Many RVX investors and longs who closely follow the day to day business activities going on at Rvx would definitely be disappointed that the second license deal was not announced prior to the end of 2016 as I was.
However , is it possible that negotiations with a small regional pharmaceutical company were going extremely when all of a sudden a large major BP came into the picture to buy everything including Zenith . At that point I would think Rvx management would not need a second regional deal if they going to be bought out from a BP and now negotiations are ongoing right now. A CVR type deal would be the best type for risk perspective for BP and they would u takin that $250 million tax credit as well, just speculation but possible.
I also find it very interesting that from the notes from the AGM from either torpedoman or Fouremm from the betonmace trial that management know when MACE events occur , my thinking is that from the 2 DSMB reviews if the test group results were the same as the placebo group that they might for ethical reasons stop the trial . Not sure it would be fair to have participants on such a long trial if it wasn't working to some degree
just another perceptive