Great post Kelsee. Thanks.

With Dr. Wong being a key speaker it is indicative of a number of factors from my perspective.

1. BP is generally not innovative and they have been outsourcing R & D.
2. As a result, BP has fallen behind on key developments like epigenetics.
3. If I recall correctly Resverlogix shifted into epigenetics somewhere between 8 and 10 years ago if not longer back than that. This may well be why Eastern Capital, NGN Capital and now Hepalink are so heavily invested in Resverlogix.
4. The RVX shift into epigenetics resulted in rvx-208 with indications for cardiovascular disease, chronic kidney disease, diabetes mellitus and a range of chronic inflammatory diseases.
5. The shift in RVX to epigenetics also resulted in a portfolio of epigenetic drugs for diseases in various cancers and these patents and processes were spun over to Zenith Epigenetics.
6. Dr. Wong, Dr Johannson and Don continue to spread the epigenetic successes achieved by rvx-208 to key scientific communities, BP and investors.
7. I believe that the credibility of epigenetic approaches is beginning to accelerate rapidly within the scientific communities.
8. With each new discovery made about the MOA of rvx-208 through the micro-assays, pathway analysis and predictive modelling this drug becomes understood at it's most fundamental level and hence RVX is getting closer to understanding WHY rvx-208 dramatically reduces MACE events. As this story continues to unfold the interest at BP will continue to rise.
9. Also, as the MOA of rvx-208 becomes more clear I believe the value of the multi-national combined patents of rvx-208 and Crestor (rosuvastatin) will increase dramatically. There is an awakening and awareness that is increasing for this drug and there is certainly a huge need for rvx-208 globally.

Tomorrow, July 8th, will mark the completion of the deal with Shenzen Hepalink and I am willing to bet Hepalink will dedicate huge resources and intense efforts to getting into the trials in the Territories. They can taste the billions of $ they are going to make and they will do things efficiently and fast and because of their influence in China they will cut through the red tape. Hepalink adds an entirely new dynamic to Resverlogix and hopefully will be an excellent partnership.

July 8th also marks the date when Resverlogix can continue and re-double their work on other regional deals.

One of the challenges that Resverlogix has been facing is the challenge of selling innovation. Investors are typically conservative and go with the tried and true. The FDA, because of the nature of their responsibilities and the complexity of science is very conservative. rvx-208 is truly an innovation. It is an entirely new mechanism for the creation of drugs. I think with the rapid acceleration of the field of epigenetics and the continued understanding of the MOA of rvx-208 we will seen significant increases in interest from BP, regulators and other biotech developers.

The fact that Dr. Wong is presenting at this conference is another indication that Resverlogix is selling their innovation and getting the message out to ears that want to listen.

I believe that Hepalink will get the jump on the trials and, in an adaptive trial model, monitor MACE at regular intervals and if they see a repeat of the post hoc ASSURE/SUSTAIN relative risk reduction of 77% in diabetes mellitus patients with CVD and low HDL they may well make an early bid to buy out Resverlogix. I think it would be safe to say the Hepalink fully understand what Don, Dr Wong, Eastern (Ken Dart) and NGN want out of Resverlogix financially. This would be another coup for China.

Anyway, just a bit of stream of consciousness thinking to help me arrange my thoughts on a beautiful summer day at the lake.

So DYODD and GLTA.

Cheers

Toinv :)