RE:RE:Next week - January 18:"Let's see if the approach is to provide existing shareholders and those famiilar with the story a solid update on all the initiatives in the R&D pipeline and what could be catalsysts for the stock this year. That should be 70 - 80% of the emphasis of the presentation. The other portion could be a quick summary or walk through of the same slides outlining their business to new investors, which we are weary of hearing."
Unless there is new data from McMaster there may not be much more info on that program. An update on PGX scale-up may not take long. Has all the equipment been shipped and set up for a test to begin?
Now that CZO has nailed down Health Canada approval for the Phase I/IIa avenanthramide clinical study and doesn't have to worry about getting in front of Health Canada promoting a trial and given that CZO has stated this trial: "...could be the most significant transformational step we have taken to date in executing on our strategy to expand Ceapro’s business model towards becoming a biopharmaceutical company with the potential to provide an innovative product into very large markets."
It could be an ideal time to present a detailed argument for why this program is justified and could to result in meaningful and monitizable therapeutic outcomes vs. other options on the market. Gilles said it is because of avenanthramide that he joined the company. What has him so excited about this program? Is it believed that safety can already be assumed given the history of avenanthramide studies? Does he have the hard numbers supporting safety? Is CZO simply seeking to extend a biomarker trend already seen with its exercise inflammation study with higher dosing and certain dosing regimens? How many times harder will CZO hit these biomarkers given its dosing and dose strategies? Is there preclinical data or otherwise showing higher dosing, etc., makes a difference? How certain are we CZO can hit the necessary biomarkers for large disease indications? Dr. Tardif has said, "the increased knowledge on inflammation-based diseases, especially in the cardiovascular area, we believe this study will offer insights in this first-in-class product for a potential new approach for patients,” news release. How did the study with the Angiogenesis Foundation go? CZO has also talked about potentially combining avenanthramide with one of its newer carriers. Is the current trial a building block to something more?