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Message: Checklist -- My 2¢

Not to doo-doo on this, but here's my 2¢. Hey, somebody's gotta post a contrary view.

I certainly appreciate the frustration with the lack of communication and information. That's a complaint with BTI as well. But it's especially inherent in (small cap) biotech investing. They're just not going to tell us much more than they have to.

Many of the questions being asked are things that are part of the ongoing process. I just don't see RVX commenting on most of them for competitive reasons, because they just don't know, or because they are a public company and it's just not wise to comment or speculate about the ongoing process.

The most important concern stated is regarding the loan due in 2017. I don't see RVX providing any useful information on that. At this point they probably don't know. It's a ways off. And, it will likely depend on events and the stock price as we get closer to mid 2017. I don't see them publicly speculating on specific solutions. I doubt they will say much other than -- we're considering our alternatives -- until it's nailed down.

I didn't count, but it looks like the checklist contains north of 50 questions. A bit overwhelming. I would be surprised to get responses to more than a handful of specific questions, if any.

If folks are concerned about the stock price, I don't see any response from RVX moving it up. IMO the stock price will languish until there is significant news or data (or anticipation of it).

On the plus side, what MIGHT happen is that RVX mgmt looks at the big picture -- OK, investors are grumbling so we'll try to do a better job of updating on events as we can. And that's reasonable.

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