Ceapro Inc V.CZO

RE:Proph...

[prophetoffactz]

"The only thing you can do is tell constant fairy tales. The truth is the permanent decline of AEZS and CZO."

Knowing how much CZO's stock price has fluctuated over the last decade due to circumstances beyond Gilles control to claim the current movement in the stock price is permanent is foolshiness. A number of extraordinary events have hit the stock price that have nothing to do with the business. Gilles is responsible for building the business. With Gilles on the inside of both companies before major events and Ronnie Miller by his side with Bloom Burton Ronnie Miller is "thrilled".

This is what Gilles is responsible for:  

"The combination is attractive for shareholders of both companies, as it is expected to create a long-term sustainable business..." news release

The path to a long-term sustainable business is key. 

The merger provides capital and internal capabilities from AEZS to "fully support" CZO's near-term revenue generatng development programs.

Gilles Gagnon, Chief Executive Officer of Ceapro: “The transaction provides us with the additional capital and internal capabilities to fully support near-term revenue generating cosmeceutical and nutraceutical product development programs..." news release

With financing and internal capabilities in place you can see why Ronnie Miller is "thrilled", Gilles is 'excited' and the Chair of AEZS is 'compelled'. Gilles is on the insideof both CZO and AEZS and knows the deals, etc., being worked on. Gilles wants CZO's pipeline on NASDAQ now for a reason. Given H.C. Wainwright's US$15 target and that it is a merger of equals the target valuation of this deal is arguably C$200 million or ~$1.25 per current CZO share.

The path,
the daisy chain of events that will define this merger...

AEZS's diagnostic test clinical trial results for children
Launch of powder formulations of CZO's two active ingredients(beta glucan, avenanthramide)
CZO's main client returns
AEZS's diagnostic continuing roll-out for adults
FDA approval for the test for children
Licensing deal for the diagnostic test for North America
Commissioning of 5X PGX scale-up
Commissioning of 10X scale-up to decision point for mass industrialization of PGX
PGX licensing deal
Immune booster plant
Phase I avenanthramide clinical trial results
Wound healing results
Wound healing partnership
Fibrosis clinical trial 'go'/'no go' decision and regulatory filing
Phase IIa avenanthramide clinical trial results
Avenanthramide pill partnership
AIM Biologicals 'go'/'no go' clinical trial decision