Glad to see you're setting up a site here. Hopefully it can draw some attention to this little know, but potentially great, stock.
While I believe many will learn of AEZS in the near future as Perifosine approaches approval, I believe the pipeline is the real story here. AEZS-130, which actually could be approved before Perifosine, is really an unknown quantity. It's really a diagnostic tool, not a drug, used to determine if individuals have low HGH production levels. This is not thought to be a problem in much of the population, but it's never been measured in much of the population as there has never been a simple and relatively cheap way to do it. If after usage by those suspected of having low output the findings are that its more prominent then anyone thought, then the use of the test could become more routine. I'm not suggesting that this will be a blockbuster drug, just that it may grow over time to reach levels into the hundreds of millions annually, and it might do so without a partnership as AEZS may be able to meet all demands themselves.
There are certainly other drugs in the pipeline that should have blockbuster potential. If nothing else, this company should currently be at or near par when compared with KERX, it's partner in Perifosine that has North American rights. KERX is fully responsible for the FDA Trials, but AEZS will have worldwide benefits with FDA approval. They developed the drug which they own everywhere except North America, Korea, and Japan. Of course they'll receive royalties from their partners in these places once sales develop.
To me, better than a double would just move the market cap to KERX's level, that could happen with no further news. The submissions of NDA for Perifosine and/or AEZS-130 should raise the stock price, as well as other news, and by next year when both drugs could be approved this stock could easily be in double digits. JMHO.
Gary |
