While I agree, RXi is reliant on sd-RNAi technology (with Samcyprone not so much though), I don’t think the company is touting it as “breakthrough.” Maybe it’s just the term “breakthrough” where we disagree. I go back to Dr. Cauwenbergh’s comments from a cc in February, where he lays out the market potential and describes the scarring alone as a multi-billion dollar market, however, there is only a small percentage of that market where RXi is focused. Maybe I read into it as a conservative hedge by Dr. C but I would not consider “breakthrough” technology as pursuant to a niche market. Again, this may be the difference in how we both perceive the term “breakthrough.”
Cosmeceuticals, yes, is a huge market, and probably the quickest area where RXi can get a commercial product, but you have pointed out the many “unknowns” still to be determined. Not to mention, RXi is not a marketing company. They would need to find a partner experienced in getting product into the hands of consumers.
Risk/reward of a $15 million market cap with promising technologies but being cash-strapped is a matter of opinion. Sure, there is a possibility of going to zero if sd-RNAi and Samcyprone both fail. If the trials show otherwise, the company may need to dilute to raise cash and survive until that windfall you talk about comes into play.
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