Fuzz I think in some ways it might be looked at favourably from Zenith's perspective. If Zen3694 improves efficacy and tolerability with Keytruda and Xtandi in mCRPC, Merck might be interested to see if it would also help Keytruda get over the hump with respect to triple negative breast cancer.  Perhaps someone with more science background might have a better informed opinion here?  If so it might make Merck interested in acquiring Zen3694 (or better yet Zenith!!).  

In any event one would think with Merck, Pfizer and BMS all doing work with Zen3694, that all three companies must be paying close attention to what's going on with Zenith. I'm sure no one would want to be in the position of finding Zen3694 in the hands of a competitor if/when they found it would be beneficial for their own drug.