Hmmm. Another thought. Perhaps the publication will be on the completed single-agent ZEN-3694 trial and not the ongoing combo trial. Along with clinical work in the enzalutamide/ZEN-3694 combo trial, Zenith has shown that ZEN-3694 in the single agent trial has (to borrow from their BIO-Europe slide):
-superior toxicity profile without thrombocytopenia; No off target toxicities
-very good safety profile allowing for prolonged/chronic continuous dosing without interruption/dose reduction
-robust PK/PD characteristics. Dose proportional PK. Clear dose/exposure dependent pharmacodynamic effect. Target modualtion at safe doses
-optimal half-life. No CYP liabilities. No drug-drug interactions.
So it could be that the publication will focus on the above. And that is a lot of good stuff.
As for the rumored buyout offer, it could be that the ongoing mCRPC combo trial data is icing on the cake, but that the big message to potential buyout companies is promoting ZEN-3694 as a safe pan-BET inhibitor that is clinically differentiated from other BET inhibitors, as highlighted above. Selling the potential, not just the mCRPC results. ZEN-3694 may be de-risked enough for a buyout.
Another ? is are we thinking the whole enchilada (entire BET library) or just the ZEN-3694 related program?
BDAZ