Transformative Science:In the market you have to skate to where the puck is going and get there before everyone else. Where is Gilles shooting the aventhramide puck? Can you see it yet? Given the current stock price has the market figured it out? Could you be the one to figure it out before the crowd?
"Maybe they'll announce that the AV trial will finally start with recruiting." Ciao
Enrollment of the first patient in the trial is a relatively trivial announcement. The announcement could be used as a platform, however, to detail a story concerning where this is all going and why it is so compelling. Where is the puck going? Is CZO's science transformative to avenanthramide as previously known to science? CZO has said that to its knowledge no one else has tested a pure pharma-grade avenanthramide pill; but is there a second leg to the scientific story that creates a truly unique and transformative product?
We've seen how PGX can transform yeast beta glucan and make it multi-fold more stimulatory of dectin-1. We've seen CZO make yeast beta glucan inhalable into the lung as no one else. We've seen toxicities reduced. We've seen the radical 90-fold increase in surface area for PGX-Alginate. We've seen the radical improvement in bioavailability for PGX-YBG/CoQ10 in the recent studies from the University of Alberta vs. the industry gold standard. What may be most transformative about CZO's avenanthramide pill is CZO's mysterious second formulation:
Second Formulation:
"In planning for an extension into a Phase 2a (subject to Phase 1 outcomes), Ceapro’s R&D group manufactured sufficient additional GMP batches of avenanthramides active ingredient powder for a second formulation of avenanthramides pills. The second GMP clinical batches will also be manufactured, packaged and labeled by Corealis in 2023." News release
Has CZO completed development of that second formulation and is it now ready for disclosure to the public? Will there be an announcement concerning what it is? Is the second formulation transformative? Where is the puck going?
Unique Formulation:
"A unique formulation of Ceapro’s avenanthramide is also under development through a partnership with Montreal-based COREALIS Pharma Inc., a specialty drug design company." Aug. 11, 2021
Great Promise: Potentially in combination with a newer PGX carrier:
"The safety and bioavailability study will evaluate avenanthramides as a stand-alone therapy or potentially in combination with carriers recently developed using our PGX technology to address some inflammation-based diseases, which we believe shows great promise.”" Aug. 4, 2020
With one of CZO's newer PGX carriers could CZO target additional and complementary biomarkers strengthening the biological effect in large markets? PGX-YBG is also an anti-inflammatory for instance. Could one of CZO's newer carriers significantly increase bioavailability as with CoQ10? A Trojan Horse? What about a slow-release formulation? CZO is a drug delivery company with PGX. Avenanthramide is CZO's flagship product and why Gilles joined CZO in the first place. Is the ultimate vision for this pill the marriage of PGX with the properties of avenanthramide? CZO is the only producer of natural avenanthramide at scale in the world. Gilles has noted that the non-steroidal anti-inflammatory market is worth $60 billion per year and that the launch of a new drug could take a sizable proportion of this market in its launch year alone given the launch of other drugs.
Could be most significant transformational step yet:
"“The commencement of this study represents a noteworthy milestone in the development of our avenanthramide program and 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." Dec. 22, 2023
Canadian pharma icon Ronnie Miller from the world's largest biotech company has joined CZO. Dr. William Li is on Board.
Where is the avenanthramide puck going? Can you see where Gilles is shooting the puck before everyone else and get there before the volume? Before the crowd?