see little reason for excitment. It is sort of refreshing to see the recent trading levels.
However, I'm still hopeful. We've got plenty of promising science...just not enough. The science needs larger samples, longer trials and a refined primary end point. Probably years of trials and a partner to get moving on all of the other trials. I think there is ultimately scientific and medical gold to be found and it will take a big partner who may luck out with another point of entry (Fabry, HIV, etc). Who knows. A big partner could start exploring apabetalone's cousins and more potent variations.
My hope tomorrow is that Don will announce a BP partnership deal but I think that is a long shot. The question is has RVX provided enough scientific evidence to convince a BP to partner up. We are sort of there with Zenith and Pfizer. However, the fact that Don couldn't get (or didn't try for???) funding for the futility analysis and subsequent trial extension to generate the time and sample required to get to 95% confidence on the primary end point in BoM suggests to me it has been a big struggle to keep this ship afloat.
I'm not a scientist and it has been fun to try to keep up with the posts. I see apabetalone as a drug I'd like to be taking with my current conditions for reverse cholesterol transport, production of HDL and reduced inflammation so that it gradually works over the years to improve my situation.
We'll know tomorrow. GLTA and thanks to all for your incredible scientific and other detective work. There is hope in BETi but it needs a lot of discovery.
Toinv