Innovation Pharmaceuticals Inc (IPIX)

[sox040713]

Both Ortavancin and Dalbavancin have a very long half-life of one to two weeks. This will have a potential contraindication with other drugs. In contrast, Brilacidin has a half-life of only 13 to 16 hours. Both O & D are from the same class of existing antibiotics which bacterial resistance is on the rise. On the other hand, resistance is highly unlikely to develop against B. Given these limitations, I’m not surprised that Ortavancin is not doing so well even as a single dose antibiotic.

What I am saying is - with competitors having one dose treatments for ABSSSI -- Oratavancin - already - Dalbavancin, soon - B does not have one day unique advantage - also we are at least 1 year time for B advantage

So the big pharma will have much less incentive - the product will still be successful but may not fetch as much money for CTIX. (The Medicine co still does not have any buyer for their drug and they have to market it and it is not doing that good)