Re: RVX ANNOUNCES LEAD DRUG APABETALONE PUBLICATION AND BIO 2016 PRESENTATION
posted on
Jun 02, 2016 03:11PM
Kelsee wrote: "I/we have attempted to predict what DM will give us in many past updates, unfortunately I/we are usually way off the mark, so this time I will not go that route, lol... Don, our eyes, ears and wallets are focused on what you have to say Tuesday... good luck all, regards, kelsee"
Well, Kelsee declined to go that route, but I will. Here is a list of the questions we on this board, including Kelsee, helped compile prior to the March Q1 Corporate Update that we sent to the RVX management. For many of these questions we didn't receive in depth answers, so those questions still apply to the upcoming Q2 webcast. For questions in which DM or Mike Sweeney provided info, their paraphrased answers are transcribed my me.
As you may recall, the bulk of the Q1 webcast (~20 minute of the 35 minute webcast) was a BETonMACE clinical trial update from Mike Sweeney. That left DM with about 15 minutes of talk time for the Q1 webcast. Sarah previously communicated to me that DM's presentation at BIO International 2016 will be 13-15 minutes in length.....so DM has about the same amount of time to work with for Q2 update as he did for Q1 update.
Milestone checklists are often shown at the quarterly updates. The 2016 milestone checklist for the Q1 webcast listed the following (only the manuscript one checked off):
1 (unchecked): Confirm a second clinical compound candidate - RVX-?
2 (unchecked) Announce a second licensing/partnering development deal
3 (checked) Four manuscripts published; 1 done, Atherosclerosis Jan 2016 (My note: now with the RVX-208 diabetes study published in Metabolism, this is 2 done)
4 (unchecked) Addition of three analyst coverage programs in 2016 (My note: so far just updated Zacks, Stonegate Capital and Van Leeuwenhoeck Institute in 2016; no new analyst programs)
5 (unchecked) Phase 2/3 Orphan Indication Launch - 2016, PNH and/or Dialysis
6 (unchecked) European Society of Cardiology (ESC) Symposium (in front of 600 Dr.'s) AUgust 28th, 2016 Rome, Italy
7 (unchecked) Completion of FDA required animal work
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