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Message: Pfizer's plans for research: sounds like RVX!

https://endpts.com/putting-buybacks-on-hold-pfizers-ceo-is-plotting-a-string-of-important-phii-deals-in-the-year-ahead-youve-been-alerted/

The focus now is on the pipeline, Bourla explained to analysts in their Q4 call, which will be augmented “with mid stages R&D programs through targeted bolt on business development opportunities. As I referenced before, we should continue seeing these type of activities in the first and second half of this year.”

Our strategy for M&A it is to be able to have Phase II, Phase III programs priority Phase II Phase III, which could become potential medicines in the period ’25, ’26, ’27, ’28 so that we can augment our internal pipeline and be able to maintain the 6% growth for the long term, actually, for the very, very long term because it’s right now five years I would say it’s so long term.

This sounds like it has RVX written all over it.  Note that Pfizer is stopping share buybacks so that they can use the cash to buy out smaller companies.  Pfizer says they don't want to do huge deals...but smaller ones which don't destroy Pfizer.

I have no information more than this group already knows, but my thinking is that matters are coming to head soon...most likely after Breakthrough Therapy designation is decided.  

Between the Hepalink IPO document (FDA is constantly talking to RVX), Eli Lilly CFO and now Pfizer, there are not that many small biotech companies that fit all those requirements.  RVX has to be front and center now.

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