Post by
prophetoffactz on May 14, 2024 12:33pm
5 months today since the merger announcement
What will the event chain look like?
Deal closed...
Analyst report(s)?... H.C. Wainwright had a C$100 million market cap target price for AEZS. As a merger of equals could we see a C$200 million market cap target price? Will Bloom Burton initiate coverage?
Top line data for AEZS's diagnostic test is expected in Q3. Do we have the industry's first stand-alone human growth hormone deficiency test?
What could a diagnostic deal look like? The last North American deal had an upfront payment of C$40 million adjusted for inflation plus additional potential payments and royalties.
The 5X PGX scale-up was said almost complete after three trial runs. The 5X scale-up will allow for a filing with Health Canada and potential approval this year allowing CZO's first commercial PGX sales. This scale-up was also expected to provide material for potential partners. Will there be a PGX partnership announcement of some sort? The decision point for mass industrialization is expected to be reached in Q3 with the 10X or 100L scale-up.
The avenanthramide clinical trial should be on its final dose level of the single-ascending dose portion of the clinical trial right now. Six different dose levels were to be tested. Do we have a natural product with a very strong safety/tolerability profile?
"These results are very promising given that the higher the dose without safety concerns, the larger the potential for extending to various inflammation-based diseases." Feb. 23, 2024; news release
In October of last year AEZS anticipated preclinical NMOSD results very soon from Harvard which has worked on prior NMOSD treatments. They have specific models. Will we get data soon and a regulatory path forward? AEZS has also been working on its hypoparathyroidism treatment.
In October of last year Gilles said they needed to complete a toxicology study for the potential fibrosis treatment. Dr. Kolb said that if preclinical results were replicated in humans it could profoundly change the treatment landscape. Last news release CZO said "A comprehensive scientific article was recently submitted to the Biomaterials scientific journal. Ongoing assessment as a potential drug candidate for a Phase 1 clinical trial."
Data from the Angiogenesis Foundation may also be near concerning wound healing. Gilles called prior data a "home run" and Dr. Li used the Intel Inside metaphor given the number of potential applications. CZO has already cleared the model other comapanies use to justify clinical trials and the new data could strengthen CZO's understanding as they plan for the next phase.