I thought I would build a list of potential acquirers/partners and group them together with current trials collaborating with ZEN-3694.

There are 10 chances of success below.  Pfizer leads the pack with a stake in 4 different possible applications.  Who can apply some logic to a valuation if ZEN-3694 is successful in 1 or the 10 below?

Pfizer

·        mCRPC Prostate Cancer, Enzalutamide + ZEN-3694, Phase 2 (Phase 3 with Newsoara ongoing)

·        TNBC (Triple Negative Breast Cancer), Talzenna/Talazoparib + ZEN-3694, Phase 2b ongoing

·        Solid Tumors, Talazoprib + ZEN-3694. Phase 2 (solid tumors = ovarian, prostate, breast, pancreatic that are PARPi resistant)

·        RAS Pathway Alterations, Solid tumors, Mektovi/Binimetinib + ZEN-3694, Phase 1

Bristol Myers Squibb

·        Ovarian Cancer, BMS Immune Checkpoint Inhibitors (Opdivo & Yervoy) + ZEN-3694, Phase 1/1b

Merck

·        mCRPC Prostate Cancer, Triple combo, Keytruda (Pembrolizumab) + Enzalutamide + ZEN-3694, Phase 2

·        TNBC, triple combo, Keytruda + ZEN-3694 + Nab-Paclitaxel, Phase 1b

Eli Lilly

·        NUT Carcinoma, Verzenio/Abemaciclib (CDK4/6 Inhibitor) + ZEN-3694, Phase 1 (Dana-Farber Cancer Institute)

Other

·        NUT Carcinoma, Etoposide/Platinum (40 year old Chemo drug) + ZEN-3694, Phase1/2 (Dana-Farber Cancer Institute)

Syndax

·        Advanced and Refractory Solid Tumors and Lymphomas, HDAC Inhibitor Entinostat + ZEN-3694, Phase 1b/2