Just found this.Gilles speaking to Christine Corrado on Proacitve investors. I found his messaging improving, a and I am a little bit clearer on strategy and what the company attempting. He even mentions a product application! I wish they would be a bit more forthcoming on the base business (contract manufacturing) and margin comparision to their other opportunities. I am gathering it is a commodity business.
In any event he should push the "developer of plant-based bio-actives" vision a bit more. I understand that PGX is the process platform but always better to convey corporate vision or purpose in the context of the market.
I think he misspoke about the timeline for the OBG pill, mentioned commercialization by mid-2021 for OBG pill, but I think he meant mid-2022?
Would like him to paint a clearer picture of what Ceapro looks like in 5 years. Is this a company producing under a Ceapro brand with strips, inhaleables and pill products using in-house compounds? Out-source contract manufacturers for the strips etc...? Or partnering with someone else like a JNJ (though I dont know how this moves Ceapro up the value add chain)?
Painting a clearer picture for shareholders of what Ceapro is going to look like would definitely help with shareholder misconceptions and angst.
If his story starts to come to fruition he better start scaling up to get ahead of the curve so we arent waiting for the next steps. It also gets everyone excited :) !!!!! Lets freshen up a stale story!!!
Link is below.
https://www.paidpromotionalmessages.com/companies/news/313009/ceapro-to-begin-clinical-trials-for-beta-glucan-to-treat-high-cholesterol-13009.html