Re: Zenith trial partners
in response to
by
posted on
Jan 30, 2023 03:07PM
Zenith's BET Inhibitor ZEN-3694 is Currently Being Evaluated in Multiple Oncology Clinical Trials
fuzzyjr - The more I think about Zenith Capital Corp supporting RVX the more it makes sense. ZCC is entitled to a royalty from all molecules of both companies in its current form. So if ZEL is sold and 3694 becomes an income producer ZCC shareholders benefit. If RVX lives and ABL becomes a drug then any sales of that drug benefit ZCC shareholders.
History has shown that RVX has not had success with their trials however it also shows that just a little tweaking could potentially have dramatic changes in the outcome of further trials. ASSURE for example showed us the importance of trial participants compliance with taking the medications expected. They got .4% plaque regression in 6 months with one patient that was supposed to have been on the drug that didn't take APB at all. That patient had over 5% plaque growth. In a trial with such small numbers of patients, that non compliance made a huge difference. BOM also showed some great numbers but just missed. If stroke was replaced with heart failure would that trial have been a success. The results strongly suggest that would be the case.
Being a shareholder of both companies I'd like to see a BOM2 trial completed as a successful trial for RVX would be very rewarding for ZCC shareholders. Spitballing this it would take about $.80 per ZCC share to get a completed trial for RVX. A successful trial for RVX would give ZCC shareholders potentially $1.00 per year of royalties for 10 years or more. To me that risk reward is worth forfeiting a small amount of cash today for years of income later.
As I've said in the past, I'll follow Dart's lead on this one.
tada