To: roadguy513 who wrote (54266 ) 12/14/2025 12:35:28 PM From: roadguy513 7 RecommendationsRecommended By Candu Canseco eagleeye1 George69 USA_Loooong_Zen and 2 more members
Read Replies (4) | Respond to of 54389 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
?? 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.