Isotechnika Pharma Inc IPHAF

RE: hilarious

[narcissist]

I agree with you entirely Antoninus that a board shuffle is a meaningless exercise and not worth a rat's tail as a basis for any renewed interest. But I don't think that was the reason for "ppl  cheering." And if there was cheering it was possibly only me - more truly muted optimism that there was at least some fire left in this still unproven drug. Any optimism I do have I pointed out in a previous post. Voclosporin is a winner IF (and only if) the NODAT data in the Promise IIb trial is confirmed in a subsequent trial. Voclosporin is as good as anything else out there, and there is a possibility that the NODAT side effects will be from 3-10 times less severe than with the current regimen. BUT, that's yet to be demonstrated in a meaningly significant way statistically. I don't believe it will take 4-5 years to demonstrate that - and get the drug to market. I believe it will be 2-3 three years, but I really don't know that for certain. If the NODAT data is confirmed  we could do well. There's nothing in the technical literature to suggest it won't pan out well - the Promise results - independently peer reviewed - do hint strongly that voclosporin could be an important drug. Personally that's the only reason I have any optimism at all.

The renewed optimism comes NOT from the board shuffle but from the arrangement with Vifor Pharma Ltd., the specialty pharma company of Switzerland based Galenica Group. The agreement grants Vifor Pharma an exclusive license for the Company's lead drug, voclosporin, for the treatment of lupus and all proteinuric nephrology indications. This is the sort of news that suggests to me (call me naive if you will) that someone in that organization is reading the data in the same way that I am reading the data. That is they believe that voclosporin might be a winner. And they are willing to put out some capital to bet on that - as we small investors have done. As for competition coming in - there's noting on the horizon I have seen that has the safety and efficacy profile of voclosporin. if if there was, it would be a lot further away from commercialization that voclosporin is - given the regulatory hooks it would need to go through.