I see on Stockhouse that some posters think that this revised royalty arrangement may be related to an upcoming licensing deal. I guess that's possible.
Perhaps it is a licensing deal that includes more than the apabetalone formula - perhaps it includes some formulas that don't raise APOA1 by more than the previously specified threshold (perhaps formulas that might work upon heart/liver/kidneys in other manners in the overall cascade - formulas desired by parties such as (potentially) Novo Nordisk or others). That might be the case. No one knows for sure.
But I still am left with the question of how the revised royalty arrangement compensates RVX shareholders for the apparent new coverage of the royalty arrangement to formulas that (it seems) were not previously covered by the old royalty arrangement.
I am left thinking that there must be more to the story - some explanation for this. But at this point I don't see it.
Hence I'm a bit confused and look forward to clarification from the company as to what is or is not going on and what the big picture is behind all of this.
SF
