Re: Another variation
in response to
by
posted on
Mar 04, 2021 07:48AM
Imtesty
Your most recent post is why I love our board and community here. Thank you.
It's my view that the primary difficulty with RVX is that this drug is jack of all trades and master of none.
And so just when they get FDA BT status and think they really "know" all pandemic he*#*+ll breaks loose in our world and it turns out that this drug may help that too.
And so the potential valuation changes over night as a result. And herein lies the problem.
On one hand, you want to get ALL the value you can from a drug in all its wonderment. On the other hand, there is probably not a single BP who's strategy and portfolio covers all that this drug potentially offers.
And so we are perpetually tortured as investors because this is a breakthrough drug with the seemingly never ending dilemma, that being should RVX keep searching for their holistic BP buyer who is willing to pay for all drug pathways, OR should RVX figure out how to divide and conquer it's jack of all trades into individual card pieces, OR should RVX just go it alone, see their entire hand all unfold, and go all in on the river in search of the holy grail?
I can imagine it's a tough call to make on this once in a lifetime monster hand we have been dealt. The good news is that I've got to believe this is the year to see all the cards laid out on the table.
Anyway, really great find imtesty and I appreciate your posts always!
10BagR