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Message: Re: Why investing in RVX is hard right now.....

BearDownAZ, thank you for giving us your background and perspectives. I had speculated about your background many months ago because of the scientific precision and depth of your posts.

I hope everyone reads your post and clicks on the Nature blog.

I sense that you can almost "taste" the underlying molecular mechanisms by which rvx-208 creates it's cascading epigenetic effects...almost like you are getting close to understanding the sequence and patterns of chemical processes in it's production of ApoA-l and the anti-inflammatory impacts.

I'm not a scientist. I studied math with biology and physics as secondary, but I am a bit of a science junky. Many of the books and articles I read are now referring to diseases such as CVD, dementia, Alzheimer's, arthritis, diabetes mellitus, CKD and the list goes on as inflammatory diseases.

This implies, potentially a very long list of disease indications for rvx-208 application OR also the various epigenetic platforms developed by Zenith Epigenetics.

Dr Perlmutter, a neurologist, talks about the importance of LDL in delivering certain proteins that are essential for the production of energy (ADP to ATP) in the mitochondria of brain cells. He points out that this process becomes dysfunctional when the LDL becomes oxidized. My understanding of an oxidized protein is that it loses part of it's capability to bend and wrap in a way that prevents a fit with the molecule it needs to deliver to, hence creates a block in the required sequence to do it's job.

You have pointed out that effectiveness is not just about the quantity of HDL, it is also about the quality of HDL. As I understand it rvx-208 causes the production of ApoA-l which is a critical and significant component of HDL and it does this in an anti-inflammatory manner...hence the HDL produced is functional. AND this does not seem to be the case with other drugs.

Well, I've taken the liberty to ramble on as I am trying to shape my understanding. SO I HAVE OVER STEPPED MY BOUNDS WITH MY RAMBLING AND I HOPE THE SCIENTISTS AND OTHERS WILL CORRECT ANY MISCONCEPTIONS I MAY HAVE PRESENTED!!!

So I'm long and in for the journey. There will be interesting events along they way.

  1. More post hoc analysis.
  2. Greater understanding of biochemical pathways by which rvx-208 achieves the incredible MACE reduction. (this could be a blockbuster!!!)
  3. Approval of phase lll BETonMACE for the Territories (China, Hong Kong, Taiwan and Macau) and Europe.
  4. Possible FDA approval.
  5. The start of dosing.
  6. More regional deals.
  7. There is always the possibility of a CVR sale as the adaptive trial progresses and we hear early results.
  8. There is also the possibility of a buyout from Hepalink as they test the waters in their clinical trials and set their scientists to pure research on this molecule.

Thanks again BearDownAZ and please keep the perspective flowing. It does strike me that there are certain key messages that RVX should be communicating continuously and in BOLD such as anti-inflammatory, non-toxic, reduced CVD, many indications, etc.

Many big events will happen before this drug hits the market.

We all know the markets are huge and we know Don, Eastern and NGN are this this for big bucks so enjoy the ride!!!

Cheers to all.

Toinv :)

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