AEterna Zentaris Inc. (AEZS)

[alexander77]

AQXP spiked X50 on clinical trial news. If the DSMB board advices an immediate FDA approval based on superior efficacy of ZopTEC for endometrial cancer patients, I do not see why this won't happen to AEZS as well. There already is superior safety vs Dox (0% cardiotoxicity vs 20-30% cardiotoxicity). Now with earlier than expected 192 deaths, I think we might have hit the jackpot! Spike to $5/share at least which only means a MC of $1.5 billion dollar. Not much when annual revenues in Europe and the US could be $750 million. Without calculating Macrilen and the rest of their impressive pipeline.

Pipeline + $45 m cash since the end of last quarter and no debt:
3different types of cancer treatment, 2 products in commercialization, 1 adult growth hormone deficiency diagnostic product
1. Via a targeted Molecule, ZopTec. Phase 3 for endometrial cancer (can be the first FDA treatment for endometrial cancer) and in phase 2 for ovarian and prostate cancer. Partnered with Sinopharm for China
2. An oral vaccin partnered with a German company which will pay for the entire development, pays an upfront fee, milestones and royalties once commercialized
3. ERK-inhibitors, partnered for 12 months (pre-)clinical testing with a German company, with an option for development and commercialization after 12months testing. Upfront fee, milestones and royalties.
4. Estrogel and Saizen revenues
5. Diagnostic product, called Macrilen, for the diagnosis of Adult Growth Hormone Deficiency, in phase 3 with the potential to become first-in-its'-class