RE:Fantasy and truth
fossi, I've said for a very long time that what CZO is doing has never been done before in human history. No other company has achieved what CZO has achieved on any timeline. To know the timelines one would have to know what has to be done but what CZO is doing has never been achieved in human history. Trial-and-error is often involved and this takes time. Gilles has said many variables have to be optimized for PGX. I've repeatedly posted the above image about what success really looks like to address your fantasies. Success typically isn't a straight line; especially in biopharma. As Dr. Kjetil Ask stated what comes next depends on the evolution of the data. It is hard to predict. I've said CZO isn't making PopTarts. What CZO is doing has material complexity and uncertainty. If it didn't someone would have already done it. Also, preclinical science has a high failure rate. There are no guarentees anything will happen. In a biopharma world with high failure rates timelines have an even greater failure rate.
The advantage here is that CZO can be seen trading at the value of its revenue generating base business alone. You get the multi-asset pipeline with all of its uncertainty with cash to expected key catalysts. I've said we don't even have all the data for the pipeline programs.
Despite a set-back in the ordering cycle of a major client that accounts for 50% of CZO's sales CZO is still outperforming its peers as was noted:
Five year returns:
S&P Biotech ETF down 18.3%. CZO down 5.95%. CZO's base business has kept the company viable in this historic bear market for biotech. CZO has been resilient. In a brutal and historic bear market success is measured in survival and resilience. As many microcap biotech companies are going bankrupt, or suffering major dilution CZO has generated cash internally to take it to key milestones. CZO is still in the game and hasn't been diluted like others. CZO is also looking over other struggling companies and may benefit from this historic bear market as it moves to NASDAQ and evaluates strategic opportunities. Your fantasy concerning timelines and PopTart science has been total nonesense, fossi. Your fantasy of strong returns in a historic bear market has been nonesense. Get real.
Why don't you outline the potential of the pipeline assets yourself instead of contributing nothing, expecting fantasy, and complaining about those who try to advance the case.