[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Convexititties, CFA [@convexititties](/creator/twitter/convexititties) on x 2670 followers Created: 2025-07-14 12:35:07 UTC Deal announcement 🚨: $NURS.V / $HYDTF announced today that it has entered into a strategic partnership with Texas-based Perfect Scripts LLC. Perfect Scripts LLC is the parent company to PerfectRx. The company currently owns a 503A retail dispensing mail order pharmacy (no 503B), but it is licensed to sell both 503A/B compounded medications D2C. Terms of the agreement ✍️: 1) Hydreight will acquire X% of Perfect Scripts for 2.25M shares at at least $XXXX CAD/share. The $5.175M CAD stock investment values a Perfect Scripts at $103.5M. Between this transaction and the recent private placement, total share dilution, including warrants, has been 9.25M, or 23%. With the private placement warrants firmly ITM, Hydreight will receive another $7M cash as the warrants are exercised over time. Given the Perfect Scripts transaction will be funded with dilution, Hydreight has a very strong cash position to fuel growth. 2) Hydreight and Perfect Scripts will partner to start a 503B pharmacy in the USA where Hydreight will receive the lowest pricing for all products sold or made by Perfect Scripts or its subsidiaries. This vertical integration will benefit Hydreight’s margins and deepen its moat. 3) Hydreight has the right to maintain a pro rata interest in Perfect Scripts and acquire up to XX% of the company. My thoughts 💠: A pharmacy acquisition was telegraphed by management, and I view the deal positively. The vertical integration will give Hydreight better product control and wider margins, which it can pass on to clients, deepening its moat. Management continues to execute and has greatly accelerated the business’ trajectory with its last two transactions for very reasonable dilution at just 23%. I believe the stock will react positively to this news.  XXXXX engagements  **Related Topics** [$hydtf](/topic/$hydtf) [$nursv](/topic/$nursv) [Post Link](https://x.com/convexititties/status/1944737420353671179)
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Convexititties, CFA @convexititties on x 2670 followers
Created: 2025-07-14 12:35:07 UTC
Deal announcement 🚨:
$NURS.V / $HYDTF announced today that it has entered into a strategic partnership with Texas-based Perfect Scripts LLC.
Perfect Scripts LLC is the parent company to PerfectRx. The company currently owns a 503A retail dispensing mail order pharmacy (no 503B), but it is licensed to sell both 503A/B compounded medications D2C.
Terms of the agreement ✍️:
Hydreight will acquire X% of Perfect Scripts for 2.25M shares at at least $XXXX CAD/share. The $5.175M CAD stock investment values a Perfect Scripts at $103.5M. Between this transaction and the recent private placement, total share dilution, including warrants, has been 9.25M, or 23%. With the private placement warrants firmly ITM, Hydreight will receive another $7M cash as the warrants are exercised over time. Given the Perfect Scripts transaction will be funded with dilution, Hydreight has a very strong cash position to fuel growth.
Hydreight and Perfect Scripts will partner to start a 503B pharmacy in the USA where Hydreight will receive the lowest pricing for all products sold or made by Perfect Scripts or its subsidiaries. This vertical integration will benefit Hydreight’s margins and deepen its moat.
Hydreight has the right to maintain a pro rata interest in Perfect Scripts and acquire up to XX% of the company.
My thoughts đź’ :
A pharmacy acquisition was telegraphed by management, and I view the deal positively. The vertical integration will give Hydreight better product control and wider margins, which it can pass on to clients, deepening its moat. Management continues to execute and has greatly accelerated the business’ trajectory with its last two transactions for very reasonable dilution at just 23%. I believe the stock will react positively to this news.
XXXXX engagements
