RE:RE:RE:RE:FROM F6-THANKS F6I do tend to agree with you PVLee.
Zenith has 1400 compounds developed. There is no reason why each compound could not be spun out as an IPO. In fact, each spin out could be structured with a royalty stream to Zenith Capital.
If zen3694 has a significant positive impact on castration resistant metastatic prostate cancer I believe there will be very significant halo effects on apabetalone (rvx-208) even though they are very different indications because it will bring credibilty to BET inhibition. And as I see it the BET inhibition platform is where the value is because the possibilities for all of the other indications are almost limitless.
The zen3694 trial is not double blind. Therefore, if it's impact is significant and giving positive results quickly I hope we will hear about it early on. They will be doing testing of all of the key markers continuously and If the signs are good there will be medical eyes taking notice.
This could accelerate the RVX situation.
On the KD/Eastern side I am assuming we will be treated fairly given that Hepalink, NGN and now we know about CD Ventures, are counter balancing interests.
Anyway, IMHO and GLTA.
Toinv