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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: Zenith Private placement??

Noretreat,

Of course lack of interest could be a possibility. But I just caution you to not mistake the silence for lack of interest. There are many BET inhibitor programs ongoing. Most are being very hush hush. Gilead and GSK are of particular interest since they are the furthest along in the clinical development of their drugs. Could be that Zenith, Gilead and GSK (and others) are in the race but don't want to disclose too much info. Zenith being private helps with the secrecy. Good for the company, frustrating for investors.

"The value of Zenith is also tied to the value of RVX, which has been dropping with the number of changes to BetonMACE.  The delay in the FA/renaming of it may also be a factor."

Aside from changing the futility analysis from occuring at 50% of MACE events to instead conducting a sample size re-analysis at 75% of events (at which time a FA may also occur), what changes to BETonMACE are you referring to? 

"These investments run hot and cold.  Right now Zenith and RVX have the chills. Is it time to double down?  How confident are we?"

 I am still very confident with available info. But everyone has to make their own assessment and evaluate their own risk level. Hang in there. By end of H1 2018 I think we will have a much clearer view of the clinical potential of RVX and Zenith.

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