Bear, let's hope that Don is close to delivering on the expectations that he set up with GAC at B & B and that he reinforced at the AGM, whatever those expectations may be. The only thing I can imagine is some sort of a deal related to zen3694. At this stage the science seems like good news but a stretch without more information regarding the trials.

In the marketing business when a company sets up a "teaser campaign" that company usually has a clear promise that they deliever on. Delivery is almost a 100% guarantee. I'm not convinced delivery in Don's case with be a near in event or anywhere near 100%. Of course I remain very hopeful. As Don pointed out at the AGM if zen3694 can significantly increase the length of time enzalutimide is efficatious among a significant # of patients then zen3694 should be worth a very significant amount of money to a company like Pfizer.

Also, I still wish Don would hire a professional science writer to explain things like...we need to block out the BRD4. This is at the evry core of the power of their science and it is not being explained in language that even sophisticated investors and analysts can understand (IMO).

Don tried to provide of reference case to define effectiveness in cancer treatment and it may be that zen3694 is meeting this level in the trials so I'll cross my fingers and hope that a company like Pfizer agrees.

There was a tell tale sign that disturbed me during the Zenith AGM Q & A when Don was asked about the potential structure of a buyout and he said something to the effect the structure would be up to the board. Quite frankly, from my perspective, if that is his answer then he is not doing his job. This piece of the puzzle should be well thought out and various options should be "war gamed" so that the organization is ready to deal. That is standard proceedure.

Time is ticking by.

GLTA. I'm still very excited about the science.

Toinv