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Zomedica (ZOM)

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Last Post: 11/25/2021 2:16:48 PM - Followers: 205 - Board type: Free - Posts Today: 0


Zomedica Due Diligence

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CEO Robert Cohen Track Record

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=163198942

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Razer Blade System in Sales

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=163198928

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Cartridge Prices

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=163198914

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Head of Commercialization Sales

Zomedica utilizing it's competitors knowledge.... It's nice to have a high-level person from one of Zomedica's biggest competitors on our team...

Bruk Herbst - Zomedica’s Chief Commercial Officer

Notable Experience:
1. IDEXX - Executive Director, Head of Sales and Marketing
2. Voyce - Executive, Sr. Vice President of Sales Marketing
3. CSL, Sales Consulting - Founder

(IDEXX is our main competitor in the market, check them out)

"Over the course of his dynamic career, he has successfully launched numerous veterinary products on behalf of global corporations and startup enterprises.".


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Zomedica has $277.0+ Million on hand... and is set to Acquire... but who? Learn: beechwood.pro/brochure.pdf

"As part of our business strategy, we may pursue in-licenses or ACQUISITIONS of other complementary assets and business and may also pursue strategic alliances."
-10-K Earnings 2020

---Robert Cohen's (CEO) specialties include acquisitions and global expansion within industry! Even while he is acting CEO of Zomedica, he remains a Senior Advisor for Beechwood Capital Advisors.

"Beechwood's team has deep experience in commercial banking, investment banking and management consulting... ...We have managed acquisitions, mergers, divestitures, business sales and financial transactions for companies valued between $5 million and $350 million dollars.

Our Advisory Board consists of many well-known executives and recognized experts in their respective fields, including Robert Cohen, Jack Jacobs, Don Jones, and Henry DeGeneste."

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1. Series 1 Shares Eliminated, opening the door to amalgamations, mergers, acquisitions etc.

2. Cohen Specializes in Acquisitions!

3. Cohen is still a Senior Advisor of Beechwood, specializing in acquisitions!

4. Cash-on hand & no debt + new revenue is a great incentive. It's like buying a car made of gold, if it doesn't run, you can still sell the gold no problemo.


5. Price volatility and extreme short interest. Hard to deny the heavy manipulation here.

6. Lack of PR. This could be to keep the price down, or it could just be because it doesn't matter if they're being bought.

7. Overly bearish sentiment for there being no bad news, and tons recent and potential good news

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Zomedica's Partners:
Qorvo owns 2,565,789 shares at $1.52
Seraph owns 641,717 shares at $1.94
Celsee owns 112,314 shares at $2.22


Previous Series 1 Shareholders:
Wickfield owns 24,719,101 shares at $1.78
Wickfield Bridge Fund LLC, previously held 12 Series 1 Preferred Shares.

Each of those shares cost them $1.0m (totaling $12.0m). They were guaranteed a return of $108.0m either through direct payment or 9% royalty of ZOM's net sales.

Instead, Wickfield Bridge Fund LLC agreed to exchange their 12 Series 1 Preferred Shares for 24,719,101 common shares at 1.78 per share, totaling ~$44.0m.

This means that Wickfield Bridge Fund LLC decided to "forfeit" $64.0m dollars of guaranteed profit in order to receive their common shares at $1.78 per share.

For Wickfield Bridge Fund LLC to "break even" the share price must reach a minimum of $4.36

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Bought Deal:
H.C. Wainwright 105,013,158 shares at $1.90

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"In early 2020, we successfully COMPLETED the development and manufacturing milestones for our liquid biopsy platform..... We intend to seek one or more partners for the further development and commercialization of the liquid biopsy platform."

10-K Filing, February 26th 2021

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"Following the commercial launch of TRUFORMA, we expect to continue the development of another point-of-care diagnostic platform..... [ZM-020] ...... This platform is being developed with Seraph Biosciences, Inc....."

-10-K Filing, February 26th, 2021

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Using the expected YoY growth rate increase from Year 2 and 3 (which was 29%) in the PCG Report, we could potentially see revenue in the billions by Year 6. The below chart is found in the June 25th PCG Research Report and only projects years 1-3.

