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If institutions are loading on a stock under $5 there’s a good reason behind it! TUTS don’t load on stocks under $5 it’s practically unheard of in their investing strategies!! @Vanguard We want to know the reasons behind the large investments in @Zomedica 80 Million Shares should have at-least 80 different reasons for it. @IDEXX @ZoetisUS, $HSKA took the settlement with $QRVO let the bidding war begin before Zomedica Opens its War Chest finally and becomes more expensive to buy out.
Zomedica Ticker: $ZOM 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.
* 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 Methimozole // Hyperthyroidism - Oral formulation approved for use in humans (Tapazole) & cats (Felimazole)
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Institutional Shares - 149,363,921 - 15.28%
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
Their following the $RUT like most small cap stocks
everyone knows Q2 is going to be bullish because Q1 is going to look good on most small cap stocks
we should see a reversal
$RUT $RUT index down almost 3% LMAO heavy manipulation!
do you think they will update the balance sheets in Q1 Earnings with the 270 million they got from the bought deal back in Feb, 21
Anyone saw the $RUT drop and $ZOM followed?
On October 22, 2020, Commission staff issued a no-action letter regarding the broker-dealer customer protection rule, Exchange Act Rule 15c3-3, in relation to certain fully-paid lending programs operated by some broker-dealers.[2] Rule 15c3-3(b)(3) requires broker-dealers entering into agreements with their customers who lend the broker-dealers fully-paid or excess margin securities to provide the securities lenders with collateral that fully secures the loans.[3] Staff’s letter stated that the staff would not recommend enforcement action to the Commission regarding these programs for six months from issuance of the letter, or until April 22, 2021, to give firms time to come into compliance with the Rule.[
they need to comply by april 22nd!
Staff Statement on Fully Paid Lending
Division of Trading and Markets Staff
April 16, 2021
[1] On October 22, 2020, Commission staff issued a no-action letter regarding the broker-dealer customer protection rule, Exchange Act Rule 15c3-3, in relation to certain fully-paid lending programs operated by some broker-dealers.[2] Rule 15c3-3(b)(3) requires broker-dealers entering into agreements with their customers who lend the broker-dealers fully-paid or excess margin securities to provide the securities lenders with collateral that fully secures the loans.[3] Staff’s letter stated that the staff would not recommend enforcement action to the Commission regarding these programs for six months from issuance of the letter, or until April 22, 2021, to give firms time to come into compliance with the Rule.[4]
Broker-dealers operating these programs should be mindful of the importance of complying with the requirements of Rule 15c3-3 and ensuring that retail investor funds receive the full protections afforded under the Securities Investor Protection Act. To the extent that broker-dealers have questions about their programs, they are encouraged to reach out to and/or continue to engage with Commission staff regarding any questions.
Source
Guys relax $RUT is breaking out.. this carries small caps and more or less the reason for Zomedica SP movements, it correlates together.. $ZOM follows the Russell 2000 just little behind it. $RUT is on a breakout! ZOM will follow!!!
Recap
Zom is listed on the russell2000. The gold lines path, zom, should stay relatively close to other line. The fact that the line diverges dramatically over the last month shows that short manipulation is more likely the reason for the crazy drop in price.
Russell2000 is mostly made up of small cap health stocks
Speaking on small caps holistically, Salamone singled out the iShares Russell 2000 ETF (IWM) as offering diverse exposure to the small cap segment. The ETF is comprised of stocks throughout 11 different sectors, with the five biggest areas of exposure being a mix of growth and value segments like health care (the largest), consumer cyclicals, industrials, financial services, and technology (the smallest).
He also noted that long-term breakouts such as this one are usually long-lasting, “especially when there are still many pessimists, which was the case in late 2020 as was evident by the huge short interest on IWM components.”
source
Robert Cohen the CEO is planning something here
TREY TRADE 1HR short recap on ZOMEDICA
The Only Zomedica Stock Video You'll Ever Need To Watch - Zomedica Stock Analysis
The Russel 2000 follows Zomedica very straight forward
Face Ripper Rally should be soon
Tom Lee: Russell 2000 critical to watch in 2021
Cohen never adds bullish spice to his constantly neutral statements. So I’ll do it for him.
1. They’ll be amplifying their outside sales organization earlier than planned, in order to realize their full potential.
2. Partnership with Miller isn’t ending, but the relationship is being adjusted to better suite Zomedica’s goals.
3. Cohen tossed in the idea of acquiring other products in the least vague way yet. I would almost consider it a confirmation, almost.
4. The amplification of their direct sales team will build on their already existing, and solid, sales team; lead by Bruk Herbst who has experience doing this exact thing with IDEXX.
Now, the potential negatives.
1. One could speculate that miller isn’t selling nearly the number of units ZOM wants.
2. This PR did not include any specific sales information.
Think of Truforma like a Vending Machine. Revenue is determined by how many items that Machine Sells. In this case, Truforma "sells" Assay Cartridges.
[Zomedica makes money on every test!]
There are currently 3 different Assay Cartridges that Truforma "Sells".... 2 more Assay Cartridges are coming later this year..... and even more cartridges are in the pipeline. (7 total, for now)
Though each clinic will vary, the larger 24/7 clinics will yield greater returns for Zomedica. This is because each Truforma Machine is capable of running approximately 70 tests per day (20 min per test, 1440 minutes per day)... One Truforma Machine is potentially capable of making thousands of dollars per day for Zomedica.
With new tests on the horizon, the likelihood of Truforma being used all day, every day, at each clinic, significantly increases...
?Miller reports first batch of sales
?ZOM direct sales reports first batch of sales
?MyZomedica database successful
?Cohen and Cotter update revenue projections
?PCG Research Group creates new analyst report [Upgraded SP]
?We hear a review from Guardian Veterinary Specialists
?New Assays released early.
?New Assays in development.
?ZM-020 Updates
?ZM-017 Updates
?New Partnerships
?A Pharmaceutical acquisition
?Buyout/Merger
Below is a breakdown of Cartridge Price, according to some screenshots that surfaced from petcove.com/.
?Free T4 = $50.00 per cartridge
?Tsh = $48.00 per cartridge
?Cortisol = $28.00 per cartridge
?Acth = $182.00 per cartridge
**Average Cartridge Cost: $77.00**
Truforma is already being used in a 24/7, 365 hospital, and it performs tests in 18 minutes. That means, it could potentially perform 70+ tests per day.
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."
Miller Vet Supply
“It isn’t often that an industry-changing product like TRUFORMA™ comes along. We are honored and excited to have been chosen to help bring this technology to market. We look forward to working together with Zomedica to introduce TRUFORMA to our many valued customers and the pets in their care.”
-Clay Class, Executive Vice President and Chief Operating Office of Miller.
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
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
Truforma to make ZOM cash-flow-positive by 2023. Then all these other products are going to be $$$$
* ZM-024 (TRUFORMA) - PoC Biosensor Platform // Thyroid & Adrenal Disorder Immunoassays +3 additional assays + 2 more by end of year.
* 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 Methimozole // Hyperthyroidism - Oral formulation approved for use in humans (Tapazole) & cats (Felimazole)