This stock is currently flying way below the radar. Few are watching what happens day to day which makes it possible for MM's and Institutions who want to keep a lid on it to do so while they load up with cheap shares. At some point either news, or these very same people, will say it's time to move this puppy and in very little time it could be trading somewhere between $1 and $5.
Imagine the market reaction to any one of the Big Pharma's partnering with AEZS for any one of the products that are currently in, completed, or approaching Phase III Trials. I'm not suggesting this will occur any time soon, but it will happen with either a big Pharma, or many smaller regional Pharma's at some point.
The Street's current view of Perifosine remains failure, in spite of all sorts of trials which say otherwise. Should AEZS either gain a partner for North America, etc for Perifosine, or announce the continuation or better from a peek at the MM Phase III Trial, the Street's perception ought to change.
I don't see any of these things occurring imminently, the company has given timetables for when they want to partner the various drugs, they've said when they expect to take a peek, begin a trial, etc, none of these are imminent.
There is an event which is imminent, a presentation on AEZS-130. On one hand we all know it works for the detection of HGH deficiency, so it may just reinforce what we know. On the other hand it's being done by the same clinician that's trying the drug on patients with cancer cachexia. Should anything be said about observing any degree of efficacy in the early stage of this Phase IIa Trial, it could totally change the perception of what's otherwise viewed as a niche product.
I'm certainly no expert, but as I understand it many who develop cancer cachexia ultimately die from the frailties in their bodies due to the weight loss, rather than the cancer itself. With a simple bathroom scale, rather than complex medical testing, determining if the drug's working or not, I believe if required a Phase III Trial for Cancer Cachexia could virtually enroll thousands of patients if required, and be run in a matter of months, not years. That said, in that there currently is no approved product for this, I wouldn't be surprised if expanding a Phase II could make it a registrational trial.
In short, it could be as early as next week that we get a hint about the potential of the Cancer Cachexia trial, or it could be later this year, when it's due to end. Either way, if the news is positive, this could be the game changer. Add this to an announcement that the NDA's been filed for AEZS-130 for HGH deficiency and you have the making for potentially explosive growth. Also, once the word is out that AEZS-130 has benefits in cachexia patients, how long do you think it will take before AEZS has a partnership offer for the drug it cannot refuse.
Will it be next week, or nearer years end that we get the story straight, I wish I knew. I'm only pointing out the possibilities, any one of them could easily bring a double or more from where we are today.
Gary
AI
