Home > Boards > US Listed > Medical - Healthcare >

Zomedica (ZOM)

ZOM RSS Feed
Add ZOM Price Alert      Hide Sticky   Hide Intro
Moderator:
Search This Board: 
Last Post: 5/17/2022 7:10:05 PM - Followers: 208 - Board type: Free - Posts Today: 0


Zomedica Due Diligence

——————————————————————————

CEO Robert Cohen Track Record

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

——————————————————————————

Razer Blade System in Sales

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

——————————————————————————

Cartridge Prices

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

——————————————————————————
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.".


—————————————————————————

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."

——————————————————————————

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

——————————————————————————

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

——————————————————————————

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

——————————————————————————

"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

——————————————————————————

"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

——————————————————————————

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


——————————————————————————

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)

——————————————————————————

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!



ZOM
Current Price
Volume:
Bid Ask Day's Range
  • 1D
  • 1M
  • 2M
  • 3M
  • 6M
  • 1Y
  • 2Y
  • 3Y
  • 5Y
ZOM News: Quarterly Report (10-q) 05/10/2022 12:16:50 PM
ZOM News: Additional Proxy Soliciting Materials (definitive) (defa14a) 04/26/2022 12:08:17 PM
ZOM News: Proxy Statement (definitive) (def 14a) 04/26/2022 12:07:16 PM
ZOM News: Annual Report (10-k) 03/01/2022 12:04:56 PM
ZOM News: Zomedica gains as new acquisition drives Q4 topline growth 02/25/2022 11:54:00 AM
PostSubject
#3105   Georgia swamp land because that is where people glenngroove 05/17/22 07:10:05 PM
#3104   In the current environment cash is king. Where George28 05/17/22 06:37:48 PM
#3103   RS? George28 05/17/22 06:37:01 PM
#3102   What the hell are they doing with all glenngroove 05/17/22 05:09:31 PM
#3101   I really don't know how some of these KMC-1 05/17/22 05:01:41 PM
#3100   they have a lot of cash though lol glenngroove 05/17/22 04:23:39 PM
#3099   There's no real revenue, and they apparently aren't KMC-1 05/17/22 01:23:36 PM
#3098   What's the bottom on this thing? glenngroove 05/13/22 03:58:04 PM
#3097   More interesting! ttottip 05/06/22 03:57:29 PM
#3096   Very interesting here! ttottip 05/03/22 01:33:47 PM
#3095   No. This is years away from anything exciting. KMC-1 04/29/22 12:48:51 PM
#3094   This is beyond depressing what is happening with GolfFishSurf 04/28/22 12:45:37 PM
#3093   The little bit I've read sounds quite positive, KMC-1 04/25/22 10:47:29 PM
#3092   It’s been awfully quiet for a long time, Spumoni 04/21/22 01:59:20 PM
#3091   Nothing.... that's the sad part. GolfFishSurf 04/21/22 01:58:11 PM
#3090   WTF is going on here????? Spumoni 04/21/22 01:56:37 PM
#3089   Never mind, I had dates confused. For some BuyLow_Sell_High 03/09/22 08:42:56 AM
#3088   Was the investor conference today? BuyLow_Sell_High 03/08/22 07:15:20 PM
#3087   Larry did said Zomedica will be releasing ZM-017, EyalCap 03/08/22 12:52:41 PM
#3086   Hate to tell you eyal i am not A2Z 03/06/22 12:37:52 PM
#3085   I'm surprised the stock didn't move up on KMC-1 03/04/22 01:57:12 PM
#3084   Lol Reddit didn’t bring in 100/200m volume EyalCap 03/03/22 02:09:57 PM
#3083   e honest are A2Z 03/03/22 02:04:11 PM
#3082   Be honest are you a short seller?.. I EyalCap 03/02/22 10:41:23 PM
#3081   73.9% Gross Margins. That's the most encouraging BuyLow_Sell_High 02/25/22 05:00:11 PM
#3079   Love knowing where I can read real details SmallCapStockGuy 02/17/22 12:46:06 PM
#3078   He spoke.. BUY SIGNAL!!! Imoo EyalCap 02/16/22 01:53:27 PM
#3077   Yep still lurking captain….. been 3 months. If A2Z 02/16/22 01:51:49 PM
#3076   High inflation, high gas prices, high unemployment, high Bigstud is here 01/29/22 05:26:42 PM
#3071   Though we are all paying higher prices across glenngroove 01/21/22 03:48:02 PM
#3068   I'll buy at 25 cents glenngroove 01/10/22 04:32:37 PM
#3065   Crazy that I think the same thing. I Spumoni 01/10/22 10:30:24 AM
#3061   H.C. Wainwright Bioconnect Conference! Basically it’s a very important EyalCap 01/09/22 09:45:28 AM
#3060   The factual fact the market like Biden more! EyalCap 01/03/22 08:32:39 PM
#3059   I’m sorry you didn’t like my flippant response. BuyLow_Sell_High 01/03/22 05:27:38 AM
#3058   Coming up with some childish insult has literally KMC-1 01/02/22 11:56:18 PM
#3057   Make sure you stretch before you reach so hard... BuyLow_Sell_High 01/02/22 10:32:26 PM
#3056   L-G-B George28 01/02/22 12:42:17 PM
#3055   Social Media pumping, Trump economy / economic policies, KMC-1 01/02/22 12:40:26 PM
#3054   Time to be greedy. Load the boats. BuyLow_Sell_High 12/30/21 07:26:02 PM
#3053   WTF??? How the heck was this POS ever Spumoni 12/28/21 05:48:18 PM
#3052   Well Hell yes. Pulsevet Revenue out $8.5M BuyLow_Sell_High 12/10/21 04:57:34 PM
#3051   Comments on a post from 3 months ago BuyLow_Sell_High 12/06/21 10:06:25 AM
#3050   Outdated. Ruben3009 12/06/21 09:37:18 AM
#3049   $ZOM, loaded up some more $zom at .33/share. Ruben3009 12/05/21 03:13:54 PM
#3048   Just Hold! You’ll see. Ruben3009 12/04/21 09:20:56 PM
#3046   He hold over a million of shares .. EyalCap 12/02/21 07:28:05 PM
#3045   What happens in April glenngroove 12/02/21 05:55:16 PM
#3043   If u are insider purchasing 97,000 dollars worth A2Z 12/01/21 10:26:53 AM
#3042   Spinoni …. There was an influx of hype A2Z 12/01/21 10:22:26 AM
PostSubject
Consent Preferences