Re: Web replay of Yale Presentation from NYC...
in response to
by
posted on
Sep 29, 2015 06:21PM
Thanks BDAZ.
I just watched the presentation and thought it was remarkable, thorough and demonstrated that RVX as a company is attracting a very highly talented team. It also revealed the depth of understanding about rvx-208's MOA and impact on so many markers. On slide 72 they talked about a coming analysis of rvx-208's impact on 1300 biomarkers if I got it right. This could lead to another leap-frog in understanding (and hence lots of new insight to add to the road shows).
On slide 74 they referred to having a bank of many compounds. I'm not a scientist but this implies to me that a significant component of the strength of this company is the underlying understanding (e.g. models) of epigenetics on selective BRD inhibitors thus giving the ability to use this understanding to develop various molecules for specific conditions (e.g. they have models and are not just shooting in the dark). This is like an intellectual and production factory (sort of limitless in potential). Same for Zenith Epigenetics. Makes for another business possibility. Using these processes to produce drugs for other companies.
From this I feel that as the trial moves forward there will be a continued flow of knowledge about the MOA and other processes of rvx-208 which will continue to get the attention of the scientific communities and hopefully BP.
The business analysis was far more effective than anything presented before. Nice to see. The reference to more "regional deals" could imply they may continue to become a downstream marketer with significant patents and production and distribution partners.
Don's comments when questioned about a NASDAQ listing was "soon". I do wish I could believe it so PMW. He also said they have had meetings so it is encouraging.
All in all it's great science and having the blood bank seems like a powerful asset as they can continue to link new knowledge to macro data in order to explain effects.
On the safety issue I assume that the independent body that monitors the (double blind) trial must be analysing the "test" group for safety with rvx-208 using many measures. So perhaps they see the absolute risk in test and control groups as the trial progresses. So I'm curious that if they see significant differences early in the testing in favour of rvx-208 reducing absolute risk vs control group that there may be a provision (or even obligation) to pass this to an independent oversight review group? However, I sense that once the trial is designed it must proceed to the end unless there are safety issues related to rvx-208. Since rvx-208 has so far had a strong safety profile I guess the trial will go to the end based on it's design of 250 events???
Finally, so great that they showcased their scientific talent. That is a powerful change. Show the world what has been achieved by this little company.
Regards
Toinv