Many moons ago while doing my initial Voyageur Pharmaceuticals(VM.V) DD, I came across an interesting JV with ASN involving the Paradox Basin"s Robert's Rupture. After this discovery, I initially took a position with ASN which I have increased several times while patiently waiting for VM to progress (they move at the speed of Molasses) with its entry in the radiology drugs which include Iodine as detailed below
Over time, VM's quarterly SEDAR report has not changed much regarding the JV until recently. The 3D reservoir model is a recent addition.Clearly, they have plans for the Iodine. BTW, about a year ago I wrote the MD regarding the last sentence mentioning the earn-in status without obtaining a response.
Ann: Investor Presentation - June 2023, page-75
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