Constellation:

Constellation Pharmaceuticals, Inc. discovers and develops small molecule therapeutics for the treatment of cancer, inflammatory/immunologic disorders and other diseases. The Company has three clinical-stage oncology development programs: the first program is evaluating a compound, CPI-0610, other program is evaluating a compound, CPI-1205 and CPI-0209 is initiate Phase I clinical trial and targeting solid tumors. CPI-1205 is a small molecule designed to promote anti-tumor activity by specifically inhibiting EZH2, an enzyme that suppresses target gene expression. CPI-0610 is a potent and selective small molecule designed to promote anti-tumor activity by selectively inhibiting the function of BET proteins, which are proteins that normally enhance target gene expression. The Company is conducting the ProSTAR trial, which is an open-label Phase Ib/2 clinical trial of CPI-1205 for the treatment of mCRPC in combination with enzalutamide and abiraterone acetate

Small molecules and BET Inhibition for cancer, eh?  This company is still toying around in Phase 1's, and sounds like a better comparison to Zenith.

What is RVX worth?  I go by the guage that is outlined in this analysis: https://seekingalpha.com/article/4314267-real-value-of-breakthrough-therapy-designation

So I say, today with FDA BTD and the encouraging Covid treatment research news, somewhere between $5 billion and $25 billion USD.   Its a wide range.  Ask me once we have a successful Phase 2 Covid treatment trial and I'll say $5-10 Billion USD.  Ask me once we have a successful Phase 3 trial and the only approved treatment and I'll say north of $25 billion USD.  Yeah, I know, that's a RVX share price north of $100.   By comparison, Moderna's market cap is currently $75 billion USD. 


JMHO