So it has been an interetsing time. I'm just thinking out loud here to get some thoughts off my mind.

1. The large order previously mentioned does suggest some interest.
2. Raising the $10 million buys some time.
3. Passing the 4th DSMB is certainly a positive sign with patients treated up to 76 weeks and 1600 enrolled in BoM.
4. The next financing could be an addition to the LOC and if secured by Eastern or others it will be a clear signal of confidence in apabetalone.
5. Or the next financing could come through a new partner and who this partner is will be a big signal about future plans and risk.
6. This is a small trial for CVD (2500 and possibly more) but this implies either that RVX is expecting strong results OR do not have the money to push further. I believe the former although this is 3 point MACE and we have no data on that re apabetalone.
7. We have not seen anything recently in terms of new discoveries about the MOA of apabetalone. Perhaps they have dug as deep as they can based on current data?
8. We really have no new information regarding the zen3694 trial. 
9. And there is no evidence of Don trying to create liquidity at Zenith. This could imply either they are on to something really good or the trial results don't look good at all. The Zenith issue is very frustrating for me however I am still pleased that they divided assets.
10. I believe that Don did not do an IPO on Zenith because there would be no value at this stage.

Bottom line for me is that if BoM succeeds his will be a blockbuster scientific breakthrough and will drive the field of epigenetcics into the future. Likewise, if zen3694 shows strong results on mCRPC it will drive huge interest in epigenetics.

I find it wonderful to imagine this little Calgary biotech that is not on anybodies radar and yet they have achieved so  much. Always interesting that the Americans (Eastern, NGN) and Germans (CD Ventures) take notice and provide their bet of confidence in innovation.

Anyway, apologies, I'm just rambling. I bet we might have a Canadian blockbuster or 2 here but it will be a long time for payout unless BP gets interested and I do not think they will until the end game.

GLTA

Toinv