Innovation Pharmaceuticals Inc (IPIX)

[CallMeCrazy]

I don't think the excerpted paragraph negates my B comments, even in a strict sense. The author talks about concerns and some resistant bacteria that could, POTENTIALLY, give B a "run for its money" but the author of the paragraph seems to be speaking in a theoretical sense. Fact is, as yet, no antibiotic-resistance has been identified for HDPs.

many bacterial species already possess modestly effective resistance mechanisms, including peptide degradation, sequestration, efflux, and chemical modifications of cell walls and membranes to reduce HDP binding;

Obviously, given B's MOA, any cell mutation involving the thickening of cell walls or binding of B to the cell's outer wall could lead to resistance issues for B. I am not dismissing the idea that B could someday become susceptible to resistance issues after it's on the market.

For 26 classes of antibiotics, the time between drug discovery and the identification of resistance range from 1 year (Macrolides) to 31 years (Polymyxins)and this range was established in a time when antibiotics were used indiscriminately. B will enter the market at a time when our healthcare institutions are focused on the over prescribing and misprescribing of antibiotics and this should serve to lengthen B's time between discovery and resistance identification.

My guess is if or when B develops resistance issues it will be after B has generated billions in revenue.