Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
The RBLs did fine. Brilacidin works great in an environment with no systemic side effects. In the clinic it will be a battle between delivering enough Brilacidin to the target while ensuring the systemic side effects are not too great.
Lots of stuff works great in vitro that doesnt work in the clinic. Our very own Prurisol is one example but you can hundreds of others. Dont blame the RBLs.
Go IPIX!
We know B works. Its just a question of whether we can dose high enough to have an impact against COVID.
I'm not sure how fast or how much it will move on just results. I think we need a monetization event to really set it off.
Assuming it works. As the days tick by without some more chatter from the compassionate use folks I get a little more worried. We had two mentions on Facebook with no update. Considering we haven't heard any updates or of any more instances of CU...I'm guessing it didn't go so well in critical patients.
My fear is our dosing is just too low to have a real impact. And one of those CU cases was a 10-day course, right?
The flip side of going from three to five days is that it is safe...but maybe three days wasn't doing nearly what we hoped.
Pray for B.
Go IPIX!
Can we make a course of Brilacidin for $10? Molnupiravir costs $18 and is selling for $700 in western markets.
Anyone have any ball park ideas of what the components/precursors and the process cost?
Doesn't seem like this would do us much good unless the cost to make Brilacidin is very low.
Go IPIX!
It either failed or we will be partnered with a top 10 BP before the year is out.
Go IPIX!
To think, that's the hill Russia chose to die on. If they're willing to take that reputation hit for a drug that does almost nothing...I have no doubt Russia will be a very small Brilacdin customer.
That's why I have always maintained that only western markets and Japan/Korea count.
Go IPIX!
He'd make it like they do Remdesivir. They named it Remdeform and are giving it to India.
https://pharmasyntez.com/en/press-center/news/the-first-large-scale-batch-of-remdeform-inn-remdesivir-the-drug-to-treat-covid-19-is-ready-for-prod/
I'm not in agreement with the whole Putin line of thinking these guys are pushing but as far as getting/making Brilacidin, Russia has no problem just making it.
As the days tick by I am getting slightly worried that there has been no apparent leak whatsoever for this trial.
Go IPIX!
Whatever happened with that suit? it's been over 18 months since it was filed.
Is Matt Gravitt Mako? I thought the board sniffed out that it was some DeVries guy in Ohio a few years back.
Go IPIX!
It's really more of a coin toss than a flip.
But don't forget the lopsided payout to longs if it lands heads. You can only lose 100% but you can gain so much more. For a 50/50 gamble that ain't bad.
Go IPIX!
Correct.
Rule #1 of COVID drug development club.
Don't talk about your COVID drug until results are released.
Go IPIX!
Which is about $1.35 in today's term after accounting for IPIX share inflation.
Still a heady gain from here.
Go IPIX!
Volume has typically been higher in correlation with increased Google activity for "IPIX". It has also indicated higher share price which is indicative of legitimate buying overwhelming the selling.
Go IPIX!
It likely is legit buying
IPIX google interest is at the highest point it has been in the last 52wks aside from the start of the trial.
https://trends.google.com/trends/explore?q=IPIX&geo=US
Go IPIX!
I have confidence in his spirit and goodness. Competence? Well, he could have done better the past six years. COVID was a lucky break but I think it puts him back in the drivers seat to make us rich and earn that Nobel Prize.
Go IPIX!
A professional CEO of a biotech company on the verge of success does not play chess nor checkers with short sellers. He quietly delivers results and steamrolls them.
All signs point to success for Brilacidin.
Go IPIX!
From the 10-K released in September 2018
https://www.sec.gov/Archives/edgar/data/0001355250/000147793218004457/ipix_10k.htm
See page 9 regarding the status of Prurisol:
Leo isn't playing games of any sort. He's giving shareholders the most accurate data he has.
The success Leo is about to experience floats high above the morass of market makers and detractors of the company.
The shorts are insects to Leo.
Go IPIX!
Does it really matter if results are great? There is a good chance Brilacidin is about to change the world.
Go IPIX!
He didn't sit on the P data. They had to raise funds to pay the CRO to finalize and release the data.
Go IPIX!
Monday 11:30am. Catch the short traders with their pants down.
Ruin their lunches, then their careers. Let them suffer and make poor decisions while hungry.
Go IPIX!
We'll get there. Hang in there. Leo is about to bring the good news.
I hope.
Go IPIX!
It's going to be tight.
Cover ahead of TLD without spiking the price. Takes very careful management of the shareprice. Do they have one day left or ten?
Can't wait to see what happens when data drops.
Go IPIX!
If Brilacidin ends up performing great, this will highlight one of the greatest failures to respond to a crisis ever.
