For TNBC (talazoparib) trial, AGM presentation stated for Phase 2b "Registration enabling if ORR> 30%", and for Phase 3, "Confirmatory trial if ORR>30% in Ph. 2b trial" and "Registration trial if ORR >20% but < 30% in Ph. 2".
Consistent with that, the MD&A states "If the target Objective Response Rate ("ORR") of 30% is achieved in Cohort A, Zenith will discuss potential accelerated approval with the FDA given the significant unmet need in this aggressive and poor prognosis disease."
For mTNBC (talazoparib) study MD&A states, "Data from this trial is expected to readout in late calendar 2024 based on study accrual."
For mCRPC (enzalutamide) study MD&A states, "The full data set from this trial is expected to readout in late calendar 2024 depending upon study accrual."
Other than mCRPC and mTNBC, most of the other studies are Phase 1.
For the CRADA, NCI studies, MD&A states, "Data from some of these NCI sponsored studies are expected to start reading out in calendar 2024 and, if positive, may inform additional indications that ZEN-3694 can be advanced in."
I see a low probability of a major deal happening prior to 2025 and the release of the full Phase 2 datasets. I see a low probability of a deal from a Phase 1 study.
(my bolding)