When Ronnie says he's "thrilled" he knows who CZO...It takes a lot to thrill a guy of Ronnie Miller's stature. He knows excellence from the top of the largest biotech company in the world. When Ronnie says he's "thrilled" he knows the status of the technology. He knows the plans. He knows who CZO has been talking to. People should listen.
AGM notes:
"CZO has shown 2X CoQ10 bioavailability of cyclodextrine and 4X bioavailability of Triolien. Discussions concerning out-licensing a PGX complex are underway right now with serious potential partners in the neutraceutical industry. Partners are pretty impressed and understand why CZO wants to make bioavailability the unique selling point. Sigrun Watson is holding discussions with very, very serious partners. CoQ10 is a $4 billion market. "
When Gilles wants to move this to NASDAQ he knows who he has been talking to. He knows the status of the tehnology. He knows the plans. Gilles even knows the terms of the deals that have been discussed for AEZS's diagnostic test. He's in the catbird seat at AEZS.
It is important to recognize the timing. The insiders know a lot at this moment. They are "thrilled" and want this on the biggest stage, NASDAQ, right before the news breaks. 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). Sample has been shipped to Symrise of oat beta glucan.
CZO's main client has returned with a first shipment.
AEZS's diagnostic continuing roll-out for adults in Europe, etc., and relaunch for adults in US market
.
FDA and European approval for the diagnostic test for children
Licensing deal for the diagnostic test for North America
Commissioning of 5X PGX scale-up expected next month.
Commissioning of 10X scale-up to decision point for mass industrialization of PGX expected in the next seven months.
PGX-yeast beta glucan: "...this product could be offered as an immune booster before year end 2024."
PGX licensing deal.
Immune booster plant. The previous proposed 40 million dose plant had a 100 million net present value.
With the Q3 financials news release a protocol for an animal trial for the immune booster had been designed. This could strengthen belief in superiority for the immune booster.
Phase I avenanthramide clinical trial results. The first two cohorts show no adverse events.
Wound healing results with the Angiogenesis Foundation in ongoing study.
Wound healing partnership.
Fibrosis clinical trial 'go'/'no go' decision and regulatory filing
Phase IIa avenanthramide clinical trial results
"Ceapro’s team has successfully developed a unique, standardized formulation for a healthy confection which includes a high concentration of OBG with daily dosage according to approved claims in 10 developed countries...Ceapro’s team anticipates the official commercial launch of its approved natural health product in H2, 2024...
Avenanthramide pill partnership
AIM Biologicals 'go'/'no go' clinical trial decision and clinical development path as well as other potential assets.
Potential analyst coverage. AEZS is already covered by H.C. Wainwright with a C$100 million market cap target price. Given this is a merger of equals this may speak to the value of the combined company.
The S&P Biotech ETF has hit a new 52-week high today and has broken to a multi-year high after the worst biotech bear market in history. Gilles may have acquired AEZS's assets at the bottom with epic timing. The S&P Biotech ETF has surged 56% in four months as this merger has been put together. Many biotech assets have been trading below cash, such as AEZS's. As the biotech market breaks out and the merged company shows a path to long-term sustainability the new merged company could rebound very sharply with analyst support.
"The combination is attractive for shareholders of both companies, as it is expected to create a long-term sustainable business, which is optimally positioned to deliver value as the biopharma sector recovers from its current levels." news release