...and its a good problem...

Cardiologists are prescribing SGLT2 class of drugs to their patients - who are NOT diabetic.

I think RVX 208 synergy with SGLT2 extends beyond patients with T2D - and therefore Don M is pitching this to potential partners knowing the eventual market for RVX 208 goes well beyond the T2D population, and gets into the non-diabetic kidney disease population too.

So the problem is: how to structure a deal that either captures that value for RVX, or allows us (RVX shareholders) to capture that value at a later date?  Maybe Don is too far over his skis in dealing with large cap pharma as a result of the extended market for SGLT2?

Generally I like to look at stock charts, balance sheets, income statements etc. I have a hard time wrapping my head around the current market cap and suggested takeout prices.  Having said that, I do agree that there is a valuation gap herenas wide as the Grand Canyon, and I think it partly stems from the aforementioned development with SGLT2 drugs

perhaps that is part of what ORI sees too...we'll see