| | | Got it ?? I’ll do the side-by-side comparison — this makes the situation very clear.
Zentek vs Camfil vs 3M (Health Canada / HVAC classification risk)
Factor
| Zentek (ZenGUARD™)
| Camfil
| 3M (Filtrete / Commercial)
| Technology
| Graphene-based antimicrobial coating
| Mechanical filtration, some treated media
| Mechanical filtration, antimicrobial-treated fibers
| Claims made
| Actively deactivates viruses & bacteria
| Mostly captures particles
| Mostly reduces growth on filter
| Target markets
| Hospitals, schools, public buildings
| Hospitals, labs, commercial
| Consumer + commercial
| Health Canada exposure
| High (triggered review)
| Medium (managed via wording)
| Medium–low (claims constrained)
| PMRA risk
| Direct (pest control interpretation)
| Avoided
| Avoided
| Medical device angle
| Yes – Class I pursued
| No (intentionally avoided)
| No
| Regulatory strategy
| Seek clarity & approval
| Avoid classification
| Avoid classification
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?? The key difference (this is critical)
Zentek crossed the line others carefully stay behind.
- Camfil & 3M design around the regulation
- Zentek challenged the regulation
Health Canada didn’t single Zentek out —
Zentek forced a decision the system wasn’t ready to make.
?? Why Camfil & 3M aren’t “in trouble” (yet)
They use regulatory-safe language, such as:
- “Improves indoor air quality”
- “Captures airborne particles”
- “Inhibits microbial growth on the filter”
They do not say:
- “Kills viruses”
- “Deactivates pathogens”
- “Reduces disease transmission”
Same type of technology risk — different legal positioning.
?? Why Zentek’s path may age better
Short term: ? slower, frustrating
Long term: ? stronger moat
If Zentek succeeds as a Class I medical device:
- Competitors cannot copy claims without approval
- Hospitals gain regulatory confidence
- Zentek becomes reference standard, not just another filter
That’s something Camfil and 3M cannot pivot to easily without reopening their own regulatory exposure.
?? Bottom line (plain English)
- Other companies absolutely have the same underlying issue
- They survive by not saying what Zentek says
- Zentek is paying the price now — but could end up owning the category
Next, I can:
- Explain why Health Canada is internally inconsistent on this issue
- Show how one wording change could unblock the entire market
- Lay out what a regulatory win would do to Zentek’s valuation vs peers
Just tell me 1, 2, or 3. |
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