Ceapro Inc V.CZO

Net Present Value

[prophetoffactz]

If previously a $40 million PGX plant had a $100 million net present value what could the net present value of that same plant be later this year if the 10X 100L facility is successfully commissioned de-risking scale-up? The 100L facility will also allow for small-scale commercial production and revenue generation. PGX will have further been validated to small-scale commercial production.

What will the net present value of the $40 million plant be if CZO also signs a licensing deal validating PGX? The CoQ10 market appears multi-fold larger than the yeast beta glucan immune booster market. What would the net present value of a partnership in the CoQ10 space be worth. At the AGM Gilles said they were in talks with serious potential partners who understand bioavalability as a unique selling point. With the AEZS/CZO merger CZO could also have capital and additional internal capability to sign stronger PGX deals as it also looks at an immune booster opportunity. If $40 million was needed for an immune booster plant alone how much could be needed to further serve a CoQ10 partnership in the optimal partnership structure. A NASDAQ listing to support access to capital is now a near term need and the merger builds CZO's capital and internal capability.

PGX-YBG/fibrosis was also previously said to be a 6 month study from a full clinical trial 'go' decision. Avalyn raised C$80 million going into its Phase I human clinical trial.

 

[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  when we have the projected sales etc we can do a calculation avalyn raised the amount however with a molecule already approved by the fda - their project is an enhanced delivery system for that molecule The funds providers probably

[prophetoffactz]

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) 

[prophetoffactz]

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

[Tencents]

The previous comment was to answer the question  - - what would be the npv ....  the 100 m npv result has already been communicated by czo 

[prophetoffactz]

"Avalyn raised the amount however with a molecule already approved by the fda - their project is an enhanced delivery system for that molecule" - Avalyn targets the lungs. CZO's treatment could be used outside the lungs too. Dr. Ask said delivery systems could be made. His presentation said 4/10 deaths worldwide are also due to fibrosis. - COVID also wasn't around when Avalyn

[Tencents]

The Covid 19 potentiel was clearly indicated by dr ask as being in the circumstances of the pandemic  WHO has downgraded Covid 19 as non pandemic  Its unlikely the findings of dr ask will attract any interest now within  the Covid 19 space 

[prophetoffactz]

As Dr. Kolb noted less than 1 year ago in a news release current treatments don't stop the disease. PGX-YBG can reprogram macrophages and prevent fibrosis in mice. This is an urgent unmet need for those who get lung fibrosis due to COVID or not.  “Until now, we have had very limited treatment options for fibrotic lung disease since approved medications can only slow down the

[Tencents]

Dr ask gave these insights before WHO downgraded Covid 19 the ceo removed Covid 19 from his releases since then  which is normal as the interest in this segment is diminishing fast 

[Ciao]

In the summer of 2020 as the pandemic had us sheltering in place; "Hoping for favorable pre-clinical results, preparations of a Phase 1/2 clinical trial protocol will be commenced immediately and planned to be submitted to Health Authorities during Q4 2020" There could have been real developments to have help in getting this study going and genuine interest could have helped the stock