Weazel,
It's cool with me. You are one that I have no issue kicking the tires surrounding a topic.
I get the "could be" might be" 'maybe" stuff .... the issue with that is you will not get concrete anything until FDA or whatever governing body gives stamp of approval on any candidate from any company. That is the reality. In this development work, it is all "maybe" until its approved.
So one item you mentioned was buyout as example. Well of course buyout offer would move the stock. However, by then , tis only good to those that own the stock before the offer.
Even a partnership or revenue deal might not move the stock. It all depends. The issue is investors have no information on the potential market size of any of the ZIVO licensing.
Who here can quantify the market size and potential for a natural therapeutic determined to be effective in treating illness/diseases born out of mycoplasma bovis ???
Can anyone name all of them ??
Would it be small potatoes ...... or what amounts to a massive discovery ?
Can anyone quantify further dowstream market size for a pharma candidate derived from the natural bioactive ??
It isn't a stretch .... that's a NO. That is a MGMT issue. Mgmt has not quantified for investors the market size/potential for any of its proposed licenses and how much of that market might captured realistically thus one cannot legitimately quantify value, present or future inherent in the opportunity. You can bet Zoetis knows.
Read the PR. All the definitive details are not offered. And frankly you won't get them until they are published outside of the exclusivity. But what if the PR also said ..... this ends the requirements of the collaborative agreement with Zoetis successfully meeting all the agreed upon end points and Zoetis has 6 months exclusively to negotiate a license. It didn't .... in fact it made it sound like another round of tests, which to reach the next endpoint in development is certainly required ...... the question is whether the endpoints to the collaborative effort have been successfully achieved ..... if so .... one can assume Zoetis would have interest .... thus one can assume that a licensing arrangement or a buyout is possible .... thus speculation dictates a purchase and hold of the stock and potentially an increase in price.
Zoetis IS the exclusive partner and Zoetis DOES control the release of information pertaining to the collaboration. If you don't believe me, please do .... call ZIVO and ask. Be interested in their response. Why isn't Zoetis' name in the PR ?? I'd put it in there if I'm Dahl. Wouldn't you want everyone to know Zoetis is part of this process ? I have issue with ZIVO PRs bigtime ..... but that IMO is a clear indication that ZIVO does not fully control content in a situation like this.
And yes, Zoetis could stroke a check from petty cash and buyout the company or the bioactive. That's where knowing the answer to the size of market noted above gives you as an investor some of the answers as to whether the speculation of buying the stock has a huge payoff or not. Personally, a treatment for mycoplasma bovis and the potential downstream options is worth more than $1 a share in a buyout scenario by itself. That does not include what else the bioactive may be effective against .... and its not the human side ....... nutraceutical side ..... ingredient side ........ Investors do not have those answers ...... this is whatcha get. If I'm Zoetis and I liked the results, I'd just buy it. Why share it? Plus I get whatever else the bioactive does and I might even be able to work a deal with my sibling Pfizer for human applications.
Amigo Mike
