RE:a map of the epigenomeHi Jkj. Thanks for the post.
I'd like to hear from the science posters if possible regarding the implications for Zenith. Perhaps it will help Zenith get moving on some progress.
The big boys (and girls) now have their eyes, big $ and big science firmly focused on epigenomics.
Don claims Zenith is 6 to 7 years ahead of everyone. If so, then there must be huge value in Zenith as is!
However, as the article states new tools have been developed to do these huge mappings of the epigenome and as I understand it Zenith is focused in 3 or 4 areas. So the new tools may allow very rapid understaning around the switches that may impact hundreds of diseases including the targets that Zenith has focused on.
I'm feeling Zenith may be just left in the dust in a very short time period. Of course when the genome was mapped we all thought that was it but in fact is was just the beginning.
If I remember correctly in the prospectus I received explaining the restructuring of RVX spinning out Zenith there were a number of patents and processes passed over to Zenith. And areas that defined the research boundaries were also defined. If the processes, patents and other intellectual properties actually have value then rather than plodding along as Zenith has indicated for the next six years and getting smoked by BP and more progressive early stage developers they may have options.
- They could get themeslves in front of BP and tap the incredible value they have built by accelerating BP by 7 years! The value must be huge.
- They could sell to or partner with a complementary and more progressive early stage partner in order to accelerate knowledge development.
Somehow I think they are just going to plod along. Perhaps if they get close on the solid tumours it will work but they won't even be in the lab until late 2015 at best and then they have at least 8 years of clinical trials even if successful at every stage.
In the posted email from Zenith Dr Cherrington said they were first trying to create value. So I guess that says it all.
My gut instinct is that they should try to cut and run...get what they can.
IMHO GLTA PPMW (please prove me wrong)
Cheers
Toinv :)