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Message: Re: Deja Vu All Over Again
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Mar 13, 2022 09:51AM

Koo and NBB ... I third (is that even a thing??) the motion. Something is going on within the BoD and the whales (Hepa, Eastern, DM included), people with "options and in the know, that keeps the lights on, and continues this path. Apparently with a strong enough positive belief that something worthwhile is coming. There is an opportunity cost for these invested funds, and smart people want to both utilize and protect, and grow, their capital.

Frustrated also with the wait. Resigned to the fact I may have to wait 2-3 more years to get to BoM2 interim reports. But also hopeful that Covid shorts the wait, and accelerates the timeline through a variety of possibilities.

Very happy to hear about Covid P1 & P2 progressing, and BoM2 getting close to commencement. These things must be paid somehow, and with a $6mm debenture note coming, I am thrilled to see the clinical future (and big spends) still being planned and mapped rather than battening down the hatches for survival.

Despite our limited views which scream "Warning, Will Robinson, danger ahead!" (reference for we old timers), RVX seems and "appears" to be planning and going full throttle without money worries.

We just don't know what is actually cooking in the oven, but it smells good. Even if there are some ugly ingredients we don't like.

And dilution sucks, but if that is what it takes to become a $5-20b company in the next 2-4 years, with some combination of Covid/Diabetes/Cardio/Renal/PAH solutions, then okay.

Really hopeful for Covid breaking down the first door though, soon. For initial commercialization/sales. And also/maybe, hopefully a quality deal, with BoM2 looming and some actual utilization/approval and additional safety proof achieved via Covid trials.

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Mar 13, 2022 12:56PM
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Mar 13, 2022 08:12PM
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