RE:RE:RE:RE:Interesting trading todayFossi,
I'm thinking the forerunners in their pipeline will be functional food or drink using Y-BG as a carrier (impregnated with CoQ10), BG pill for LDL, and Y-BG therapeutic (COVID, pulmonary fibrosis) in that order.
I'm glad to hear that you're doing good with the statin and BG as a combo treatment.
In the AGM it was noted that with a partner, they could get 10% of the stain market with use of BG pill if there were blockbuster results (pharma product), which came out to $400M in year 1. Not sure how the revenue model works with a partner (but there was a 2 level payment system to CZO). Consider how pharma companies are valued at 6X P/S on average. This comes out to $2.4B. If you throw that on the market cap of CZO that comes to $30/share.
If we look at expected outcomes and say there is a 30% chance of blockbuster results, that gives an expected value of $9 / share. If you consider that results on the BG pill is only significant and we can expect sales of BG pill of $50M in year 1 and give an expected probability of 80%, that gives expected value of $40M in rev. Put a P/S 2X ($80M) and that gives an additional value of $1 per share.
Now add both the $9 and $1 together expected value outcomes, and you get potential value of $10/share for the BG pill alone. Very crude and rough guesstimate, but one gets the picture. Even consider these numbers are off by a factor of 2, you still get $5 / share expected value potential.
If there are no preliminary results released, we'll need to wait for top line data by the fall / year end to see what windfall we may have.