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Message: RVX AGM Q&A, post AGM-huddle, impressions

Thanks for your post!

 

The company presentation I posted also included pipeline values (market cap) of Phase III companies in this category.  They ranged from $8B to 13B, before they all crashed on failed their Phase III results.  That's for just high-risk CVD. 

More recently Biogen's market cap increased $15B US over a couple of days on a report that they showed results of potenitally slowing AD progression by 30%.  

Impressive!!

...Not halting AD.  And far from reversing the effects and damage of AD. (biogen news) Imagine the value the market would assign to a drug that demonstrates plaque reversal and cognitive improvment vs just slowed-down cognitive degradation?  That's just for Alzheimer's.

- Yes I can imagine that,... it would be incredible for the patients and the shareholders!

 

I hesitate to post my math on what our market cap should grow to because it seems at first gance, to the untrained eye, to be ludicrous against the current SP.  I take hints from how markets in the recent past have reacted to news and valued companies that have been in the home stretch to having a drug with a decent RRR expectation.

- I wish you would post your math!!

 

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