Enzolytics Inc (ENZC)

[UncleBilly]

Regeneron just announced they're pausing monoclonal trials but ONLY for later stage "patients requiring high-flow oxygen or mechanical ventilation."

Eli Lilly also paused ONLY for later stage patients.

What if Clone 3 is used on later stage patients? Dr. Cotropia did write in that Facebook post that it could go straight to clinical trials due to the urgency of the situation. What if this is what they had in mind? Later-staged patients fall under compassionate use laws.

CEO also laid out a roadmap on the scientific differences between approaches and why $ENZC's is better:

"The key is to produce monoclonal antibodies that target a conserved, immutable site on the virus such that the virus cannot mutate around the antibody therapeutic."

Serum committed $40M for Clinical Trials for anti-HIV.

They don't have to merger with big pharma but they can do separate deals with several big pharmas to license their Clone 3 biotechnology, which CEO also said they're amenable to doing.