Cancune ... it's just a risk/benefit financial consideration, right? Assuming it would be a BP "buyer" rather than "investor" - that seems more likely to me for control. 

If data truly looks excellent in as many of the areas of Cardio/Renal/Cognitive plus maybe other areas potenttially, then the potential market/sales/profit $ are calculated, and then discounted by the risk position at time of purchase? ... but now = a better price. Wiat till the end of the year when data is public and the FDA is on board = a much higher price. Wait 2 yrs for a bolt-on study to "successfully" complete and fulfill FDA hurdles = a MUCH MUCH higher price. But then what if it fails? 

So, a lot of science and financial research will determine when and the price ... if the data is really good, and the FDA is playing nice (or not).

If you are supremely confident that this is a winner you buy it NOW, and get a better price. If you're not sure, then you wait to avoid throwing $5 billion out the car window at 70 mph haha

In some ways, I think the FDA meeting is really the biggest upcoming event because it will determine the outlook and landscape for remaing risk and time/costs for getting to market, to a degree ... and then also the reaction from the science/academia socities after FLD, because BP's will significantly rely on those opinions and support for actually selling the drug to their colleagues, the reason they would be buying it in the first place, for profit & ROI.

Of course RVX, the Board, the investors ... they have to consider the future risks, costs, ROI as well, for coming to terms with what they are willing to give up the "dream" of owning a stock and watching it go from $.35 to $150 ..... for a secured and large satisfying return now, right?

JMHO's though