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Zenith's BET Inhibitor ZEN-3694 is Currently Being Evaluated in Multiple Oncology Clinical Trials

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Message: Re: Great Presetation today
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Oct 17, 2017 03:14PM
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bfw
Oct 17, 2017 07:16PM
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Oct 18, 2017 06:20AM
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Oct 18, 2017 02:17PM
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Oct 18, 2017 04:27PM
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Oct 18, 2017 06:11PM
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Oct 19, 2017 09:40AM
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Oct 19, 2017 10:45AM
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Oct 19, 2017 02:51PM
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Oct 19, 2017 07:22PM
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Oct 20, 2017 10:35AM
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Oct 21, 2017 11:36AM
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Oct 23, 2017 12:27PM

Toinv - Funny you noticed the one person clap too. That is what stood out for me when I first heard the presentation live and again on the replay. The data was very impressive. From listening to the presentation it sounded more like the combined sales of enzalutimide and abratiraterone were $6 billion not $5. As far as the the time in trial chart shows we would now be close to 40 weeks or 9 months of excess sales of both existing products over where they would normally dissipate. In dollar terms for ZEL that should equal about $4.5 billion at this time less a risk adjustment. As far as getting to the market DM did say at the AGM last year that both RVX208 and ZEN3694 should hit the market about the same time. Sales beginning in 2021 are royalties beginning in 2022. The explanation I got for this was that patients that are no longer responding to the 2 most prescribed mCRPC drugs above are at the end of their line and this drug would allow them additional life (there was another word used but I can't remember it). From the charts presented on 17 Oct that certainly seems to be the case. The first horizontal doted green line on the left is where these patients would normally start passing.

DYODD

tada

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Oct 24, 2017 01:39PM
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