Kurt Soost, CFA’s Post

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Managing Director - Capital Find Partners Inc.

Fascinating Low Valuation on IPA Therapeutics(NASDAQ:IPA $1.26) On March 29, 2022 IPA paid $20 million euros or approximately $22 million USD for BioStrand AI. The euro was trading(1 euro = 1.10 USD) at this time. Since this acquisition BioStrand AI has announced several significant events/successes including, granting of the HYFT Technology Patent by the European Patent Office(EPO), BioStrand solves the Information Integration Dilemma(IID), BioStrand creates a revolutionary approach to biological sequence retrieval, BioStrand introduces an advanced Foundational AI Model utilizing LLM stacking & HYFT Technology, InterSystems & BioStrand AI Collaborate to Unveil Innovative Integration of Vector Search, BioStrand's AI has been learning from IPA's leading, proprietary Antibody Discovery Database(possibly the best in the World)for the last 24 months, and much more. IPA has been working on antibody research for 40+ years. https://lnkd.in/gJHWdgck https://blog.biostrand.ai Yet, the entire current Market Capitalization of IPA(CRO + BioStrand + Talem) is approximately $35 million USD today. IPA's Contract Research Organization(CRO) has had 3 record revenue quarters in a row, is growing at approx. 20%, and Fiscal 2024 Revenue should be around $20 million USD. They deal with 19 of the top 20 pharmas, and have over 600 partners. One could argue that the CRO is worth between $80-$120 million. FairJourney Biologics(an excellent CRO) was just put up for sale for $1 Billion+. Although FJBio has $45 million in projected EBITA, IPA has better numbers regarding projects, libraries generated, partners, species used, and 1/2 the employees. In other words, better data to train the AI models. Wet lab combined with AI will be critical moving forward. I also believe BioStrand AI is undiscovered by most stock market participants. For Information Purposes Only. Please complete your own due diligence. CFP has a position in IPA. Is a short squeeze possible? Sum of the parts(1 + 1 = 11) IPA (ImmunoPrecise Antibodies)BioStrand (a subsidiary of IPA) InterSystems hashtag #ai hashtag #HYFTTechnology hashtag #drugdiscovery hashtag #LENSai hashtag #antibodies hashtag #LLMS hashtag #NLP hashtag #semantics hashtag #pharma hashtag #healthcare hashtag #biotech hashtag #multimodality

BioStrand News

blog.biostrand.ai

The market sure does not see or want to see the value here. MC just above $31M now. A significant catalyst needs to come out, otherwise I feel this company will continue to be ignored and there will be further erosion of the share price.

Ryan DuVernet

B787, EA32, E170, C56XL, BE20, BE30 Type Ratings

1mo

It appears market doesn’t understand what they have to offer. The messaging is very hard to understand. Plus we have had many timelines given by management that have been missed multiple times. We are now sub $1 and the latest timelines are for end of June and we have seen no progress from a shareholder stand point. You can review last quarterly call transcript to review

Thanks for the very detailed overview, Kurt.

Michael Jacks

Banker, Investor,Entrepreneur Over $2B in capital raised to help fund companies growth. Consulting , banking and non profit board participation

1mo

Well written

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Paul Kozak

Chief Investment Officer at SerenityDTx

2mo

Some of the parts, BioStrand (a subsidiary of IPA) plus IPA (ImmunoPrecise Antibodies) is definitely enticing value !

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