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Message: Re: What's the deal with Zenith?
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Jun 21, 2023 04:54PM
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Jun 22, 2023 07:41AM
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Jun 22, 2023 02:26PM
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Jun 23, 2023 01:54AM
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Jun 23, 2023 02:15AM
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Jun 23, 2023 10:24AM

tada and koo ... thanks for the responses. Definitely eyes wide open for me. I am just glad to learn there is a plan ... even if a long shot.

Pipe dream? ... not if there is a seriously interested Zenith BP, that sees the potential of RVX also, and in particular both combined in their future portfolio ... potentially. Especially one with expiring patents. The pipe dream part is whether a BP would finance an RVX BoM2 study, by purchasing future royalty values of RVX?

And those royalties are currently worthless to Zenith now, and into the future, unless RVX/ABL succeeds.

Is there a BP involved with Zenith, with expiring patents, and feeling good enough about both Zenith and RVX, enough to go deeper with another potential reward if their impact is a difference maker? ... no clue, personally. Yes, could be a pipe dream.

This is all supposition on my part. Reading tea leaves and demeanor, and the ficus of the presentation, and then looking at the real world moving parts that could possibly fall into line.

And I think it is more likely that these ideas, and enthusiasm for them, comes from flirting the idea and some initial discussion, rather than just making up a wild plan and shot in the dark. 

This RVX royalties funding "concept" made it to his AGM presentation?! Can't see that happening without some discussion first. 

Long way to go, just glad there is a plan in the absence of other capital options, and willingness to discuss at the AGM ... even if a long shot with some big "what ifs" ... like, would any BP even be interested in a deal like that, conceptually? ... imho ONLY one with current hooks into Zenith, and feeling good about the epigenetics future, and specifically Zenith (along with the RVX science).

RVX and BoM2 is not likely going to be equity financed, no money, and no acceptable dilution formula. Glad there is a concept (workable in his mind) that Don is excited and comfortable in floating. It's just a path to pursue, rather than continually sitting on our hands.

And no, I'm not buying a boat or vacation home, just yet, or anytime soon. 

... sorry so lonnggg guys ... just a lot to unpack and repack.

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Jun 24, 2023 08:49AM
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