Zomedica Corp (ZOM)

[EyalCap]

$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 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