Re: sounds like a lonely someone needs a hug ..
in response to
by
posted on
Jun 17, 2020 10:01AM
SanFran ... I "get" the frustrations, we ALL literally have them day to day. So, I am not here to battle you over your conveying of thoughts and feelings about RVX. I actually like hearing the good, bad, and ugly, to help keep myself grounded. My reality right now is extreme frustration at times over lack of communication but mild confidence we are nearing something material, and meaningful for investors. We have a BTD, a pending FDA letter, and a pretty straightforward comment that "we are not doing this without a BP involved" ... and we have data showing "why" certain BP's would have interest and potentially very strong interest. The dominos appear to actually be in place, with timeing and execution yet the mystery. Can't say for sure that "execution" will ever take place of course, after all it is a speculative stock with a promising yet unproven compound clinically.
I know many of us have been through this before, perhaps many times over 10-20 years. But it would seem to me the rubber simply has to hit the road, one way or another, ... VERY SOON. Patent life is ticking, makes no sense to not act as fast as possible for proceeding with studies and partnership, and the debenture looming in September.
Do you take any comfort in the BTD, FDA Letter, and discussed BP partnership discussions? ... with some degree of resolution and significant promise coming soon? ... and likely within a 2-3 month vacuum most likely?
Or are you just so fed up with waiting and disappointment, that you refuse to believe that the curtain will actually get pulled back soon with substance revealed?
I am very optimistic, but will be evry disappointed also if some level of partnering deal (or phased buy out) is not announced by September. We can't expect announcements about what is "in the works" until ink dries - not good for RVX, not good for partnering BP(s), or a deal in general.
Maybe the important pieces are finally accruing after an exhaustive and continuing study/investigation, and lining up, in this long journey? ... other than passing P3-BoM1, things seem to be in the best position they could be in since I have been involved starting in 2014-15 ish. BoM1 data was awesome, just a poor design, and/or mis-targeted, and it needs to be refined for success.
C'mon Don/BoD ... connect the dots ...
FDA Letter -> BoM2 intelligent design -> BP Partner(s) -> Execute BoM2 -> NDA -> BP Buyout (or somewhere along the way as confidence & de-risk occurs further).
... with a good shot at much better pps along the way, especially on the front end, and toward the back end of that path ... all imho's and assuming Don doesn't have an affinity for Federal prison.
jmho / glta