These negotiations IMO will be extremely complicated based on the potential of IPIX's pipeline. Do you agree? I would assume it could take years and also, as Leo has stated several times, the time to ink a deal and shake hands is after phase 2. That is when a company can maximize the value for a solid partnership.
However, lets discuss my first point. Just how complicated could this first deal be? Lets pretend that BP is in love with Brilacidin for UP/UC and the future Crohns. Lets pretend that single BP - lets call them Pfizer is also now interested in the OM side of Brilacidin as well. Pfizer has the CDA signed so they can look under the hood in more detail without mention and they are loving what they see. They have had their team investigate and do their DD on the drugs and again love it, however they are now more curious about the Anti-Fungal properties but do not want the Absssi anti-biotic portion, so they want to look further. Possibly BP 2 - lets call them Celgene is extremely interested in OM alone and will commit to a partnership based on the results of the phase 2 that will be released in 1 month. BP3 - lets call them J&J loves the topical application and continue to test the properties.
I am just thinking that so far the science has been SPOT ON - 100% successful and unbelievably promising. We know that Leo brought on Art to work with BP. We know that we have "MULTIPLE" CDA's signed. We know that the communication from Leo to shareholders has been harnessed. The PR's that we get are very limited and very straight forward for the past year or so.
I would love to sit down with Art, Leo and Dr. M and ask what their overall goal is, because at this point there are so many ways this can go from a partnership view, that I think we just have to sit tight wait for the phase 2 data coming in the next 3 months and see what happens after.
IMO - If Prurisol really outperforms Otezla, I would think that will be our first deal because it is pretty straightforward. As Georgiii says there could be many other applications for P, but for now we are just testing Psoriasis and that market is substantial especially looking for ORAL drugs.
just my morning coffee thoughts...
