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Message: Re: Deja Vu All Over Again
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Mar 10, 2022 03:30PM

Actually, the most interesting slide from my perspective is slide 13, in today's Virtual Investor Conference, showing BETonMACE2 with an estimated cost for Resverlogix of $15-$20 million. This amount was original $30-$35 million as per slide 10 in the December 16, 2021 commercialization update. Also, in the 50/50 (HL/RVX) split, the clinical cost estimate was reduced to $30-$40 million from $60-$70 million. Don said that the cost per patient is much less for BOM2 due to RVX safety record and that less lab work would be required, presenting very good cost savings for us. 

All in all, it was a pretty good Conference. Don was very calm in his presentation. I'll give him 7 out of 10.

 

Koo  

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