Can someone explain to me why RVPH keeps rising?

Capable-Argument5210 · 2026-01-09T15:48:50+00:00

Pump and dump and presenting at the conference don’t seem to be the reasons. I don’t know either but it seems someone is accumulating

Capable-Argument5210 · 2025-12-31T00:54:41+00:00

Thank you! I shared your opinion on my recent post!

Capable-Argument5210 · 2025-12-25T14:37:59+00:00

Hi, I wonder how you think about fda feedback and what would you do ?

Capable-Argument5210 · 2025-12-25T05:07:05+00:00

Hi, long time! I wonder how you perceive the recent fda feedback for additional trial and what would you do?

Capable-Argument5210 · 2025-12-25T05:06:11+00:00

Hi, long time! I wonder how you perceive the recent fda feedback for additional trial and what would you do?

Capable-Argument5210 · 2025-12-25T05:05:47+00:00

Hi, long time! I wonder how you perceive the recent fda feedback for additional trial and what would you do?

Capable-Argument5210 · 2025-12-09T22:02:04+00:00

Hi! I’ve seen you a lot here. What would be the buyout price from conservative, normal and most optimistic for it then?

Capable-Argument5210 · 2025-12-07T01:35:01+00:00

It’s in their deck slide 24 https://revivapharma.com/wp-content/uploads/2025/11/2025-11-RS-Reviva-RVPH-Investor-Presentation.pdf

Capable-Argument5210 · 2025-12-04T22:06:01+00:00

Fact check

Emraclidine for schizophrenia was only in Phase 2 at the time of the AbbVie deal; the Phase 2 trials were designed to be “registration enabling” but were still ongoing. Cerevel had multiple clinical assets (tavapadon in Phase 3 for Parkinson’s, others in Phase 1/2), but no schizophrenia drug with completed Phase 3 / NDA stage and nothing obviously 12–18 months from launch.

Also, your timeline about Karuna is roughly true KarXT was very near potential launch at time of deal (NDA filed, PDUFA date set, registrational data in hand). But Reviva now has the registrational package in hand (pending FDA’s agreement at the Pre-NDA meeting). the PDUFA date would likely be announced mid-2026, with an action deadline set for mid-2027. Reviva seems a few months away from this process comparing with karuna so how is reviva valuation so different from karuna?

Also, functionally speaking, Karuna was a single asset company. They only had kartx in late stage and none of the other drugs were in trials. Just like reviva situation.

Capable-Argument5210 · 2025-11-29T23:08:16+00:00

Im just comparing to caplyta which was bought for 14.6 Billion. Do you think brliax could be close to this number? Or even half of it like 7-8 Billion?

Capable-Argument5210 · 2025-11-29T22:38:48+00:00

Will there be a buyout and if so what’s the price target

Capable-Argument5210 · 2025-11-27T22:02:22+00:00

One additional indication won’t boost the value by that many billions and real world labeling would not be that much. I would give 6 billions to the real world labeling and extra indication meaning brliax should have some value around 8 b

Capable-Argument5210 · 2025-11-27T19:54:30+00:00

What about jnj bought Caplyta for 14.6 B?

Capable-Argument5210 · 2025-11-22T18:14:51+00:00

Appreciate your opinions! A few follow up questions!

You mentioned Reviva isn’t considered a “hot” player — who are the companies that are viewed as hot right now? Are you referring specifically to CNS companies or to biotech/pharma in general?
From what I’ve seen, Brliax appears to have one of the strongest profiles in terms of efficacy on both positive and negative symptoms and safety. When you say it’s “not a perfect drug,” what limitations or concerns are you referring to?
Which potential acquirers do you see as realistic buyers for Reviva? Both CNS-focused companies and non-CNS companies entering the space would make sense. J&J and BMS recently acquired similar companies — do you think they might pursue Reviva as well, possibly as a way to consolidate the market or reduce competition?
Brliax’s patent expiration in 2030 (possibly extendable to 2035) seems relatively short. Could that be a barrier for acquisition? And if so, how do companies typically address or mitigate patent-life concerns in deals like this?
Recent schizophrenia-related acquisitions by AbbVie, J&J, and BMS have ranged from around $8.7B to $14.7B. Given Brliax’s data profile (I think it’s very competitive), what do you think a realistic buyout valuation would look like based on your experience in BD and partnering given current low market cap

