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1-promises promises in part rhetorical referring to the song and not actual PR saying "I promise you that..." Right? All talk and no game? That is our CEO.
2-we were never told the grant was turned down. How do you know? Leo never actually informs anyone of bad news.
3-too soon? Was that the problem? If that was the only problem he could have resubmitted t any time incl now. We have no idea why the grant failed. None. Nor will we ever. Leo never explains failure.
4-other viral tests unknown- of course it is unknown. Leo says they will do it and then there is no follow up. Sound familiar? Um, yeah, kinda.
5-UC trial may depend on COVID trial- completely agree. If B v C succeeds Leo can fund anything and if it fails then B for UC could vanish
6-we all expect the COVID trial to start and that is not the point at all. The point is the CEO cannot even reliably tell shareholders when that will happen and misses deadline after deadline. If the trial had been done in Oct imagine what the company would look like now if B is any good v C. But no trial yet.
7- timing is critical and Leo has failed us here. Yest announcement of prelim data for budesonide inhaler decreasing hospitalizations. Of course(duh)more than one therapeutic is need in the COVID fight and B will have a big place if it works. But every new helpful therapy does impact the B market and our share value.
8-the silly notion that IP and Leo started the trial without announcing it keeps surfacing. Why? It is transparent nonsense. Of course he will announce the trial start and the trial enrollment and interim data if it is any good
it would be viewed as a positive step and I would buy more IP shares, with a more careful read needed. If the b's(brilacidin and budesonide) were different
in fact we have talked about a B inhaler on many occasions
really? which b inhaler?? if this were brilacidin in the study, then the results would be viewed otherwise. Sure sample size too small and no info about mortality and hosp LOS and other measures one could wish. Preliminary for sure
but just imagine if this were a b brilacidin study and not a b budesonide study? would be hailed as a big step forward-
Real news: medRxiv 2/9 inhaled budesonide reduces the risk of hospitalization when patients are treated within one week of onset of symptoms with Corona virus
have not seen details if true it is a big deal and a big blow to B market
guess what folks: this shoulda been our study.
But no.
we expect nothing. we hope it performs as it did in the lab
if IP ever starts the trial....
great expectations=irrational exuberance and disregard for the foibles of drug trials.
Precisely. When necessary they put out news. Like NOW.
because you told the world the trial would start 3 x and you were wrong each time and so now it is necessary to explain what is happening.
Glad we can agree on this.
Dereliction of duty- no explanation for trial delay. Company owners- that is to say you and I-deserve to know what the heck is happening. Ah- business as usual here, no flow of communication, just promises promises.
Promises promises= the big picture.
peer review=big whoop. Is it a big splash in a big journal? Not even close. Slow to come out, in a so so journal, good for them. The preprint was the thing, as we all acknowledged at the time
Of course it is sensational for B to show success in the lab. Now for the hard work-a human trial
What about that grant Leo mentioned? And all those other viruses they were gonna test out? Not to mention MERS and SARS?
Silence. Plain and simple silence.
promises promises
IP buyer beware! When data(B v C) ever comes out scrutinize it: Leo and IP have presents misleading data for P2b and B OM and it is critical to look very closely at what they release. He will lie with statistics- a clear problem in the past, esp Dec 2018 spring 2019.
Those B OM subset PRs- just ugly. Shameful.
The P2b percentages and graphs without very clearly stating small numbers for the data- wrong wrong wrong-I was dumb enough to accept the initial data report for P2b as very good without looking a bit more closely.
Do NOT make this mistake with IP data release, folks.
He's up at bat again! After striking out last at bat. Cannot even manage to say when the trial will start but no matter- try and try again, right?
How about another announcement? Maybe even get it right Share price rise to 50 cents maybe and then back to 30s.
How about early termination of the trial due to benefit vs placebo? That is what IP and B need now.
Time passes and Q1 ticks by. Hospitalized patient numbers down almost everywhere, certainly here in Massachusetts.
Missed Q4 trial start looking a bit sad at this point. So it goes for a company with no resources and broken promises recently- not to mention misinforming shareholders about data in the past-P and B OM=prime examples
Really too funny for words. Just pretend it is underway. As so many pretend it is very likely to succeed. Just let any connection to reality fade...fade away...just let go.
reality is so troubling and bothersome and it just gets in the way. Let it go.
the yawn was for the fact that it is very old news
where is a grant? where is the new corona virus data talked about?
Blowin' in the wind. You know, why the share price is nowhere
very quick look: 12 out of 37 for Virology. So so. Not bad but not good. remember all the hype about the peer reviewed article and what a difference it would make? So much for that
relevant data out a very long time ago, old news, yawn, next.
Oh yeah- when does the trial start?
It came out a very long time ago already, sorry. So a journal finally published it. Before I comment I have to find out how lousy the journal is. Who after all expected anything else but a relatively unknown journal to pick it up?
It ain't the NEJM or Nature or anything important. But how bad, I do not know
fascinating- why bother going overseas? Plenty of home grown patients waiting.
And waiting....
Um Leo? Are you out there? You owe it to your shareholders to explain what the heck is going on-
Email your CEO NOW! why nothing from Leo? What won't he bother to tell the company owners when we should be informed? What's the problem with trial start?
Gee, how could anyone sell shares in the company that has the "very likely to succeed" B v C drug?
