Re: Epigenetics market to reach $16.3 Billion in 6 years (article)
in response to
by
posted on
Jan 20, 2016 05:34PM
Thanks BDAZ. This is very helpful to me.
The fact that the field of epigenetic has high awareness, interest and involvement in the scientific community is key because it can provide resources that RVX/Zenith can or have tapped into and also the benefit that at least some scientists will be attuned to RVX's developments (i.e. RVX and Zenith's messages may not be falling on deaf ears and I guess this is also evidenced by the exceptionally high scientific talent and depth attracted to the BETonMACE steering committee). Bright scientists are aligning themselves with these (RVX/Zenith) companies).
The appointment of James Bradner to Norvartis suggests at least some BPs are waking up to epigenetics and giving it profile at senior managment levels. This may help put companies like RVX and Zenith on the radar screens.
Your statement "Can you name an epigenetic drug that has passed Phase 3 trials and is currently prescribed to patients? Until these drugs are proven both safe and effective without unintended side effects, there will be doubt as to their therapeutic potential" does suggest a few things;
We do know that the safety profile from the two 210 day trials is strong. So now we must see what happens at 18 months as I understand it.
With the start of dosing of BETonMACE and it's expansion into more countries I hope that dosing continues to move along rapidly but I guess only time will tell.
Investing in these companies is like playing a game with a 20 (or n) sided die with each side varying in size and polarity of winning and many of the sides being completely unknown. The insiders have more information about the sides and thus provide a hint of hope that more sides are in favour success. Clearly Eastern, NGN and Hepalink are on the positive sides.
The journey over the next 3 years should be very interesting with growing momentum in the epigenetic scientific community, increased awareness of RVX and Zenith epigenetic successes, more regional deals and partners including Zenith, potential success in the orphan trials, the potential of the first Zenith IPO and on it goes.
But...the only proof is in the success of the trials.
GLTA
Toinv