RE:An investment thesis and the destruction of trust. boazklinghorn "It would venture is was some variation of the idea that this small company had a unique technology, and that even though it was early in the game there was compelling evidence that this technology actually worked and had the potential to be used in a broad range of applications."
The technology has worked as expected. They want CZO listed on NASDAQ now. Take a hint. Ronnie Miller is "thrilled". Take a hint. PGX is expected to reach the decision point to mass industrialization with Natex in approximately 6 months. Take a hint. The merger provides capital to fuel CZO's plans for significant growth plans. Take a hint. AEZS's diagnostic is a potential cashcow and Gilles is on the inside of AEZS with a look at the emerging terms of a deal. Take a hint. The first PGX product could be on the market this year.
Less than two weeks ago:
“We continue to make promising progress across all areas of our business. Given the recent developments, we anticipate that all key success factors will align to expand our business model." Gilles Gagnon
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 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 this morning and is testing a multi-year breakout 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 48% in less than 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 potentially breaks out and the merged company shows a path to long-term sustainability the new merged company could rebound sharply.
"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