Re: Richmond Club presentation
in response to
by
posted on
Apr 03, 2016 07:48PM
Sanfran, excellent points. As per my posts I have been quite frustrated lately and yet I have posted comments about what I consider Don's chess game and from your comments I see that game playing out to the next moves. A second regional deal, if similar to Hepalink, could be a further move toward an integrated downstream production and marketing organization like Hepa provides in China. Then BP will have to buy into the added value created by this OR RVX just proceeds on it's own.
I still believe that Don and Dr Wong realize they have a blockbuster drug in rvx-208 (apabetelone) but far more than that they have a scientific approach and platform for drug development that seems to be far advanced beyond competitors regarding BET inhibitors. This applies to Resverlogix and Zenith. I see both of these companies as drug development and production companies in epigenetics.
A partnership with a pharma would add to the chess game. I can't quite imagine what it would be but the possibilities are numerous. Amazing that Astra Zenica is not in there yet given the rvx-208 x rosuvastatin patents held by Resverlogix. I'm willing to bet they have talked but Don will hold out for a vary high price. When this goes to market there are mant years of protected cash flow (at least until 2029) and profit in a rapidly growing market.
Perhaps the most significant aspect is that the interest and momentum in this area of science is increasing rapidly.
I think we all understand that Don, Dr Wong, Eastern, NGN and Hepalink are pretty certain that they have "the real thing" even with just rvx-208(apabetelone) none the less all of the epigenetic drugs that are spun out of their proprietary approach. So if a pharma is interetsed I do not think that Don will price anything cheap. He just needs enough partners to keep trials moving and spread the risk and create a defense vs dominant partners.
Cheers and GLTA
Toinv