Algaeboy,
Quite frankly I don't know that there is really any way to predict this kind of thing in lieu of no structured timelines.
We are at the mercy of other companies, their timelines and priorities. It isn't like ZIVO can dictate the timeline.
My opinion is ....
1. Coccidiosis license .... honestly don't know how many animal pharmas are in on this now ..... but according to ZIVO ... it's more than 1. I would have to give mgmt the leeway to work the process for the best deal and partner ... or even the potential of splitting up the license into different territories or different usage with more than 1 company. There isn't any way to tell who has the ball in their court at this point .... and the company isn't going to talk about it. Given the info in their public statements, I'd gather that ZIVO has done all the testing it can to prove its product candidate, another pharma came in a did their own very comprehensive and very positive confirmation test. Then I think at least 1 more got involved.
2. Avian Flu .... I feel that the possibilities here are big and could lead to more things. But it is now unclear if there are more eyes on ZIVO beyond those already on it for coccidiosis. More eyes .... more coccidiosis interest ? More time, etc etc etc. My guess is that there are more animal pharmas in the mix overall because of this. IMO, this vertical also brings the potential for state and federal gov't grants/funding as obviously it is very high profile at the moment. Non dilutive money is massive for this company at this point. But bureaucracy IMO ..... who knows when or if something like that would materialize. ZIVO has also not offered this as a possible funding avenue in PRs which ... if they are pursuing this avenue .... I believe they should at least mention it.
ZIVO did not offer a timeline for the 2nd test with the University of Delaware so it is tough to predict when that information might be released. IMO, I don't think that Payne would leave that hanging too long. The iron is hot ...... and have to strike. Gotta believe that ZIVO moves on that second test sooner rather than later. Hell it might be done already and we see the news any day now .... or its ongoing now ... or scheduled to start soon. We just don't know. Given that it is a very short timeline test from start to finish ... if ZIVO could offer some color just on timing it would certainly be helpful.
3. Then there is Zoetis .... obviously a major animal pharma .... who did testing with ZIVO on bovine mastitis a number of years ago. Those results as far as I know where very positive. I believe same product candidate currently being used for coccidiosis but don't quote me on that and whether there have been further refinements ......... but at the time ZIVO hadn't identified the molecule and MOA on how this thing works. That has since been done and I believe there are patents filed on it ...... and I KNOW Payne knows the brass at Zoetis. He set up the original intro and mastitis deal with them. So I have to believe Payne isn't dumb and would have rung up Kristen Peck to shake the tree there. Is Zoetis currently in on any of this ? I don't know. I'd surely like to know who all the plyers are but no way the ZIVO would talk about that.
My belief is that at least 3 of the biggest animal pharmas on the planet have or have had .... experience now with ZIVO's product candidate. How many are currently in on discussions and what are they looking to do ? I wish I knew .... LOL !
So if we are talking next Thursday to have news ..... I can't say that I'd raise my hand. We are flying blind here. I prior mentioned ZIVO backpaddling the 1st qtr comment in the PR in a later conference presentation to 1st half.
This is the thing about "investing" ....... the most successful investors ..... can "wait" .... if they've done their homework and understand what they own. ZIVO is much tougher having not yet established itself as a revenue generating company ........ however I do think 2025 is a crucial year for them (and us). Personally I think the time is now ...... but no way to predict "when" other than to broadly say I think licenses/JVs/funding type things should happen in the short term.
I sort of was hoping to see a Letter From CEO posted with the annual report to summarize 2024 and where the company is going in 2025 ... or even more color in the 10K but ZIVO almost never takes these types of opportunities to communicate with investors. Now ..... would be very good time for something like that especially to help to frame up some expectations. But I'm not going to hold me breathe on it.
I'm still in the camp this is a $50 stock just on coccidiosis license deal. Add Avian flu possibilities ...... gotta think much higher. And we still haven't scratch the surface on other vertical possibilities (see Bovine Mastitis ... just to name 1 ..... for which the groundwork was already done).
I can wait.
Amigo Mike
AI
Market Data 
Markets 
