Re: Presentation up on YouTube
posted on
Sep 24, 2020 02:34PM
You know, I think there are a few key differences now that are very encouraging ... yes of course the indications/market and unmet need, safety profile, BTD, and better/closer working relationship with the FDA are huge ... but given the SGLT2 interactions in BoM, that is intriguing as well.
Don has stated a deal is likely coming, and has given "paint me in the corner" timeframes for EOY ... a deal is either done, or close, or Don will soon be in hiding. Progressively strong forward looking statements, to go with the various accomplishments which are still short of the finish line.
The focus on SGLT2 compaines is also intriguing, not just because of that particular specific combination success in BoM ... but also strategically for those SGLT2 BP's (patents).
An SGLT2 BP may buy or partner with RVX for future market growth ... and also MARKET PRESERVATION. Imagine an SGLT2 BP with their drug coming off patent in the foreseeable future. That represents a huge revenues loss to generic formulations.
But what if a combination of SGLT2 & Apabetalone not only "safely" IMPROVES the results of your current drug for improved patient efficacy, but also extends your patent life for your drug in combination with Apabetalone. It's a doubly impactful proposition, with tremendous revenue impact in several directions, in addition to improved efficacy. Going from extreme revenues losses to revenues growth for an additional 10-20 years? What is that worth?
... oh yeah, the tax loss carry forward as well? That's worth $1-2 pps for the shares also.
Hmmmmm ..... Let's goooooooooo
glta