V1 and Rman, decided to look at some of the stocks in the model portfolio and got stuck at GZTC. This looks a great company with terrific prospects. V1, I know this is primarily your baby.
I can see why you think the CRO is worth the whole market cap. Looks like they are making almost enough money to cover the burn rate. And may even make a small profit for the company this year, depending on expenses.
In addition they have at least 7 other programs--AT-111, API, HSA, monoclonal antibodies, insulin, cancer vaccine and malaria vaccine.
Plus partnerships with Behringer, Sumomito, BMS, NCI, and BASF.
After having read the SI thread and the Edgar 10K, I have a few questions I hope you can answer:
Regarding the AT-111 trials. I understand that P1 tested only safety and P2 is testing only dosage. Is that true? Do you think there will be some hints of efficacy in the P2 results? What do you think the chances are for successful completion of P2 and prompt initiation of P3 trials? Is there any reason this transgenic version of AT-111 should not be successful? This drug has been in use for many years, already, no? But not the transgenic version.
2. I notice the stock has had a wide trading range over the last year. What would you guess might be a reasonably secure bottom?
3. Would you say the management follows pretty much in the footsteps of GENZ management in terms of their statements, credibility and financial acumen? I know that much of management came from GENZ.
4. Do you think the company will need to issue significantly more stock to fund their development over the next two years? Or will the CRO be able to hold them until profitability?
5. Any other suggestions or advice you would offer a prospective buyer (besides getting an Investor's packet?)
Still have to do more work here and see if their other programs have reached clinical trials. Thanking you in advance for your response. Please take your time--I know I've asked a lot of questions here.
For those on the thread interested in checking this out further, here is the Edgar link:
sec.gov
Andy |
