RE:RE:Zenith - a perspectiveHey narmac...I sort of agree with your perspectives.
In terms of another party beyond Eastern, NGN and Hepalink I would really like to see another party in there. And at this stage I would link to see a geographic lock in terms of distribution...downstream business as Hepalink has the potential in China, Tawain, Macau, etc. These will be huge markets.
Or, a biotech match...a company that could bring capital but also synergistic knowledge and compounds. But I don't know if there is amy company that can complement the RVX and Zenith epigenetic knowledge and patent base they own.
I am currently believing that this is going to be a "go to market drug". BP may not notice until it is too late. If Don builds the distribution partnership AND if BETonMACE passes "futility" and then finally achieves the 3 point MACE reduction targets I am a very happy investor. When they hit the 3 pt MACE reduction this stock will go through the roof IMHO.
I also believe at this stage that drug goes way beyond CVD because of it's influence on:
- Reduction in coagulation
-
- Reduction in mediators that promote calcium deposition in the vasculature
-
- Reductions in mediators that promote inflammation of the vasculature
-
- Increased ApoA-I – positive effects on lipid content of HDL
-
- Reduced oral glucose absorption & endogenous production
And if zen3694 even at this stage yields positive mCRPC protein management results it will be a second demonstration of "epigenetic control or protein (bad protein) management". If Pfizer takes notice it might be an advantage to us Zenith shareholders. And more importantly it will be a big boast for the ssue of managing protein production through epigenetic programming and it seems that RVX and Zenith have focused their epigenetic efforts to yield some good results.i.e. on very specific BET inhibition.
If it actually turns out that "the software manipulation of gene production (epigenetics) can be controlled in a very specific manner and a defined manner" then we will have huge break throughs at Zenith and RVX.
What we do know from the results from a week ago Monday regarding chronic kidney disease is that a single dose of 200 mg of apabetalone had a statistically significant impact on regulating specifiic genes related to CKD.
GLTA
Toinv