"....I'm reminded of the "enterprise value" recently published by the company.   It's not what I want or suspect it is worth, but let's start there.  I don't recall exactly what that was, but it was in the neighborhood of $350M.   I think eariler it was shown as $500M.   Why it apparently changed no one knows.   Maybe it has been increased now that that patent is in place(?).  Hmmm....   I'll go with the $500M for discussion purposes...."

The change in the Enterprise Value Estimate is the important question. 

In Feb it was $500 million and in June it was $350 million USD.  I note that the $500 million didn't explicitly say it was in USD.  Is that the difference?

If not, I see two possibilities off the top of my pointy little head.  Some kind of failure that reduces the estimated value.  Or some kind of deal or buyout that values the company at $350 million USD. 

The latter would be OK with me, though if we do get a buyout at some point, I suspect it will be one of those CVR deals that I don't much like.

"....With $500M (plus royalties in the future... something that that quick China pathway might assist with), there's plenty of money in the kitty for Zenith Capital to invest in... yes,  you guessed it... Resverlogix...."

Estimated Enterprise Value doesn't mean "plenty of money in the kitty".  ZC doesn't have any money to invest.  An investment in RVX would be a horrible idea.  The whole idea of separating the companies was to separate the companies.  If ZC is sold or does a big deal, the cash should be doled out to shareholders.