Enzolytics Inc (ENZC)

[UncleBilly]

"It is amazing what can be accomplished when nobody cares about who gets the credit." - Robert Yates . . . right now, they're negotiating shares with multiple parties IMO; have you ever seen so many after hours t-trades?

We're going to get there. Everyday is one step closer. Re-Posting in Italics and a few new thoughts in bold:

Serum provided a commitment of $40M for clinical trials. $ENZC has indicated that they are ready and believe combining the 2 therapies (monoclonal antibody known as "CLONE 3" + pepsin ITV-1) will yield amazing results.

CLONE 3 alone has been validated as 95-98% effective at neutralizing multiple strains of HIV by our top institutions: Harvard, Duke, USF, Cal, UVienna.

They are ready for the next step and its a matter of finalizing the paperwork at this point.

With #OperationWarpSpeed underway, and several high level, well-connected individuals on our Board, they've been working overtime and making incredible progress. Great PRs last week.

Putting the final touches on the last of the financials under this tight time window is an art. These guys have delivered every step of the way and will continue to do so.

We know the ~$30M Market Cap is a fraction of Navigant's 2017 valuation of $126M (all prior to additional milestones being reached and the DEMAND for mAbs going through the roof.

Here's what we know: All the way back in 2017, they had this planned out with 3 "Strategy Options" (linked in my tweet below). It appears they've gone with the licensing to big pharma option but they've also made great strides to develop on their own with the $40M commitment from Serum. So they have options. Can't forget a potential gov't grant from NIH but the PRs make clear they've got a warchest of funding to get them through the navigating.

Even if fully diluted to entire 3B AS, we'd still be sitting at .05 with a very conservative $150M valuation. Likely much, much higher than that.

Remember, they've been working to ADD VALUE to the 2017 valuation of $126M by reaching new milestones.

Their projected sales of $17.33B for CLONE 3 PRODUCTS in the first 10 years is without combining "ITV-1" from Enzolytics (which is already available for sale in Eastern Europe) and will be part of a "combination therapy" for HIV and likely Covid (in addition to flu, rabies, etc.).

Now add all of these together and what do you have?

High level people slicing up the pie of a future multi-billion dollar biotech. They're completing a merge of this magnitude quite quickly with all of these moving pieces and new news on Covid everyday with more demands (e.g., confirmed to be speaking with Eli Lilly, JNJ, etc).

.05 will be the base. Sky is the limit.


https://twitter.com/UncleBillyMoney/status/1323272849847705602?s=20