Innovation Pharmaceuticals Inc (IPIX)

[CallMeCrazy]

Yes, the unblinding of the P2B data in Q4 (which starts in 31 days) will be exciting and, hopefully, uplifting for the share price. Kepivance's rare use and narrowly defined label and the probable inferiority of SGX942 gives me greater confidence that B-OM will dominate the U.S. OM market.

I believe Dr. Menon will reformulate B-OM to be just as effective in, perhaps 6-7 days, as it was in the 28 days in the preclinical. Throw in a fast track designation and the fact that B-OM is administered orally as a rinse and it should all add up to a greatly reduced time to market.

If Leo's 30kg order is any indication, I believe the excellent P2B data will yield a pharma deal with an upfront payment of $50M-$100M. Perhaps I am too confident, but this is something of a done deal in my mind and mentally I am looking "down-the-road" at how soon we can get another big money deal behind B. I think B-OM will be that deal.

Our platform drugs, K & B will produce a lot of clinical trials, and while some may be paid for by others, we will still need a lot of cash. Leo has done a wonderful job of not diluting this stock to death and I'd like to see that continue. Better to write a check than to use an Aspire credit card.