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Message: IR - "but all I can tell you at the moment is that we believe we are making real progress towards achieving our goals."

Thank you fuzzy. You flushed out a valuable bit of information from RVX regarding the upcoming AGM and pre AGM expectations.

 

I’ve been in the communications strategy business for over 30 years and my impression is that Chris is a skilled and sincere PR person. The impression I received from his email to you is that it is designed to precondition expectations (soften the blow) for the June 20st AGM.

 

Specifically, it reassures shareholders that RVX is working hard to solve a very tough problem. Then it cautions us not to expect too much because this is a very complex process and challenge.

 

Here is what I believe we’ll see in the AGM presentation;

  • Mr. Excitement will be in a chipper mood and state how nice it is to be back in front of shareholders to discuss all of the exciting RVX developments.
  • We’ll then see a bunch of rehashed science slides, which have been moderately refreshed. These slides will represent 95%+ of the slide deck and 95% or more of the presentation time.
  • There will probably be a new slide on the most recent BoM2 trial design, possibly even with tighter timelines.
  • The FDA breakthrough designation will be mentioned and a statement about what an achievement it is to have done this.
  • There may be a comment about good relationships with the FDA and that the FDA had been very helpful.
  • Perhaps there will be a slide on a BoM2 steering committee members and the high level of scientific achievement they bring to the science.
  • An update will be made about Eversana and how helpful they have been.
  • There will be a comment or slide about the extension of the Hepa loan deadline and what a great thing it is too have Hepa as a partner.
  • The business and financial section will be extremely brief and will be a statement something to the effect of “there are many exciting financing/partnerships well into discussions but we cannot disclose the contents at this stage due to confidentiality considerations but we’ll keep you posted when a deal becomes concrete”.
  • He’ll end with  a chipper “Mr Excitement is thanks you for coming out”.

 

Questions from shareholders will be staged, brief and limited in terms of participants.

 

I offer no apologies for my cynicism. Don has earned it.

 

I remain long because of the science and I’m accumulating shares when I can.

 

I offer no investment advice. It would be laughable if I did.

 

GLTA. I appreciate the various views on this board.

 

Thanks again fuzzy for your efforts.

 

Cheers

Toinv

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