Isotechnika Pharma Inc IPHAF

RE: Great news!

[macbethorfaust]

As predicted a tough deal.  There will be significant dilution to the tune of about 20% which compounds the roughly similar haircut taken in the deal with Palladin.

But more than worth it.  This is the saviour they needed.  They will now survive long enough to get the milestone from Lux.  And one can assume that approval in China for transplant is just a matter of time.  And my guess is we will see more regional deals coming in over the coming months.

So where will ISA share price end up? Well, not where it was originally hoped and not where the drug deserved to be before the Roche fiasco.  But even if we only reach 50% of where it “should” have been that is still a price that is very very far north of here. The potential revenues for ISA are still enormous.  I will stick my neck out and say that those who got in at these prices and are patient and focused enough to stay the course are looking at a potential 20+ bagger.