Yep, good post SanFran. Also, I wonder what Don's response will be at the AGM this year regarding the issue of liquidity. Last year he told us sort of indirectly that the stock had no or little value but he had things coming that he could not discuss that will add value. What we saw was the announcement of a shared cost trial with Pfizer regarding TNBC and also he was headed to China for some reason. Great news but will it lead to liquidity???We'll see.
My view is that we have a promising molecule but possibly years of trials ahead. Will there be any value in the stock during that phase?
Who knows...not me, that's for sure. Anything can happen. They could get great, quick results on TNBC. Or another company that owns one of the 25 plus cancer treatment drugs that zen3694 has a positive impact on could pounce. Rightly or wrongly as a non-scientist I'm getting the impression that this entire BETi field, particularly BRD4 inhibition is getting increased attention and Zenith is not the only producer of BETi molecules. Competition is good but it may also be why the BPs seem to be sitting and watching. Also, perhaps the zen3694 x enzalutimde mCRPC trial phase 1/2a publication could spark serious interest.
To me this entire science strategy (BETi) is very exciting as demonstrated by mCRPC results.
I'm really pleased that Pfizer is kicking the zen3694 tires. They'll figure out if ZE and RVX really have a lead in knowledge and if so perhaps we'll see some action. Success with BoM may provide credibility and interest in both RVX and ZE.
Have we heard if the TNBC trial is being held up due to lack of financing?
GLTA - Canada has gone Raptor nuts - great feeling. Let's see if Don can bring home a trophy.
Toinv