tada

I have been amazed for a couple of years that AZ has (apparently) not tried to get control of apabetalone + Crestor combination patent. The question is why? Surely AZ is aware of RVX and apabetalone. 

So why?

1.     The science is still not proven enough for them to take a chance? Comprehensive about the ASSURE failure even with the strong post hoc findings.

2.     They feel there is no need to worry about someone else jumping in at this stage?

3.     They intend to wait until the end of the trial or beyond before they make a move? (3 pt mace is an unknown)

4.     It doesn't fit their corporate vision?

5.     Don wants too high of a price for any type of deal?

6.     They have their own BETi in research? I think this would evident if they were doing trials.

7.     There testing on apabetalone has made them cautious?

8.     This is a new and unique drug with a very different, multi-modal MOA, so it is wait and see?

9.     Is there a lack of credibility with a small biotech from Calgary? (Don' past reputation)

10.   Do other scientists at the various conferences have issues with the science? I've seen no evidence of this because we do not receive feedback from RVX. This makes me wonder.

11.   Lack of FDA approval for the BETonMACE trial? (hence low credibility with BP)

12.   Trials in the EU lack credibility?

Don has said he is always talking with BPs but he also admitted he is not getting access to the senior people. If true, why are the people at whatever level not suggesting to their senior managements that they should meet with Don?

The quality of people on the BoM steering committee is very high and their profiles are high. One would think this would generate some very positive attention. Perhaps biotech is a very crowded BUT apabetalone is leading edge science (potentially) and thus should stand above the crowd.

As I recall enzalutimaide was on the market as a SOC drug for mCRPC for a few years before Pfizer paid $24 billion for 50%. Perhaps this is what it will require of apabetalone UNLESS Don can strike the right price in a CVR.

Anyway, it does seem that Don's strategies at this stage (perhaps for leverage) are to go around BP with deals such as Hepalink. It may be a real shocker for AZ and Pfizer if this drug ends up in the hands of a small player that suddenly becomes a major player.

Just a few thoughts rambling in my brain.

GLTA

Toinv