RE:zenithHi Anthonyevans.
Thanks for this perspective. Don did say that cancer trials move quickly and I do recall there would be regular measurements. Perhaps my hesitation is because we don't have an update at this stage. My expectations may be too high. They have not started dosing on the enzalutimde trial component at this stage from what I know.
From what I recall Zenith does seem to have the MOA re mCRPC worked out (or at least hypothesis on the MOA) so this should allow analysis of markers that support or do not support their hypothesis.
My hope is that Pfizer with their purchase of Medivation (enzalutimide https://www.pfizer.com/news/press-release/press-release-detail/pfizer_to_acquire_medivation
) is keeping a close eye on Zenith. Given that there are a few companies testing BET inhibitors in the area of cancers there could be some big interest in what Don states as their 8 year lead in epigenetics regarding BET inhibition.
I do believe that if Zenith begins to publish positive results on the zen3694 trial it will have a very positive impact on the entire field of epigenetics including RVX.
In terms of disclosure I have no inside information but as can be seen from most of my posts I am extremely excited by this area of science. Given that Dr Wong started to pursue this science 10 years ago because either Crick or Watson (double helix discoverers) said that epigenetics (the software that drives the genetic hardware) would be a key component of treatment of diseases in the future it reinforces my interest and hope.
I remain long on RVX. I am also hopeful that SanFrans "Star Factory" idea for Zenith will come to fruition because I have thousands of Zenith shares and I really love the idea for each "Star" (over the years) is sold to BP and generates royalties to Zenith Capital. I will have a happy retirement.
On the RVX side it is disappointing that the share price is so low given that it is well into the phase 3 BETonMACE trial. We've all discussed some of the reasons including the perceived failure of the ASSURE trial (very negative aftertaste by investors, under powered statistical design, picked wrong end point), lack of a credible listing in the USA (e.g. NASDAQ), etc. When we add in CKD, Alzheimers and orphan trials I personally believe the RVX share price is grossly under valued. However, I am clearly biased on the positive side.
So back to your point I do hope we will see an update or even an acquisition or partnership at Zenith.
Toinv