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Message: Re: Eversana ValuationCaseStudy
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Jan 03, 2022 11:00PM
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DBS
Jan 04, 2022 08:42AM
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Jan 04, 2022 01:16PM
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Jan 04, 2022 02:32PM

I just wanted to give a shout out to the one person that recommended my last post which, I agree, wasn't terribly uplifting.  While I hope I'm wrong, which is likely, I think one has to consider all possibilities no matter how unpleasant.

I do recognize that Covid is now rampant and that some people are getting very sick and being hospitalized.  Therefore the opportunity to test ABL is still very much alive and, like everyone else, am waiting for the promised NR that dosing has commenced.

I think we also have to recognize that DM does not operate in a vacuum and that shareholders, board members, partners, and employees of RVX are well aware of the current 'state of play' if you will.  There is no advantage to DM in dragging out something that all of the above people around him know will never happen.  It also wouldn't be allowed because they are after all a public company and can't disseminate false and misleading information. So, logically they all know and expect the same things that DM is stating.  Why it's not happening is the million dollar question but that doesn't mean it won't.  If dosing is now somehow off the table they would have to let us know, and since they haven't yet done that we just have to expect that it will, and hopefully any day now.

P

 

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