There should have been a dozen therapuetics in phase two trials on a fraction of the money spent on vaccines the past 18 months.
Complete failure of government.
Go IPIX!
Transfer the money to Russia using crypto and cover to fiat outside the jurisdiction of the west.
If 300M shares were naked shorts you're talking $50-100M. Enough to disappear off the face of the earth.
My guess is they are already gone. I dont know how they reconcile the extra shares in a buyout. For example if there are 450M legit shares and 300M naked shorts, do they divide up the buyout price 750M ways and then try to get the balance from the criminals? No clue.
Go IPIX!
Not just smart, but compassionate. And I'm no fan of his management style and most of the decisions he has made.
Leo's a good guy and WILL get the Nobel Prize one day for his selflessness.
You wait and see.
Go IPIX!
It probably won't help most critical patients. But if it saves even one it's worth it.
Go IPIX!
I'll wager we don't crack $1B market cap without a significant monetization event. A grant is nice but a BP partnership is better as it all but guarantees we will make it to market and no longer be dependent on our stock for financing.
Just praying for good TLD.
Go IPIX!
Partnership let's a BP put up less upfront money to get a piece of the pie. With a buyout, BP assumes all of the risk.
Partnership lets IPIX experience a lot of short term appreciation, benefit from BP expertise in development, lobbying, and distribution, while still retaining long-term gains if the platform really takes off.
A 50/50 partnership truly is win-win. I hope we get a similar deal to the Pfizer/BioNTech one.
Go IPIX!
A partner is going to pay $12B ($24/share), or 85x our price, for 40-50% of net profit?
Did you stutter? That's not even in the realm of realistic.
You think if a BP stepped up and offered $5B ($10/share) for the whole enchilada that Leo would not take the offer?
Go IPIX!
I agree with the grant/partnership increases.
I just don't see how we go up 1000% on data alone without clear resolution of company structure and financial issues. That's almost a $1.5B market cap for a company with several employees and limited cash.
200-500% gains if data is good.
A partnership with a BP will follow shortly after and we will be properly revalued upward once investors can rest easy that the resources and expertise of BP will carry us to market.
Go IPIX!
10/18-10/29 is the red zone for TLD release. Data could come tomorrow!
If it's decent or better expect a 2-5x increase in share price.
$0.60-1.50 by Halloween!
Spooky news for the shorts. Make sure you get your shares if you still need some. Time is short.
Go IPIX!
Not to worry. Leo is a good man at heart. I've trusted him for six years. It has cost me dearly but I'm with him 100% of the way with bringing Kevetrin to market. Holding Leo's bags is what I do.
Call me a sucker but I think Leo and Dr. DeGrado will be receiving the Nobel Prize for what is about to unfold. They will cure COVID and cancer.
Go IPIX!
Pretty sure that's not how the pharmaceutical supply chain works.
This isn't Amazon.
Manufacturing needs to be scaled up for millions of doses that need to be delivered around the globe.
You're arguing with me as if having a global BP partnering with us is a bad thing.
Go IPIX!
A 50% partnership for every IV indication would be absolutely stellar. We would make a ton of money on just that and would have limitless funding for IBD/Kevetrin.
Now...let's just hope it works on COVID.
Go IPIX!
BPs have large sales/logistics teams that consist of hundreds or thousands of people each.
They have the clout to get things moving in sales, logistics, and regulatory issues. IPIX won't be going it alone if results are good.
Go IPIX!
What the heck is the point of Seeking Alpha anymore if you can't short a company and then publish a hit piece on there? That's what it's there for.
What happened to free speech?
Go IPIX!
Not in this deadly form. We'll want to monetize as quickly as possible if results are good. That means a BP partner for:
1. Quick phase 3 start.
2. Regulatory lubing for EUA.
3. Distribution and sales logistics.
Go IPIX!
If you have one government customer? Sure it's possible. Drop it on their doorstep and let the military handle it.
I was talking about after we get that payment and EUA. Getting Brilacidin to every hospital on Earth will take more expertise than we could hire in a reasonable timeframe.
With $1B in the bank and significant demand we wouldn't be talking a 20-25% royalty. A 50% royalty like BioNTech is getting would be more appropriate.
The goal would be to maximize sales while COVID is still a thing. If it took six months to a year to really get operations up to speed that could be $10B lost (REGN antibody revenues for the year). Better to lock in that $5B share and then IPIX does whatever it wants with every indication in the pipeline.
COVID probably won't be around forever.
2022: $10B market
2023: $2B market
I'd rather have 50% of both year rather than 100% of the second.
$1B cash is worth quite a lot to us.
Go IPIX!