Resverlogix & Zenith
posted on
May 14, 2015 09:02AM
Hi folks.
I listened to Don's Zenith presentation again and I suggest RVX investors (even if they don't hold Zenith shares) should take the opportunity to listen to it at http://services.choruscall.ca/links/zenith150506.html because of the insight I believe it provides to the strength of RVX and what this little company from Calgary has achieved.
As everyone knows Zenith and RVX are separate legal entities. However, Zenith(intellectual properties, etc) was spun out from RVX. The developments at Zenith have been occurring for many years including the years when they were part of RVX.
I'd have to study Don's presentation a few more times to list all of the developments a few of which include an IPO in 2015, an IND application in late 2015, multiple epigenetic platforms for many indications including autoimune diseases, hematologic malignancies, prostate cancers, solid tumors, the various ZEN 3694, etc drugs are protein to protein readers and thus alter the behaviours of the cells on a permanent basis (science people please help here), and the difference in the fundamental epigenetic approach used by Zenith, etc. Anyway, I'm am not doing justice to the achievements so please listen to the webcast and hopefully the science folks will pass along their perspectives.
So what struct me is what this says about RVX and rvx-208. The Zenith achievements are RVX achievements. So here we are with rvx-208 moving into the phase 3 BETonMACE trial and attracting big partners like Shenzhen Hepalink and retaining the support of Eastern and NGN.
I'm not a scientist so I rely on the science posters for their critical insights. I also know from my own research how important the field of and power of epigenetics is. The epigenome has now been mapped and I assume this provides a type of "map" for the development of specific drugs...so Zenith is miles ahead and others are moving fast to get in the game. I am also reassured about the science because Eastern, NGN and now Hepalink have their money and intellectual perspectives involved. This says to me that RVX/Zenith are companies of substance.
Of course, ultimately BETonMACE needs to succeed at least from an investment perspective. However, even after that, even if it doesn't succeed based on a singular end point, I believe that Eastern, NGN, Hepalink and others will NOT abandon ship. That was already proven by the recovery in June of 2013!!! rvx-208 has had many years of success from the lab to now the start of the phase 3 trial. RVX/Zenith now have a huge pool of intellectual capital, publications in prestigious journals and patents.
So I remain long based on the science but many factors could intervene on the investment side. We've seen some excellent posts regarding valuations on SH and hopefully soon over here.
GLTA DYODD
Cheers
Toinv :)
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