Saturday, February 18, 2023 1:55:34 PM
ENZC probably would license and not sell the technology as it is too valuable.
ENZC had this technology many years before Regeneron, which early on in the pandemic developed a monoclonal antibody cocktail to address a treatment paradigm for COVID, is pivoting to what CEO Len Schleifer called “the jackpot antibody.”
In the video below (1:50) the CEO also said
https://www.cnbc.com/video/2023/01/10/regeneron-ceo-on-the-prospects-for-its-eye-drug-eylea.
NDAs are in place and there are many ways they can be written up so that is the key to what is going on behind the scenes. We won't see the NDAs anytime soon and that is ok because what is going on is certainly affecting the stock price in a positive way.
The annual report is due next month or in April with an extension which should give a better picture of what is happening.
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