Island Pharmaceuticals Ltd (ASX:ILA) is an antiviral therapeutics company targeting infectious diseases. The company has made two recent announcements that improve its chances of selling Galidesivir for Marburg to the US government, ahead of potential FDA clearance of the drug. On 20 November 2025 it announced the appointment of leading Washington D.C. based federal government affairs and lobbying firm, Todd Strategy Group (TSG), to support US government engagement. Following this, on 24 November 2025 ILA announced that it has been granted membership to the Medical Countermeasures Coalition (MC2), similarly to support US government engagement. Both developments improve ILA’s commercial readiness by inserting experienced policymakers between ILA and federal procurement agencies. They also increase the probability that Galidesivir is noticed, understood and budgeted for within relevant US biodefence funding lines. Our probability-weighted NPV (rNPV) for ILA remains at $1.14/share.
