Re: ... unfinished business
in response to
by
posted on
Nov 01, 2018 04:40PM
Zenith's BET Inhibitor ZEN-3694 is Currently Being Evaluated in Multiple Oncology Clinical Trials
NextBB and Jermaine you have captured where my thinking is currently and Mazola I'm always hoping for King Midas.
I've been invested for about 10 years, perhaps a bit less, and I remain very hopeful and excited by the science because if either zen3694 or apabetalone hit their mark we are into break through science...proof that epigenetics can deliver in a tangible and viable way to treat unmet needs and perhaps do it in a less toxic manner. It stikes me that science is moving forward in a reasonable way given the budget restraints.
I was very pleased with Don's enthusiasm during this years AGMs and I posted as such. Of course any deals being done on the business side must remain completely confidential and therefore we don't hear much other than Don strongly implying something is in the works and he used the word "soon".
He also implied the deal might be like a Hepalink deal and then at the end stated he was flying to China after the meeting. That is great but given what he talked about with zen3694 making enzalutimde effective again for some patients then why is he not flying off to Pfizer?
So things are not quite adding up again for me somewhat like the "many ROIs" story at RVX. I hope he delivers King Midas gold.
But on the lighter side perhaps his costume was a "witch who weaved an incredible yarn at the AGM only to fly away magically on Oct 31". It's already been 7 weeks since the AGM...soon is stretching out.
That was a fun question Kelsee. To be fair to Don a good deal will take time. Don's big problem that we all know about is big over promises and lack of delivery. He gets there eventually on the funding side, although that seems to have become more of a challenge over the past couple of years at both RVX and currently Zenith. And that seems odd given the amount incredible science that both companies have achieved.
We'll see. GLTA
Cheers
Toinv