Iconoclast wrote: "Bear, if RVX208 is a success, how will that change the perception of Big Pharma companies to these other molecules that RVX has?  About the library of RVX?  Will Big Pharma put a significant value to these other molecules?"

Here is a portion of a post from a little over a year ago that refers to info the company shared back in fall 2016:

"I just wanted to additionally point out that apabetalone may only be the tip of the iceberg for the therapeutic potential of bromodomain inhibitors being developed by Resverlogix and Zenith. They each have thousands of compounds with varying pharmacokinetics and bromodomain binding properties. For example, I recall Resverlogix stating in the past year (last year's AGM I think) that they have follow-on compounds that can be: 1) selective for bromodomain-1 or bromodomain-2 of an individual BRD protein; and 2) compounds that are selective for individual BRD proteins (BRD4, BRD3, or BRD2). That offers a ton of untapped therapeutic potential. 

Resverlogix previously “confirmed” a second clinical compound IND candidate and informed us that seven compounds have been chosen for follow-on testing (including RVX-206, RVX-641, RVX-2101, RVX-2113). What differentiates these seven additional compounds from apabetalone and what indications are these being developed for? What else is in the pipeline that we don't know about? If apabetalone is successful, the floodgates may open for the clinical development of these and other compounds.

One other compound we've heard about is RVX-297. It is also a BD2-selective compound but seems to have different binding properties than apabetalone (RVX-208). So it is possible that RVX-297 or similar follow on compunds may be superior to apabetalone for certain conditions, including inflammatory and autoimmune diseases."

Assuming their compounds are just sequentially numbered, RVX-2157 is close in sequence to RVX-2113 suggesting that RVX-2157 is just one of hundreds (thousands) in the series. Is RVX-2157 the second clinical IND candidate referred to back then? Maybe, maybe not. 

Success of apabetalone in BETonMACE, from both an efficacy and safety standpoint, will go far to validate the potential of BET bromodomain inhibitors. Yes, I think that a successful BETonMACE will immediately and significantly increase the value of the compound libraries of both Resverlogix and Zenith. I'm expecting Zenith to conclude and announce results for their ZEN-3694 plus enzalutamide metastatic castrate resistant prostate cancer trial any day now too. Success of one company's trial could indirectly benefit the other; success of both company's trials would have an even greater benefit in my opinion.

We have seen very little of the large amount of pre-clinical research done by Resverlogix and Zenith on these hundreds or thousands of additional compounds. Back in the labs, they are not just working on apabetalone and ZEN-3694. I bet there is a ton of promising data from the pre-clinical development of these enormous compound libraries. Those statements about the seven chosen follow on compounds and next lead clinical IND candidate were from 3 years ago. The pre-clinical research is likely light years ahead of that now. I'm sure when the time is right (if not already) big pharma can sign non-disclosure agreements and get a glimpse of some of this pre-clinical development data from some the other compounds in the libraries.

What is the value? I can't say. It all depends on what is behind the curtain.

BearDownAZ