We have no way of knowing what the actual growth rate will be. However, since years 2 & 3 were the only projected revenue [post launch] shared by Zomedica and PCG. We can use it to project at least something.. So, years 4-8 are assumed to increase in growth by 29%, just like Zomedica expected year 2-3 revenue to grow.

This is likely a low estimate, considering Zomedica's growth goals are global.

Year 1: $7,450,000
Year 2: $20,250,000
Year 3: $60,750,000.00
Year 4: $156,735,000.00
Year 5: $449,829,450.00
Year 6: $1,421,461,062.00
Year 7: $4,904,040,663.90
Year 8: $18,341,112,082.99


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Pipeline


* ZM-024 (TRUFORMA) - PoC Biosensor Platform // Thyroid & Adrenal Disorder Immunoassays +3 additional assays + 2 more by end of year. 8 Assays in Total https://zomedica.com/truforma



* ZM-022 - Lymphoma Assay

* ZM-020 - PoC Pathogen Detection Platform // Urine & Fecal Testing

* ZM-017 - Canine Cancer Liquid Biopsy Platform // Hemangiosarcoma, Osteosarcoma & Lymphoma

* ZM-012 -Metronidazole Tablet // Anti-diarrheal - Approved for use in humans, same API as Flagyl

* ZM-011 - Transdermal Fluoxetine // Behavioral disorders, e.g. inappropriate urination, same API as Prozac

* ZM-007 - Metronidazole Oral Suspension // Anti-Diarrheal for small breeds & puppies.

* ZM-006 - Transdermal Methimazole // Hyperthyroidism - Oral formulation approved for use in humans (Tapazole) & cats (Felimazole)

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Institutional Shares - 149,363,921 - 15.30%

Vanguard Holds 82,747,393
State Street Corp Holds 18,366,408
BlackRock Holds 17,325,384
Renaissance Technology Holds 13,371,960
SPDR S&P Pharmaceuticals ETF Holds 13,091,502
Cambridge Investment Holds 11,143,288
Geode Capital Management Holds 7,881,629
FSMAX Fidelity Holds 7,285,929
ProShares Pet Care ETF Holds 3,974,156
Brown Brothers Harriman Holds 2,285,532
Northern Trust Holds 2,157,655
Morgan Stanley Holds 1,990,890
Swiss National Bank Holds 1,983,700
Chase Bank Holds 1,115,014
Pinnacle Wealth Holds 1,005,022
iShare S&P Total US Market 900,203

May 2021 Was At 6.04% It Has More Then Doubled Since Then
If institutions are loading on a stock under $5 there’s a good reason behind it! TUTS don’t load on stocks under $5!



