Re: AGM
in response to
by
posted on
Dec 08, 2016 10:28AM
Torpedoman,
Welcome to the hub and thank you so much for the excellent post. Just a follow up comment on Vrx-3996.
Vrx-3996 (formerly CHR-3996 when owned by Chroma Therapeutics) is an epigenetic drug. However, it is a histone deacetylase inhibitor (HDAC inhibitor) not a bromodomain and extra-terminal motif inhibitor (BET inhibitor). So Vrx-3996 should have no direct effect on the Resverlogix/Zenith lead on BET inhibitors. Of course, Vrx-3996 could develop into an effect anti-cancer therapy for certain cancers. But at this point in time I see no direct competition between HDAC and BET inhibitors. Instead, I would pay more attention to the many companies out there with BET inhibitors in development or in clinical trials.
Fact 1: Resverlogix is the only company with a BET inhibitor of any kind in Phase 3 clinical trials. Fact 2: Resverlogix is the only company with a BET inhibitor of any kind being used in a current clinical trial for anything other than cancer. Fact 3: Resverlogix is the only company with a BET inhibitor in clinical trials that is selective for the second bromodomain. This is where the 7 to 8 year BET inhibitor lead comes from for Resverlogix. The other companies with BET inhibitors in current clinical trials are all cancer trials using pan-BET inhibitors that hit both bromodomains. Most if not all of these pan-inhibitors have had associated toxicites resulting in the need for staggered treatment regimes. Zenith is in this BET inhibitor cancer mix. Cross your fingers that Zenith's Phase I is going well and that their next gen pan BET-inhibitor is proving to be not just efficacious, but safer with less side effects than its competitors. Hopefully at the AGM we will hear how Zenith is positioned relative to its competitors for BET inhibitors in cancer.
BearDownAZ