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

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Message: from IR "Hepalink does not own Zenith shares."

fuzzyjr - Newsora is a Chinese company I believe.

In a previous post you suggested that one of the companies involved in these current trials may want to scoop ZEL up and put it on the back burner to potentially protect their current drug sales. With the limited information that we have that doesn't make sense to me. ZEN-3694 does not work on its own. It works in combination with existing(and maybe future) cancer drugs. By using this combination, all of these companies have the ability to extend their current sales cycle by .5, 1, 2, 4 years. Any company that buys ZEL could look forward to sales as a result of patients on other companies drug being prescribed 3694 in addition to whatever drug they are currently taking. 

I hope someone asks the question at the AGM ; are there still patients from the PI mCRPC trial 1) still alive and 2) still taking ZEN-3694. If there are then that would now be close to 5 years. We were told at the time that these patients being recruited for that trial were expected to survive just 16 weeks on average. 

I think there is good reason for Newsora to continue pressing forward with the ongoing PIIb Registration trials. At this point in the life of ZEL it would be hard for me to accept $300 million as a buyout figure. That would be like throwing the baby out with the bath water. Not only is Newsora pressing forward but in the last year 3 or 4 more trials have started with other companies and other drugs. I'm looking forward to hearing the scientific update at the AGM this week.

All IMO, do your own dd.

tada 

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