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Agree. And then there's this- A person who works at a day care in Illinois has tested positive for monkeypox and potentially exposed children, who are at higher risk for severe outcomes from the virus, state officials announced Friday.
https://www.washingtonpost.com/health/2022/08/05/monkeypox-illinois-daycare-center/
The National Institutes of Health and National Institute of Allergy and Infectious Diseases scientists are doing the testing so they must think it's worth while.
Sorry meant Preferred.
Why the need for conversion though. As class A shares they were a safer bet for kips.
Long time no see, you still in. Btw I always liked your show :)
Good question. Probably the easy answer is back then there was just no call for it. For what I gather Leo paid for this payer analysis so likely insurance reimbursements came up during discussions since B is a new drug for insurance to consider.
My opinion is payer analysis was likely driven by talks with an interested party as part of their current negotiations. If approved B-OM may be considered a new Tier4 drug but since there is no substitute in the fact that OM is a unmet need Insurance would pay for it. It was reported here I think that Leo had a new business development hire. We wait and see.
The payer analysis was just completed. I think for a deal they would still have to complete discussions and finally have lawyers go over it. I really don't expect anything till mid-September. Just me though. We'll see
Is it a pandemic of the quadruple vaccinated.
Yep and worth a lot of money when it gets to a dollar. Maybe somebody can do the math!!!!
Looking forward to it getting back above 4 bucks like 2014-2015. From 4 cents will be momentous.
Thanks for that SitTight! Huge potential here.
Revenue potential in the US alone could reach 890million by 2030. This is still considered an unmet need. We need more treatment options. Go B
https://www.ipharminc.com/new-blog/2022/7/22/brilacidin-revenue-opportunity-in-oral-mucositis
"Brilacidin for all HNC patients because the compound’s preventative properties and ease of use as an oral rinse. Brilacidin has the potential to be a first-line product for prevention and treatment of SOM due to efficacy perceived as being highly clinically meaningful".
Strong statements.
Biden once again tests positive for covid-19. Returns to isolation.
https://www.yahoo.com/news/biden-tests-positive-covid-19-185019908.html
Thanks for sharing. Happy Friday!
Payer Analysis- check
They may could very well have sold B to investors if they would had dosed it at the lower dosages in the first ABSSSI trial which showed some hypertension safety issues when given at the much higher dosages. Time ran out for poly to run a second ABSSSI trial at the lower dosages, this same trial CTIX/IPIX ran successfully.
Yep the market swings both ways. Sometimes it's punishment sometimes it's opportunity to make money. Go B
Then there are the wishes it would go to a penny or even fold. Hold out both hands and strain.
Here's a wish. I wish AS to pay IPIX 25 million. ding ding ding
Polymedix bk had zero to do with B. Those multiple hit pieces had everything to do with ctix share price tanking.
A doomed Covid-19 trial on deaths door patients is what killed the stock last November but now further testing lately shows B proving out as a broad spectrum anti-viral. IPIX payer analysis shows B would be well received as a OM treatment. Why was a payer analysis done? Surely the need clear up disagreements today as the worth of B-OM when it goes to market. Otherwise why?Time will tell.
We have a lot a lot of good anti-viral data out of covid. No guarantees but we are still in the running here. I believe IPIX is undervalued and it's not all doom and gloom.
B is alive and well. B research will be presented at the Military Health Research Symposium in September. The welcome mat is rolled out.
June 28, 2022
Innovation Pharmaceuticals Announces New Antiviral Research on Brilacidin in Bunyaviruses and Alphaviruses to be Presented at the 2022 Military Health System Research Symposium
And there's this-
June 23, 2022
Innovation Pharmaceuticals Reports Brilacidin Inhibits Omicron, Delta, Gamma and Alpha SARS-CoV-2 Variants Based on In Vitro Testing by NIH/NIAID-Sponsored and Rutgers University Researchers
The proof is the email stating a payer analysis was being run. It sounds to me like Leo is negotiating for a large sum and the payer analysis if it came back positive would help make the case.
When looking at the billions of dollars given away it was a huge success for them.
Good stuff runninggirl. Your quote "potential partners" certainly spells it out and likely a key reason for the payer analysis. With it they now know payers would support Brilacidin's commercialization.
This from the last PR- “This analysis reinforces Brilacidin’s potential to become a breakthrough OM treatment and commercialization success,”
Good reinstated post by PJ007
BioNY
chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://torreya.com/publications/pharmaceutical-valuation-in-licensing-dec2013-torreya.pdf
B-OM can now be considered a phase 3 substance which still has risk but diminishes with advanced phase and COVID studies showing B being well tolerated. My assumption is that partner will currently invest 13-15% of peak sales x 1.75 factor. That would mean $25-60 million upfront with 15-20% royalties unless they want to provide larger upfront with 8-10% royalties. I got this number by negating R&D costs and marketing to increase market penetration. Being a novel substance is big here since payers will see great value if they keep prices low to administer.
This provides significant funds to IPIX for further advancement as broad spectrum anti-viral while OM has the ability to provide significant income to IPIX for years to come. This is instant PPS to over $2-3.
I think now that payer analysis is completed there will be due diligence done on the analysis and then terms negotiations. I would expect a deal by annual financial report due date. All my opinion.
Thanks for posting that. Go IPIX
Well I see that nickle.
Yes I should have said if no changes are made. At home is the way phase2 swish and spit was administered. The trial itself was overseen and collected by a CRO and data made known after all patients had finished. Any phase3 protocols has yet to be announced and if there's partnering company they would likely have a hand in it.
I see nothing that would stop me from using it. Severe oral mucositis is very dangerous and can end a patients life. I remember the early HIV days when those poor patients would risk everything and inject poisonous substances into their veins trying anything to stop the virus. HNC patients need a better treatment then whats available. If Brilacidin further proves out in a phase3 that it can help so be it.
Thanks farrell. I remember blood tests reported back from the timed-release OralogiK formulation of Brilacidin on well people had virtually no systemic absorption when given through the entire colon.
Being tested as a topical is best for now they could probably even add a numbing agent if needed.
And then there's this..
In the IPIX trial, treatment with Brilacidin in the modified Intent-to-Treat (mITT) population reduced the relative incidence of SOM by 65.0% compared to placebo. In the Per Protocol population, the relative incidence of SOM decreased by 80.3% compared to placebo.
https://www.baystreet.ca/stockstowatch/5021/A-Look-at-New-Oral-Mucositis-Drugs-Galera-Therapeutics-Capital-Raise-Points-to-Innovation-Pharmaceuticals-Being-Grossly-Undervalued
We tick a lot of boxes. Positive payer analysis, Unmet medical need, Possible Billion dollar revenue, FDA favors the swish and spit concept over IV.
We are definitely under some new direction. The payer analysis was a good move. B-OM is now nicely wrapped with a big bow on top.
Company's would likely need to sign a non-disclosure agreement. These discussions are very secretive in nature. Everyday is a smear campaign.
"Payer Analysis" you were spot on. Thanks for that.
Brilacidin is a topical swish and spit formula not a systemic IV. Phase3 would be completed at home and not in a clinic as with an IV drug. Huge upside potential.
Nonsense- one word.
The first Remdesiver covid-19 trial was a dismal failure in the very sick and was shown less effective then placebo. Big money got it FDA approved.
Brilacidin is being tested by NIH labs as a broad spectrum anti-viral and reportedly seeing good results. Long term market wise covid-19 could end up being small potatoes. Yep some 20 viruses and counting.
There's nothing to say you will make your money back. I'm rooting for you Lemon. I think we have a good chance though. Go IPIX
Ablation is also used in the heart to treat AFIB.