Overall not very much new info at all in today's Zenith slides.
The enterprise value dropped from 500 million in Feb 2017 to 350 million in June 2017. Not sure why.
Slide 17 had some new info. For the ZEN-3694 single agent trial, the longest patient on drug now beyond 11 months. Sounds like they found optimal dose and are now in the expansion cohort stage, which means many more patients added at this decided upon optimal dose. Not sure if it is every day dosing or if they decided on an intermittent dosing schedule. As for the MRI showing "stable mediastinal nodes over past 10 months"....not too sure what I'm looking at there. Wish we had some audio narration.
Slide 23 had some new info too. For the ZEN-3694/enzalutamide combo trial, the dose escalation is still progressing, they see dose proportional exposure, target modulation is shown at well tolerated doses, and the combination drug therapy is well tolerated.
Overall, not too much to chew on. Hopefully both Resverlogix and Zenith offer a corporate update webcast in the near future.
Best regards,
BearDownAZ