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Message: Seasonal Sweet Spot

The primary reason I am in RVX is the BTD. I know it is no guarantee of success. This is the one thing that is new over the past several years and just shored up their direction with them in June. A pretty good feat given the Covid Debacle and impact on all Non-Covid molecules. They have managed to spin that in their direction although it is less certain what that will bring. Sure they missed the mark last fall but they never have had the benefit of direction in consultation from the FDA helping to point the way. It doesn't guarantee success but it does increase the likelihood that Big Pharma wants to play. I think it is a good chance we jump in price over the next short while if that is the case.  Hard to find a better priced late-stage small molecule pharma like RVX at around $250,000,000. I think companies like Pfizer are investing again ie Tril and I am hopeful they or someone equivalent may consider a run at RVX if Hepalink is receptive or unable to offer something of reasonable value. Even if they decide to go the upfront payment route I think this is could. Then again my timeframe hasn't been taxed to the extent of others on this forum.  In any event we are heading into a seasonal sweet Spot for Pharma's and they will want to fill their pipelines before year-end.

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