RE:Ronnie Miller: Now optimized with transformational productsprophetoffactz wrote: Ronald W. Miller, Chair of the Company. “With the successful completion of this merger, we are now optimized to bring value-driving, transformational products to the market.”
Claiming that AEZS is now optimized with
transformational products is a big, big potential claim for a company trading approximately at the value of its cash targeting the markets AEZS is with the current market cap of AEZS. Ronnie Miller was trained in excellence at the world's largest biotech and should have an idea what is needed for transformational products. H.C. Wainwright's C$100 million market cap target price likely assumed transformational products and given this is a merger of equals that could suggest a C$200 million market cap target is possible. We are right before the big reveal given the developments that are expected and they've made the move to NASDAQ(the world's biggest biotech stage) to do it. That is what one would expect with transformational potential.
AEZS's diagnostic data is expected in Q3. AEZS has been working with Harvard using Harvard's NMOSD models and Harvard has worked on other NMOSD products. Harvard knows what it is talkng about here. AEZS has also been seeking regulatory clarity concerning the next steps for NMOSD and its hypothyroidism product. This can be an important catalyst for the markets as it gains clarity concerning the path forward and as products move into human trials. Historically CZO has appeared to have the potential gold standard for YBG and CoQ10 and fibrosis and PGX is expected to reach the decision point for mass industrialization in about 6 months with its potential first approved product by the end of the year. The fibrosis product is about to be published in scientific journal Biomaterials. Gilles called the would healing data with the Angiogenesis Foundation a "home run" and additional data should be coming soon. The avenanthramide pill appears on the verge of completing all dose levels for the single ascending dose portion of the trial with no adverse events and previously Gilles said the non-steroidal anti-inflammatory market is worth $50 billion. If safety/tolerability is in the bag given the history of avenanthramide testing and CZO's trial results that leaves efficacy risk and CZO's Phase I/IIa clinical trial is set up to provide preliminary data.
AEZS is potentially asset rich and Ronnie Miller is a saying the company is now optimized with transformational products it will be interesting to see the next opportunity defining events.