Voyageur Pharmaceuticals Ltd V.VM

This is Much Bigger Than Barium

[biggdogg]

Big Pharma is about iodine, less about barium, iodine is over $4.5billion/yr, and in great shortages, Iodine is what drives the billion $ revenues for these contrast companies. I think something much bigger is at play, and centers around Voy new technology, the Streamline iodine system. Fullerene is huge too. This is fantastic news.

[biggdogg]

From MD&A Voyageur has designed a proprietary streamlined iodine production system that creates vertical integration of all essential iodine-based compounds used in the creation of iodine contrast drugs. ICI is the starting compound for all iodine components including the intermediary compound 5-amino-2,4,6-triiodoisophthalic dichloride. The Voyageur streamlined method will eliminate the need

[lscfa]

This disclosure appears for the 1st time in the MD&A dated July 31, 2024. I missed it and probably so did many others because we assumed mgmt was just copy and pasting from one qtr to the next. It should have been disclosed in a news release as a material event. Vertical Integration Strategy - a New Process to Make Iodine Drugs: Voyageur has designed a proprietary streamlined iodine

[biggdogg]

This is Big Business, which is highly competitive and cutthroat. I think they are playing this smart, the confidentiality around their iodine project has been a major secret so far. The MD&A is well written and explains their master plan. They are moving forward to vertically integrate barium, iodine and eventually carbon drugs. The fact that there is no iodine/barium drug production in the US

[austrochris1]

fantastic news for this small company!  

[lscfa]

Rereading the NR it is clear that the co. is talking about iodine contrast and not barium.  The comments are about diversifying product mix, expanding entry into this market, accelerating entry into a segment of the contrast media industry. So maybe the co. focus will be on building a GMP facility to first produce iodine and barium second. The iodine capex is only $7.5M vs $22.5M for