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Another reason for the company to find deals that will push out definitive agreements until late as possible without sacrificing time in developing applications. We need to push aggresively without giving away the farm.
Why on K? On what basis?
Not sure I understand. Special tools? MC not interested? Wasn't this supposed to be a fast trial?
Wasn't P always the wild card? I don't believe IPIX knows the results of P. If Leo was convinced he could get more funding, then why not wait until full results. What's the harm?
Regarding BOM possible Breakthrough therapy...wondering if phase 3 can be skipped?
What are the drawbacks?
Was thinking P would be a good candidate to sell and then bring along B and K as far as possible. What other indications would P provide?
Positive P results would do it. Why not B? Because it's better to wait as long as possible to show worth.
If P is successful P2, then my strategy would be sell P and use funds to take the company as far as possible with B and K, then decide if partner or sell company. To me partnership is preferred because I'm not exactly certain of the true potential of either K or B.
Very clear. Thank you!
Targeting tumors is the exact article. Looking at hard copy of the magazine. Do not have on line.
Interesting article in The Economist Sept 16-22 2017 issue. Closing in on Cancer: New therapies, new priorities.
Not too worried about raising capital at this point with B making progress with UC and OM.
Ok, thanks. So the premise is that interim is delayed or not going to be published because the data is inconclusive or the results are insufficient? Not sure how could be inconclusive with a sample size of 189. In terms of insufficiency, if Leo knew then how could he promote the drug any further, even at a bioconference.
Can you clarify what you mean by bad data?
Difficult to be patient. Am excited about about upcoming results, especially Kevetrin. Brilicidan is turning out to be a strong positive.
Capital. Something I still do not understand. If the company was able to achieve financing when they had zero trials in phase 2 much less phase 1 then why would anyone think they would have trouble now? I think the company is just buying time for more favorable conditions rather than dilute the company. I'm still a little confused on the 1m share gift to son, however. I'm not a tax expert.
Makes sense. I would like to see the results of the increased dosage. Wonder why 300 and 400 were selected.
If P and B OM are successful, then the company will have no trouble accessing funding. Why would they? Just doesn't make sense. Even another $30m would allow for more significant milestones.
IMO, if P shows dose escalating improvement at 300mg and 400mg with no SAE, then we will be in fantastic position. Both P and B will have bright futures.
Yup, great report by MP Advisors. However, summary of valuation likely higher now with Brilacidan results.
What are next steps if positive top line results on the current phase 2 results...besides partnership.
Based on the success the company is having with B, I'm looking forward to when they have more capital to buy another potential best in class drug. While I don't agree with the way Leo has handled some things, he has done a good job with B. He has done a good job with other things as well, but wanted to call out B specifically. Dr. B seems to be a perfect addition to the team. What's amazing to me is that his area of expertise is dermatology and I believe Prurisol is why he took the job??
The market is pricing at just under 100m. The best NPV calculation I have seen performed so far would place value at 350m today.
It doesn't work that way. Increasing dose may not have a material impact. On the other hand...it could!
Where could I find all the stickied posts? I'm looking for the article calculating NPV. Just want to review the assumptions. Also, would like to review the progression of the company since I first invested many years ago. Thanks for the help!
On SA, I tried to post a refute of the article but it was deleted for some reason. Not sure why. Others seemed to be deleted as well.
Flippers too, no? So, Longs that are using a portion ofor share to flip?
For a flip or long term?
What's worse? Flipping while pumping stock or shorting while defaming company. Guess bother make money, so end justifies mean
BioSpecialist
Do you know the triggers and timing?
Meant to say only one.
NPV $3.50. Have seen only fully developed analysis / article estimating NPV.
Why don't more people follow this board or post to it? What am I missing?
Any thoughts on the decline today?
I agree. IMO, from a company perspective best to delay the antibiotic since it doesn't appear the FCA is too interested in approving a antibiotic too quickly. At some point soon they will need to.
By advancing all the compounds the furthest possible at the lowest cost possible, I can't help but wonder if Leo is attempting to sell the entire company.
Thinking to make an investment here. Thoughts?