Isotechnika Pharma Inc IPHAF

JV

[wrongturn]

I like the JV and even the Azimuth deal. I'm now a firm believer that this company will take psoriasis across the finish line and that it can survive on its own. This is the message that many others will have to accept and the chances of a larger pharma,(ie Roche) picking up the pieces of a would be biotech company should have by now started to fade. This to me means power and leverage........being able to negotiate deals without worrying too much about the financial clock. What I thought was a quick plane ride to financial success, 4 years ago has turned into a slower boat ride. There wasn't just a little tweaking to the timelines there were some major delays. Roche was partly to blame and some could argue that management was a little naive. So we're all a little wiser. What do we have today, a slightly watered down biotech and drug that, in my estimation is about 2.5 to 3.0 years off its original mark. 247 and TAFA still have huge potential and I'm hoping this past week will be a turning point. Even though the drugs are 3 years away, at these prices, ISA is a bargain. Too bad I loaded up at much higher price! See you in 6 months.........best of luck to the longs!