Last week's news about Pfizer working with Zenith on breast cancer candidate ZEN-3694 got me to thinking. 

Last weeks news got you thinking? Are you in the slow group? The Bio Europe presentation on Nov 06 2018 now 8 months ago talks about the TNBC trial and rational. Check out slide 26 if you haven't already.

1) I know its for cancer drugs, but I don't think its that much of a stretech to ask the same question of a Phase 3 CVD drug. 2) "if Apabetalone had any real potential a BP player would have climbed on board or bought them out".  

We have already covered these senario's numerous times on this board. It's far more economical for BP's to let these small cap companies take these drugs through P3 trials until success is achieved or at least Top Line success is announced and then pay top dollar for that success.There was 5 to 7 BP's that all went after CETP's in a big way in the early 2000's and everyone of them failed after a combined many 10's of billions collectively was spent. Pfiser's MC dropped $28 billion on the failure of Torceptapib.That alone should give you an idea of what a successful new cardio drug with good or great success and a good safety profile is worth. With 2+ additional substudies that could add very substanially to the value of apabetalone I hope we are all very pleased with the value we actually receive if we have a successfull BoM trial.

How do you know the company hasn't been in discussions with Pfiser or a number of other BP's for years already? For all you know they could have had a munber of offers already but management has turned them down because the potential prize at the end of the rainbow is way way bigger than the BP's were willing to pay at that time. Top Line could be that turning point...we hope, but full data would be fine as well.

tada