Re: Zenith AGM
in response to
by
posted on
Nov 22, 2023 07:31PM
Zenith's BET Inhibitor ZEN-3694 is Currently Being Evaluated in Multiple Oncology Clinical Trials
Attached below is an article from the Timmerman Report outlining how in two years Jan Skvarka and the numerous talented people he has access to took Trillium from a struggling biotech to a successful Ph2 buyout by Pfizer. Don does not seem to surround himself with talented biotech business people (save for Sanjay Lakhotia) and there is no evidence he is one of those people himself. When you read the article it would seem that both Zenith and RVX are scientifically further ahead of where Trillium was when Jan Skvarka stepped in. Both Zenith and RVX however both seem to be floundering in an almost talentless business void where leadership has roughly a fifteen to twenty year track record of accomplishing very little meaningful business despite what is seemingly science with a great deal of merit.
JMO but Don would do well to read the article. It seems from the outside like signing on with Eversana has lead to a very large debt and very little forward progress and it makes one wonder if Cencora will be a similar result. I really think Don needs people who understand biotech to inform his dealings with these large one stop shop consultancies. When you look at the boards of RVX or Zenith not one name jumps out as someone who has a wealth of experience/knowledge in this regard. I hope I am missing something.
https://timmermanreport.com/2023/03/jan-skvarka-former-trillium-ceo-on-driving-a-turnaround/