Toinv - I will take a stab at the economics to give you my thoughts. This is only for the combo in The trial at this time, 3694/ENZ. There are about 110k new CRPC patients per year, roughly half of these patients end up on Ezalutamide. The cost of the CRPC drugs available today are somewhere between $100K and $150K per year. So far as we know there is at least one patient that is/was with us after 11/12 months on the solo drug ZEN-3694 and the combo trial is no longer recruiting  after having started recruiting in roughly January 2017. I am assuming that there are patients on the combo that are responding well to the combo as we have not heard that the trial has been halted. My assumption now is that patients will live at least 6 months longer on this combo cocktail than they would otherwise. We heard at the AGM that it is about 2 years for the cancers to work their way around the existing therapies. I will assume it will be the same for ZEN-3694 but will use just 6 months of additional time for this calculation. You can multiply by 2,3 or 4 to get up to 2 years if you like.

Now we go for it:

55,000(half of the patients) X $125,000.00(mid range of the drug cost) X .5(6 months) = $3.3 billion

From past deals that have been done drugs sell for somewhere around 1 years potential sales. This $3.3 billion is the addition revenue that PFE would receive annually if they could sell their drug for just 6 months longer on average. 

This is only for 1 drug. It will be more fun to do a valuation when we know more through testing which of the other drugs 3694 works well with. For now somewhere between $2 and $3.5 billion would put a big smile on my face.

We must keep in mind that this drug is only in a phase 1 trial so that would normally reduce the valuation somewhat depending on how strong the results are.

These numbers are just my spitballing. DYODD

tada