Post by
prophetoffactz on May 17, 2024 9:31pm
How many different ways to $40 million
With a ~$40 million market cap for the merged company how many different ways to $40 million in the next year? Do we have atleast 9 different ways to $40 million in the next year or $360 million in upside with some of the ways worth significantly more than $40 million? H.C. Wainwright had a C$100 million target market cap for AEZS before the merger and this is a merger of equals suggesting a potential $200 million market cap. target.
1) CZO's base busines has been worth more than >$40 million and the main client has returned as preservative free, dry powder products are introduced and the malted avenanthramide technology is has also been scaled to commercial-scale. There is also the chewy bar and Juvente.
2) The $40 million immune booster plant was said to have a $100 million net present value.
3)The CoQ10 market is worth $4 billion Gilles said. That is multi-fold larger than the yeast beta glucan immune booster market. Last AGM Gilles said they were talking to serious potential partners who understand bioavailability as a unique selling point. CZO has bioavailability data superior to the industry gold standard from the University of Alberta.
4) Avanyln raised C$80 million cash going into its Phase I fibrosis clinical trial and one of the scientists who helped bring it to the clinic has said CZO's PGX-YBG could profoundly change the treatment landscape should preclinical results be replicated in humans. PGX-YBG could also be used outside the lungs for fibrosis and as an inhalable drug platform for other drugs.
5) With the first potential PGX product receiving regulatory approval this year and for commercial sale and PGX having reached the decision point for mass industrialization this year and having signed a CoQ10 partner what could the other PGX applications be worth? The platform will have significant validation. CZO has also been working with alginate and whey, etc. It also has food and cosmeceutical applications.
6) Gilles once said the non-steroidal anti-inflammatory market is worth $50 billion and a new product can take 10% market share in its first year or so. The avenanthramide pill clinical trial should have safety/tolerability and preliminary efficacy results from the Phase IIa clinical trial in the next year.
7) AEZS's diagnostic test was previously licensed for C$40 million upfront plus other potential payments and royalties.
8) AEZS NSMOD drug could be ready for human trials and promises a potential breakthrough in a billion dollar potential market. We could have a comprehensive preclinical case and regulatory path forward. The platform could also be used for other diseases like Parkinson's which is under investigation.
9) AEZS's hypoparathyroidism treatment could be ready for human trials and addresses a billion dollar market. It could have an accelerated clinical trial timeline given it uses part of the parathyroid hormone as its active drug.