The ABBVie ABBV-744 trial re mCRPC  and the fact that it is BD-2 selective is interesting to say the least.

So doing a very superficial review of ABBVie using Wikipedia briefly I see;

• It was created when Abbott Laboratories spun it out in 2013 to be a research based pharmaceutical manufacturer.
• It trades on the NYSE and NASDAQ.
• Revenue $26 billion.
• Net income $5.9 billion.
• 30,000 employees.
• Operates as a research based pharmaceutical manufacturer.
• Since inception they have acquired or developed partnerships with ImmuVen, Pharmacyclics,Stemcentrx.

This is a large and very profitable company with years of depth.

ABBVie has developed ABBV-744 which is a BD-2 of BRD4 selective BET inhibitor (???similar BETi to apabetalone???).

• However, at this stage, unlike apabetalone, ABBV-744 is not going into a MACE trial.
• ABBV-744 is going into a trial on mCRPC (as per ZEN3694) and acute myeloid leukaemia (AML).
• BDAZ has raised the key questions.

Obviously this company’s trial will not be encumbered by a lack of funds and they will be able to move full steam ahead on this or any other trial. Perhaps they will initiate MACE trials? They may even have significant FDA clout?

So I wonder if this was one of the companies that talked to Don/RVX and decided to develop their own selective BD2 of BRD4 compound?

• Will other companies take the same route? i.e. rather than buy it from RVX just create it themselves. If so and they try it on MACE they will have years of clinical trials in front of them. Great for RVX if BoM is successful!

The mCRPC cancer field seems active with Gilead’s GS-5829, Incyte, ABBVie and Zenith. The 3 big boys will have the money to move forward without interruption. It is difficult to understand if this will fuel interest in zen3694 in terms of Don raising the $10 million (pre the IPO) to keep the zen3694 trial moving? Might Eastern jump in with $10,000,000 to keep things moving? After all, it is a drop in the bucket for Ken Dart, but he did shut down his own division in California.

Unless we see some breakthrough research results on zen3694 is an IPO viable?

From what I have seen the zen3694 trial is showing some positive but mixed results. My guess is that scientists are trying to determine the patient profile that is optimal for when it works and when it does not. If there is a solution to that issue then there may be a clear path forward zen3694.

I was reading about the Apotex (generic drugs) strategy and the key to their success was “first to market”. Seems to me that the big boys in mCRPC have a big advantage on that dimension.

Both Zenith and RVX seem to have so much on the go in terms of IP but without the financial backing they are not moving forward at the speed required. It is a shame. It seems like perhaps the RVX research with post hocs etc may have created enough interest for the big boys to pay attention. Perhaps this spirred ABBVie to develop their own BETi and if others judge this to be promising others will follow. I had been under the impression that it would be quie difficult to develop an apabetalone type compound but perhaps I was wrong? There are probably many compex versions.

Perhaps with the failure of approaches like CETP inhibitors in MACE the big guns are now focusing on selective BETi and the RVX approach (apologies, I know this is Zenith) and putting all of their scientific heavy weights on creating/copying what appear to be promising compounds?

Either way, as of today, it appears that Don is having serious problems in raising money for both companies. Tomorrow is a new day and Don always has come up with positive surprises with the exception of Medison in Israel but there might even be a positive twist here.

GLTA

Toinv