Forum Topics ILA ILA Up 30% No News (18/5/26)

Pinned straw:

Added a month ago

Island is up 30% on no announcements, anyone know what has sparked the sudden rush to buy?

Sellers are being pulled in to meet the buying demand with this likely to be one of the largest trade volume days in the last year…

Disc: I own RL+SM


Tom73
Added a month ago

Thanks @lastever, that will do it, plus everyone having the unrelated or relevant Hantavirus outbreak on the ship is making the threat and there for the investment case a bit more real.

It’s a great article laying out the investment case, covers pritty much everything you need to know and why it could be a very very good investment.

Disc: I own RL+SM

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Tom73
Added a month ago

Now we have the News for yesterday’s price jump (Island-Bolsters-US-Biodefence-Readiness-Ahead-of-Trials.pdf) – maybe, I am sure ASX will be asking.

Two things announced regarding the progress for regulatory approval and ultimately sales to the US government:

1.     Mark Herzog appointed as Senior Global Health Secruty Advisor. With 25 years of experience in what Island is trying to do (approve and sell medical countermeasures) he looks to be a good addition filling the gap, that being those in the company have never done this before and he has plus has the contacts they need.

2.     Representation on the Medical Countermeasures Coalition (MC2) working groups which essentially lets Island into the club house of all the organizations related to developing, approving and selling Bio countermeasures.

These are both de-risking steps that will improve Islands chance of success and as such very positive. No way of putting any numbers around this, but the value case has improved in on a probability basis or cash flow basis to some extent.

Disc: I own RL+SM

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