So I finally got caught up on all the great thinking and I appreciate the protocals on scientific papers explained by bear. All parties (scientists, the public, investors, etc) will be exposed to the scientific findings at the same time. The scientific conferences do not only provide exposure they also provide opportunities for discussion and idea sharing. But there is no obligation for RVX to share their research is there? Obviously they want investors and scientists to know.

What if a bunch of suitors, perhaps even BPs, have already been checking out RVX and BoM (e.g. Pfizer is kicking the tires over at Zenith with the TNBC trial). If positive TLs are released to the public at large in order that everyone is exposed to a level playing field and a company or companies start approaching RVX in private discussions immediately after the TLs, then I assume the same rules apply to them on each new release of research findings. Or could a company lock this up in a CVR deal in which each new release is a milestone? I doubt that any company would because the only biotech CVR I have seen(very limited research on my part) was a medium sized biotech bought and they already had products on the market  and there was a CVR added on a drug they were developing.

Anyway, I'm wondering what will happen on the business side as the science moves along. One thing that will happen is it should be easy to raise capital to get apabetalone through FDA/EUDA approvals. Will that be the trigger?

A positive BoM TL should generate investor interest at Zenith and perhaps lead to liquidity but I can't imagine the share price going through the roof until the RVX royalties start to flow in 4 years but it could be a good buyout target. If BoM is positive I'd like to see a NASDAQ for Zenith Capital.

I too am intrigued by the requirement to pay 3rd Eye the full $11.5 million on Sept 27th. It probably means they'll just extend the loan but they must be close on this because they need money. It seems some financing is the wings, it must be a significant amount ($11.5+current debt+operating expenses for the future) and that they are confident of generating TLs by the 30th.

Does anyone think that a positive BoM TL will provide a share price that will allow RVX to go back to the market to provide funding to get through FDA approval including all of the sub-trials?

Where is Rothchild in all of this?

Just rambling and trying to get my head around this.

GLTA

Toinv