Isotechnika Pharma Inc IPHAF

Problem with ISA's marketing strategy

[tcdrugs]

Lux wants to sell Voclosporin for uveitis.  Paladin wants to sell Voclosporin for psoriasis.  ISA wants to find another company to sell Voclosporin for transplant.  3 different companies selling the same drug for 3 different indications for presumably 3 different prices.  I don't care what ISA says, it's simply not going to happen.  Lux has indicated they are looking to be taken out by a bigger player.  I don't think that can happen unless its a package deal that includes Lux, ISA, and a good deal of the rights from Paladin.  Not sure exactly how that could transpire but I can't really see it happening any other way.

[antoninus]

Based on what I could glean, it was farticulated to me that the market for psoriasis is too fractured, and that isa will never recoup the 200 million they spent advancing the psoriasis trials.as for lux being taken out- where did you get that info?per a TX partner, I have long said that without a proper partner for this indication, we are limited in our upside. 

[tcdrugs]

as for lux being taken out- where did you get that info?It's been talked about in a few different articles. Here's one, there are others but I would have to spend a bit of time doing some digging. Lux Biosciences: Like most biotechs, this ophthalmology specialist and its backers might have had their sights set on getting acquired once Phase III data for lead uveitis compound