Biotech Values

[mcbio]

Unless everything we know about the Reverse Lipid Transport pathway is wrong, I think the drug will work. Could everything we know about RLT be wrong? Sure. Could there be trial quirks in ASSURE that prevent us from seeing the signal? Sure. There is clearly risk here.

The bottom line is if ASSURE fails, anyone invested in RVX is going to get VERY creamed and, as investors, we HAVE to respect that.

David, thanks very much for chiming in here on the subject (and responding to me on Twitter). On the efficacy front, iwfal questioned on here before management's comments that there is a 26% reduction in cardiovascular risk per 1 mg/dl increase in apo-a1 (#msg-81610383 ) as seeming very high given that apo-a1 comprises a large component of HDL-C and an increase in HDL-C as a whole only reduces risk by only 2-3% per mg/dl (#msg-81663552 ). Can you explain this apparent discrepancy?