Ceapro Inc V.CZO

Chemicals Specialty Chemicals

Ceapro Inc. is a Canada-based biotechnology company. The Company is involved in the development of extraction technology and the application of this technology to the production of extracts and active ingredients from oats and other renewable plant resources. Its primary business activities relate to the development and commercialization of natural products for personal care, cosmetic, human, and animal health industries using technology, natural, renewable resources, and developing products, technologies, and delivery systems. The Company's products include a commercial line of natural active ingredients, including beta glucan, avenanthramides (colloidal oat extract), oat powder, oat oil, oat peptides, and lupin peptides, a commercial line of natural anti-aging skincare products, utilizing active ingredients, including beta glucan and avenanthramides and veterinary therapeutic products, including an oat shampoo, an ear cleanser, and a dermal complex/conditioner.

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Ceapro Inc > Net Present Value

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Comment by prophetoffactzon Mar 02, 2024 2:14pm

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Post# 35911315

RE:RE:RE:Net Present Value

Also potentially improving the $100 million net present value of an immune booster plant:

"Ceapro’s ability to finalize specifications and test methods for high purity YBG has enabled PGX plant design to move forward with substantially fewer variables and less risk." news release

prophetoffactz wrote: Tencents. "The npv would probably be the after tax 20 year oroduct less costs to get the product to the customer including plant costs at a reasonable discount factor"

It was a 20% discount rate and 3% market share with 10 other yeast beta glucan products on the market as of this presentation.
@21:50 Ceapro (CRPOF) CEO Gilles Gagnon – Presentation from NobleCon17 (youtube.com)

CZO could also theoretically spin-off the immune booster into a 51% controlled subsidiary with AEZS's substantial tax loss carryforwards making use of that tax asset.

CZO will also have a product available for market this year and be able to begin generating revenue which wasn't part of the $100 million net present value calculation.

If CZO could market a new gold standard immune booster through a direct online marketing campaign, etc., given one company's product is selling for US$1.67 per capsule retail, that could mean a 40 million dose plant at maximum production could be C$90 million revenue per year. I need more detail on the mg per dose for CZO's previously proposed facility to nail this down.

Copilot:

Cost and Dosage:

Pure Synergy SuperPure Beta 1,3 Glucan:

Dosage: Each capsule contains 500 mg of pure beta 1,3 glucan.

Cost: A container with 60 capsules is priced at $84.99 (approximately $1.42 per capsule) 3.

Glucan Elite Ultra Potency:

Dosage: Each capsule contains 500 mg of beta 1,3D glucan.

Cost: A container with 60 capsules is priced at $99.99 (approximately $1.67 per capsule) 4.

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With successful scale-up to 100L this year and completion of the preclinical animal trial(CZO noted that it had designed one in its Q3 news release) CZO could go bigger than a 3% market share; especially with a gold standard partner. A gold standard product may be able to target gold standard market share. With successful scale-up this year and a successful animal trial validating the results in a human cell-line the 20% discount rate used in the $100 million calculation could also fall significantly.

Lastly, with the unique qualities of CZO's potential gold standard immune booster it could transcend the $1 billion year beta glucan immune booster market and enter the larger $24 billion immune booster category. Could CZO have the only potential inhalable product and also impregnate PGX-YBG with other bioactives enhancing immune response.

Tencents, "avalyn raised the amount however with a molecule already approved by the fda - their project is an enhanced delivery system for that molecule"

PGX-YBG has been studied with that very same molecule(nintedanib) by the same McMaster scientists who helped Avalyn(Dr. Kolb, Dr. Ask). Dr. Kolb said PGX-YBG could profoundly change the landscape it preclinical results are replicated in humans and macrophages are an accepted target in the scientific literature. Yeast beta glucan is also widely accepted as safe in general.