Enzolytics Inc (ENZC)

[foxi]

Right. That's still definitely a flag.

I noticed Enzolytics has watered down the language describing IPF. Whereas before it was an "immune modulator" that stimulated the immune system, now it's a "nutritional dietary supplement that supports the immune system". So perhaps there was a regulatory issue. (Though that's not what they said in the June quarterly.)

It's tough because they could be bullshitting us by implying there's strong demand (whatever that means), OR telling us what they can without disclosing real contract details and commitments they've already landed. That kind of ambiguity has been the carrot on the stick with ENZC. Given their track record so far, I'd err on the side of them bullshitting us. But I'd love to be wrong.

Not selling a single bottle after tweeting photos of the first shipment is pretty sus though.