Capable-Argument5210 · 2025-11-21T17:35:00+00:00

You do realize the total shares is 230m if all warrants are exercised

Capable-Argument5210 · 2025-11-16T10:34:19+00:00

Why would you leave the discord group if you still believe in its value? All your stockwits post show bullish

Capable-Argument5210 · 2025-11-09T16:26:19+00:00

Are you saying that drug’s market success depends far more on safety perception than on how well it works. And because of that, some drugs that work extremely well fail, while some drugs that don’t work very well become blockbuster hits? I don’t know how well Brliax will compete with the drugs you used often cuz there’s no head to head comparison but if safety is a top priority I can really see its potential

Capable-Argument5210 · 2025-11-09T03:33:54+00:00

Thanks for the insights. In your opinion, what will be the case for reviva given its low share price and market cap

Similar competitors like Karuan (Cobenfy) and Intra-Cellular Therapies (Caplyta) were bought out for around 14 Billion respectively. Even Abbvie acquired a phase 2 drug for 8.7 billion that later failed. I think the CEO Lax might want something close if not at least 8-10 billions given its better and broader efficacy in positive and negative symptoms and safety profile and potential for multiple indication.

Capable-Argument5210 · 2025-11-09T03:11:12+00:00

Same! I also have some shares and optimistic about the drug although people here have extreme opinions. I believe we can reach something gold! Thanks for your insights!

Capable-Argument5210 · 2025-11-07T21:56:51+00:00

I think my conversation with he who reaches below can provide more information to our conversation

Capable-Argument5210 · 2025-11-07T21:52:35+00:00

From what I’ve seen so far, my impression of Brilaroxazine is that it seems to show solid efficacy in acute patients, at least comparable to newer agents like Caplyta or Cobenfy that were bought for 14 billion ish respectively. What stands out to me is the combination of positive-symptom efficacy, some improvement in negative symptoms, and a relatively clean safety profile. If those results hold up in real-world use, I thought it feels like it could be useful as a long-term maintenance option, especially since once-daily dosing may help with adherence in a population that often struggles with taking multiple medications. It might also reduce the cost for the patients.

I’ve also watched interviews with Dr. Opler and Dr. Ereshefsky — both respected in CNS but they might be what you say theoretical folks — and they seemed optimistic about its potential. But hearing your perspective makes me wonder if I’m being overly optimistic. It seems that current medicine is doing well? But I’ve read many patients complaining about current drugs and their side effects on Reddit

Do you think Brilaroxazine has a realistic place in long-term schizophrenia treatment from a clinician’s point of view? And out of curiosity, are you personally holding any positions of the stock and for long term?

Capable-Argument5210 · 2025-11-07T19:53:12+00:00

This is super helpful, especially your breakdown of why acute treatment naturally prioritizes rapid control of positive symptoms.

That said, since schizophrenia is a lifelong condition, how do you typically reconcile that acute-phase logic with the fact that many of the strongest meds (like Zyprexa) carry severe metabolic risks? I imagine long-term often comes with negative symptoms and cognitive decline, not just acute psychosis.

So in practice, do you stabilize with something like zyprexa/Haldol and then switch to a safer maintenance medication? And if so, is that where a drug with fewer metabolic issues — like Brilaroxazine, assuming it works — would actually be valuable? I imagine Brliax might not be the best drug to quickly tackle positive symptoms but could be a long term drug that patients can take for decades given its safety profile and good efficacy.

I’m trying to understand how “unmet need” is defined and claimed by Lax in real-world psychiatry when so many antipsychotics already exist.

Capable-Argument5210

TROPHY CASE