I saw the Endpoints article on CellCentric and thought about posting. But they haven't even started in Phase 1 yet as I can tell. The money is to carry them "through" Phase 2b. Also, their inhibitor binds with high selectivity to p300/CBP bromodomains and not BRD4 (or presumably other BRD family members). Definitely worth keeping an eye on. However, the more advanced competitors with ongoing Phase 1 and Phase 2 BET inhibitor solid tumor clinical programs are more likely to pose a threat to Zenith. We'll be hearing news about Gilead, GSK, Abbvie and Zenith long before CellCentric in my opinion. Of course, we all know the fable of the tortoise and the hare. 

BearDownAZ