Real talk: I believe in the grand vision ENZC has given us, but I've also been through an SEC suspended ticker this year. (The company in question misrepresented its achievements on social media.) I lost over 90% of my investment!
At this time, I doubt ENZC will get suspended for the Lonza PR fiasco, but there sure as hell better be or have been a Lonza agreement behind the scenes even if Charles doesn't explain the lost PR to the general public. (& I sure hope the PR didn't violate a Lonza non disclosure and jeopardize the partnership.)
The lack of transparency from ENZC re: Lonza, the perpetually overdue Montana results & the perpetually overdue audit, has greatly increased the sensation of risk I feel investing in this company. I'm a lot less certain, and I have a lot more doubts, than when I first bought company shares.
But no big deal, right? In the big picture ENZC holds a bunch of innovative patents, has a global vision to create cures for the good of humanity, and is miles ahead of the competition! We have all the great DD people have done on this board and elsewhere! And yes we have a history of good news from earlier PRs, if that news is to be believed.
Well, politics is taboo on here (as it should be) but I will say this: The current administration has many policies that contradict its own covid policies, as well as contradict the idea of promoting cures for dangerous illnesses, especially covid. In fact, so far it seems that organized government would benefit from uncurable covid and perpetual variants. There's no denying the immense power shift that occurred after covid, and the political gains to be made transforming laws and policies 'because covid.' Voting rules and medical surveillance and social censorship and more.
Why would politicians want to see that momentum undermined? Perhaps they even see companies like ENZC as a threat to political progress. So I doubt we'll be getting any help from the SEC re: the documentable market manipulation and naked shorting. Thus we're back to needing big volume on huge news to overcome market suppression.
Don't forget about BP, as well. BP would have no interest in a disruptive competitor making cures that obsolete their own profitable medicines, and BP are powerful lobbyists in government. I think ENZC will potentially need to pursue acquisition to get its cures to market, if its clever strategy of gaining foreign emergency use authorization falls through. IMO acquisition is more realistic than ENZC trying to break into big pharma on its own, and that would likely result in ENZC giving up some control of which monoclonal antibodies come to market and how soon.
Add it all up and it's a really shaky hold, for me. Am gonna be patient for any of ENZC's pending milestones to happen, but any more PR red flags and I'll probably liquidate to stay in control of risk. In the meantime my expectation is PPS will keep falling as MM's get ever more brazen in shaking out retail shares.
Curious if anyone wants to add insights! Do you see something I'm missing? GLTA
News 
Market Data 
Discover 