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ZOM News: Current Report Filing (8-k) 11/18/2021 02:06:14 AM
ZOM News: Zomedica posts widening Q3 net loss as SG&A expenses more than double 11/12/2021 12:39:19 PM
ZOM News: Zomedica reports Q3 results 11/12/2021 11:17:23 AM
ZOM News: MSCI adds ZOM, CLOV, 110 others to US Micro Cap Index, MNKD, SAVA to be deleted 11/12/2021 09:27:16 AM
ZOM News: Statement of Changes in Beneficial Ownership (4) 11/10/2021 11:15:23 AM
PostSubject
#2902  Sticky Note $ZOM Due Diligence EyalCap 09/13/21 07:35:26 AM
#3038   All you Zombies show your faces glenngroove 11/25/21 02:16:48 PM
#3037   Buying opportunities .. thanks for the wishes.. cut EyalCap 11/23/21 08:22:19 PM
#3036   your lower 550's have now become your lower 40's A2Z 11/23/21 02:57:58 PM
#3035   Insiders buying they know it's undervalued. BuyLow_Sell_High 11/23/21 09:41:05 AM
#3034   Keep lurking with full pipeline Zomedica should be EyalCap 11/23/21 06:06:22 AM
#3033   Keywords PIPELINE ZM-017 / ZM-020 on the way EyalCap 11/23/21 06:05:19 AM
#3032   Bro he is fully retired.. he came in EyalCap 11/23/21 06:04:01 AM
#3031   Insider buying board member buys 250k shares at EyalCap 11/23/21 06:02:56 AM
#3030   A lot of patent news on ZM-017/ZM-020 Over EyalCap 11/23/21 06:01:25 AM
#3029   Never thought it would go below.50. I nice Spumoni 11/22/21 02:32:02 PM
#3028   As with any stock it always depends on George28 11/22/21 01:58:19 PM
#3027   I’m down 77%. $ZOM better bounce back, or Ruben3009 11/22/21 12:31:01 PM
#3026   Yeah, I am down 67% here myself. GolfFishSurf 11/22/21 12:21:43 PM
#3025   I guess it was a fluke to hit Spumoni 11/22/21 12:15:09 PM
#3024   Eyal you are one of the best of A2Z 11/22/21 08:15:45 AM
#3023   Let see how that work out for yall.. EyalCap 11/21/21 05:38:24 AM
#3022   I honestly can't put a number on it KMC-1 11/20/21 11:52:14 PM
#3021   Where do you see ZOM as a buy? glenngroove 11/20/21 03:14:26 PM
#3020   agree A2Z 11/19/21 12:13:12 PM
#3019   It’s on drugs! Rev is for crack heads! CarlCarlMcB 11/19/21 06:13:48 AM
#3018   Yep. This one has no real revenue and KMC-1 11/18/21 08:45:59 PM
#3017   Wow…. So much for 50 cent support. A2Z 11/18/21 11:53:56 AM
#3016   Let’s save these posts and check back in KMC-1 11/16/21 02:14:50 PM
#3015   Keep dreaming. Zomedica is about to close BuyLow_Sell_High 11/16/21 12:37:28 PM
#3014   I disagree with almost this entire post. This KMC-1 11/16/21 10:59:42 AM
#3013   Does anyone have any insight into what $zom BuyLow_Sell_High 11/16/21 09:22:02 AM
#3012   Stop feeding into the narrative guys and make EyalCap 11/13/21 01:35:52 PM
#3011   I will drop in feb or march. A2Z 11/06/21 07:04:15 PM
#3010   I really dont care how many shares you A2Z 11/06/21 06:57:16 PM
#3009   Of course anytime man EyalCap 11/05/21 08:22:47 AM
#3008   Ahhh. Thank you for that breakdown. WiseYoda 11/05/21 08:16:57 AM
#3007   No News and We Rise I knew this EyalCap 11/05/21 03:02:32 AM
#3006   Leave those emotions in the bedroom .. Stocks EyalCap 11/05/21 03:00:29 AM
#3005   Truly hate that website man.. their taking kickbacks EyalCap 11/05/21 02:56:29 AM
#3004   By the wave cycle on the cart I EyalCap 11/05/21 02:50:56 AM
#3003   No idea who Russell is. ATH $2.90? You WiseYoda 11/04/21 10:19:17 PM
#3002   Good read https://investorplace.com/2021/11/pet-stocks-alert-what-is-going-on-w Bklyntripr 11/04/21 08:42:41 PM
#3001   Good old Russell.. I told you guys once EyalCap 11/04/21 06:25:29 PM
#3000   Picking you up soon ?? EyalCap 11/04/21 06:24:09 PM
#2999   Good for paperhands.. I can hold 600k+ shares EyalCap 11/04/21 06:23:51 PM
#2998   News with this momentum would be just what WiseYoda 11/04/21 05:38:26 PM
#2997   I don’t see any, so probably expect some LORTAP KCOTS 11/04/21 05:36:14 PM
#2996   Why is this running? Did news come out? WiseYoda 11/04/21 05:03:20 PM
#2995   Think what you want everything i said was A2Z 11/04/21 02:58:23 PM
#2994   Mine is $1.278 GolfFishSurf 11/04/21 10:46:08 AM
#2993   What’s everyone’s Cost Average? EyalCap 11/03/21 07:18:57 PM
#2992   Let’s be nice ?? .. not everyone understand EyalCap 11/03/21 07:18:14 PM
#2991   Adios move on troll. BuyLow_Sell_High 11/03/21 06:51:31 PM
#2990   you hope but i wouldnt count on it. A2Z 11/03/21 03:33:28 PM
#2989   eyal when iu needed to talk to them A2Z 11/03/21 03:32:08 PM
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