Oh I get it- very likely to succeed is bogus nonsense- maybe that explains it.
just one problem- he would understand that lab data does not translate all the time and would ever make such a foolish prediction
What a surprise- the share price plummets... who woulda guessed it?
same when trial ever starts- up at first and then way back down
Shame shame shame on Leo and IP for not telling company owners=shareholders what is happening with the trial. It's gonna start, it's gonna start- really? When? Specifics? Details?
Put up or shut up IP
guess what- we will soon find out
That is, if Leo ever gets the trial started-
share price headed way way down after the news of trial start- just wait and see. What could be more obvious?
please: always count chickens before they hatch. Great work! Just super stuff on which to hang one's hat. LOL
hey newbies- here's a taste of ownership in IP. Your CEO fails 3 x when announcing the start of the trial and then he cannot be bothered to explain why, and yet supporters will pretend it is not a problem. Not a problem
Nothing to see here- move along. That is how Ehrlich runs the show and it ain't right.
What a sad day for IP, today Feb 8 2021- not a word of explanation to company owners, you and me.
I just love this line of reasoning- you announce trial start OVER and OVER, but then you do not announce it when it really starts. Really? Ha ha.
You cannot make this stuff up, too funny-
no trial update- pathetic! Leo strikes out with 3x trial start misfires, and company owners, shareholders, are told nothing.
B has never failed a trial- such an insult to any thinking shareholder. A B OM trial "success" will sink the company. To pretend OM was not a failure? Sigh. It failed to move forward to next phases so it is dead for now.
That is failure- silly semantics might say otherwise, but make no sense.
Good question- does the company and its shareholders expect success in this trial? One shareholder with lots of shares- that would be me-has hopes and not expectations, since this trial will be quite a stretch. I bet that Leo is indeed very nervous betting his company on this trial.
I would wager the company has hopes much more than expectations I this instance
C'mon folks: Think back for a minute. B initial trial was against bacteria. Why did they choose cellulitis for the trial? Because B is great against Staph and Strep. Very high MIC. Those are skin bugs. They are not UTI or GI. Why choose cellulitis for the first trial? Because that is where b is at its very best- in the world of bacteria.
It is not so great against other bugs. Take Pseudomonas. MIC NOT GOOD enough to lead to an initial trial for GI or GU use. NOT GOOD ENOUGH.
Killing a bug does not count at all in the world of medicine and drug development and approval. How well you kill it is critical. The be all and the end all.
If you do not get this you should not invest in biotech.
um, I was responding to "as expected". Because it isn't. Expected.
Instead it is a maybe.
once again- there is no EXPECTED way for the trial to go. It may succeed and it may fail. Why does IP sell for pennies if B beats C??
good grief.
I suppose most people realize that this is obviously false- but must answer every now and then.
you wouldn't be surprised? Thanks for a big laugh. What timing is close? None that we know of.
The only timing that is "close" is the failed x 3 (3x wrong!)trial start.
too bad isn't it, that POINT 8 is false. Just one problem, for starters. But then one might have to read about B and other bacteria, that, or just remember from years back when B and bacteria were the big deal, not like today and corona virus.
Plenty of bacteria are out there for which it is not ideal.
Is this hard for people to understand? Having a little bit of activity against some bugs means nothing at all. Look back at the B v Pseudmonas data. It does not cut it, not at all
Yowza.
The real question is: why pretend otherwise?
how hard can it be to just a answer the simple example I gave to prove it was embarrassing foolishness? Point 8, and bacterial sensitivities for B vs many bacteria. And how the point was gibberish. And how one can only hope that newbies can tie their shoes- because if they can, they'll be insulted or amused by such silliness.
I think potential investors would instead be turned off by this simplistic drivel. Take point 8- plenty of bacteria were tested that B had poor success against. It was tested extensively back in the day. Take 2 important bugs- Pseudomonas and C Diff- not a good drug for those bacteria.
No need to say more- new eyes will be more discriminating - how could they not?
Are you sure? You really think that the trial results matter more than the trial start? Duh.
We all need a smile at times- thanks for that
maybe point out all mistakes- was farrell90 wrong when he said we would have interim data back already 2 weeks ago? Was that wrong?
Of course everybody is wrong from time to time- or do you not make mistakes, ever?
Silly
This is so true, it is just the incarnation of truth and goodness. Schedules change. Everybody knows how that works. First you are going to do something by Q4 and you announce it. And then you say it'll be done in January and you announce that instead. And then you say by Friday Feb 5 - but that does not work out either. Could that be a just cause for concern? Could that be why one might "guess people were waiting for a PR confirming the trial has commenced?" Maybe.
That could be it, right? If you say it over and over people think you might mean it. They might. Because you said it 3 x they begin to believe you.
But they understand how things can change- once twice thrice- see how fast that is? Things change and we all know it and what could be more true than that.
when we slide down from the pump and dump artificial heights, what will there be to say? Oh yeah- I guess we have to wait for trial results. And the trial outcome is uncertain.
That is what we can say when shares begin to fall again. Happening soon here if Leo- one day-will actually be correct about the trial start, at least we hope he will, and then there will be....news.
Followed by selling on the news
say what? Is this an ad for Grammarly? You try to say something and then an app helps make sense out of it? Maybe.