Excellent observation Koo.

My speculation, as other's have speculated, is that RVX is working on something very big in terms of financing through the end of BETonMACE along with all of the other trials. I would like to believe that it is with a complementary partner as happened with Hepalink. Or perhaps someone with complementary drug platforms. Or geographic downstream capabilities?

I have absolutely no idea but I am guessing it is big. Therefore, as others  have pointed out, if Don has a partner that he has been negotiating with and he wants a big price that potential partner will not lock in until the futility analysis is complete because even though there will be lots of great scientific IP remaining if apabetalone fails on 3 point MACE then the "big money maker" will need to find a new purpose and that puts everything back into uncertainty. I think September will be interesting.

A few years ago I used to believe that with a drug like apabetalone, being unique in MACE, and having strong post hocs findings, that a BP might jump in a acquire it. Likewise, with zen3694 and it's potential with mCRPC a company like Pfizer might jump in. However, when I saw that enzalutimide was a standard of care drug for mCRPC for about 4 years before Pfizer bought 50% of it I realized the level of proof required before a BP will pay big bucks. Does anyone have any papers or research or case studies on this?

Thanks to everyone for your great posts. They are very helpful to me.

GLTA

Toinv