Re: My New Year's wish if for RVX to get a deal structured similarly to MYOV...
posted on
Dec 29, 2020 08:17AM
That deal format looks eerily familiar, just change a few numbers. I would take that deal in a heartbeat also.
Is Covid (BoM2 recruiting) really slowing down a BP partner deal? Is Don/BoD hung up on a "big" number reach? Does RVX currently lack the internal business acumen, experience, and expertise to get it done? All valid questions, probably a combination of things slowing things down from the previous deal enthusiasm for YE 2020?
With the Ori deal, and now the Sheik, still lots of positive signs, too bad we can't get the same (or similar) peak behind the curtain to see and know EXACTLY what has these recent financiers excited about the future of RVX, as an investment. With virtually no real efforts to move or pump the pps in the retail market, beyond scientific presentations aimed at moving the science/medical positioning forward (a good thing).
Still a highly speculative stock, it's on the penny stock "pink sheets" in the U.S. for goodness sakes. Would love to see a bounce to the Naz but it appears that's not gonna happen. Still seems to me that RVX is pretty much focued on the big dollar investors to keep the lights on, while pursuing a home run deal (in multiple parts). Apparently, some insiders and big dollar investors like what they see. Wondering if the Sheik and Ori comprise the third option money, if needed for leverage or maybe even "reality," potentially? ...
In my 30+ years in the medical business, not sure I can ever recall a drug or device getting approval, or to market, on time. RVX is near the finish line, but with no guarantees of course. Really, at this point, hopeful for a BP deal soon, or if option 3 occurs then hopefully a revisit of the Naz for some retail fun along the way (if enough money/conditions can be met).
Pretty much resigned to a 2 year wait/window for BoM2 interim data, at this point, with "maybe" a BP deal and decent pps bump sometime in 2021.
I guess if I wanted a sure thing, those RVX dollars would still be in J&J, Disney, and Coca Cola.
Still long, still strong, still impatient.