narmac - I believe you just restated our biggest problem. Epigenetics is not mainstream and to take that step by pharma is proving to be challenging. DM has mention this in presentations for years and we have discussed it a number of times on this board. As wonderful as the "multimodal" effect that ABL is, it cuts the grass on other products that many pharma's already have.

A pharma with products in the cardio, diabetes, liver and kidney markets have to be sure the economics of bringing out this new product won't dramatically affect current revenue streams to the negative side. That is apparently a pretty big problem. Getting a new patent for the combination of SGLT2i/ABL and having that patent protection for 20 years now should be the biggest part of the business decision after they are satisfied with the science side. Of the company's that produce SGLT2's the ones with the least time on their patent protection should be the ones that would be highest on the list of potential suitors.

Where the technology market readily accepts new technology the pharmaceutical industry is proving to be quite challenging. There are signs that this is about to change. When it does we will be ripe for the picking, both RVX and Zenith. Although I don't expect a deal to be announce this year I do expect to hear something very positive not to far into 2021. IMO the tides are about to change on the entire epigenetics market.

tada