Re: Pfizer working with Zenith but not Resverlogix....Is 3 a crowd?
in response to
by
posted on
Jul 01, 2019 07:18AM
GAC/others ... imho BoM primary endpoint is critical to this company, at this time.
While I STRONGLY believe in the science, and ultimately one or more (perhaps MANY) indications for RVX-208, plus "probably" some other molecules in the library, ... the HUGE question/issue will be financial solvency and survivablity to get through another 2-4 years. Or, at what cost, to remain viable in the ongoing research.
I think there is a strong likelihood that the pps will plummet to $.50 or less if RRR misses badly (and without other strong secondary data). We've discussed the possibilities of a slight miss, with strong secondary data to keep RVX propped for the future possibilities, but realistically we would be looking at 2-4 years for an approvable marketable drug/indications ... who is gonna pay for that? Which well to pull from, at what cost in equity, rights, control? How would that all affect current equity positions, and outlook?
It can be accomplished still with a BoM miss, but it would likely be very uncertain and stressful for many, including stakeholders, leadership, employees, financiers ... and with less value in the patent "runway" for back end value potentially.
Let's hope they nailed this study design to make the previous "knowns" and theories with previous data sing a nice little tune, and hit the high notes.
If it does hit bottom again, I suppose I am still in it for the long haul, and would probably add a lot more at $.25-.50 pps ..... as long as the data and science still looks "promising" haha ..... just may need a BP partner at that point to take it to the promised land at a price much less than hoped ..... hope we don't have to find out though.
tick tock