Re: Interesting.
in response to
by
posted on
Nov 23, 2021 10:33AM
10-41, I agree that the EVERSANA relationship is a positive factor. The job description was an eye opener although I'm surprised it is a new position. Great find. Thanks.
Also the point you raise about EVERSANA's connections to potential investors, payors, clinicians, etc is a very positive vote for RVX because it implies trust that RVX will deliver plus it implies hope.
There are other positive factors on the business side. The ORI Capital debenture conversion was a very positive vote in future business potential in my opinion (and as noted previously by other posters). Given ORI's ROI objectives they will only tolerate Don for so long before they start to leverage their BOD seat and put on the pressure.
I still find it very difficult to understand why with all of the billions of $ in the USA and Canada being invested in biotechs that RVX is not doing conventional financings with USA and Canadian biotech venture funds, particularly since Don has been obviously struggling for many years and constantly undervaluing the company and selling short and shorter on every deal.
While there are varying opinions (thankfully because that is the reason for posting) regarding the Newsora deal at Zenith my opinion is that this is just another example of Don not having a grasp of the numbers and market potentials. Hence he is always dealing as an underdog. Not a position of leadership as the leader in epigenetic medicine for both companies. It's a matter of attitude - if you are the leader then act like it in everything you including the valuations on financing, the image you project, the media and spokespeople you choose to represent your brand, etc. Showcase your scientists. Afterall they are the reason you exist.
I wil admit that if the ship arrives back from Morocco full of enough gold to finance the Covid trial and BoM2 (with plenty of buffer cash for the futility analysis and the funding of HIV, etc trials) I'll be a very happy camper. We'll see. :)
Has the dosing started yet?
GLTA
Toinv