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Thank you for your input.
Nice to know many see the value in B-CV19 but IMO it is worth even more, far far more
Why? If it is the true first-in-class treatment, IPIX charges as a WAG $600/treatment, then it would only take 4MM cases to make the value $2.4B
If USA govt wants to keep from shutting down economy again, they make the treatments FREE and reduce costs overall for a PITTANCE of what they are losing due to shut down economy.
And that would lead not to 4MM treatments per year (in USA alone) but more likely 50-100MM treatments.
Easy to see why my numbers go sky high. Am I right or wrong? We will find out. All I know is the POTENTIAL is staggering, far more than I have heard others come close to appreciating.
I have been wrong before, will be again, but w/ CV19 on a worldwide basis my opinion is we see possible generational wealth. For Brilacidin platform en toto, I see generational wealth as a given.
It isn't Leo holding up the apple cart moving forward. It is dealing with the government and having to play by their rules and timelines.
IND should be approved within a couple of weeks, human trial announced, and then results from trial should come soon thereafter as one should see improvement in patients within a day or two.
This constant harping on Leo is extremely disadvantageous to the company, of which I believe you are well aware.
Dr. DeGrado, Ms. Lakatos hiring/associations show executive expansion to further facilitate Brilacidin advancement.
Leo most likely working hard on getting human trials sites lined up and these types of workings must be kept under wraps.
Hand in hand, why scream for stock price appreciation when one knows it can't go up until news provides the basis for such a lift and that can only come upon RBL investigational findings are made public. Til then, we are in a holding pattern.
Not the most likeable situation for stockholders, but it is what it is. But the news balloon is about to burst and the "BIG BANG" will be felt by the world of medicine IMO.
Locust Walk came on board prior to CV19. At that time, company was in dire need of money to advance OM and IBD trials. Financial situation was severe. Partner seemed the only way out for at least one indication to get money to advance other indications.
Now w/ CV19 money situation totally changed and the need for IPIX to secure a BP partner is way low on the totem pole IMO. This is due to them having about $6MM in the bank and $30MM in the "just ask for it" line with Aspire. They can pick and choose instead of having to take toxic financing.
Things should change even more for the better by the end of the year when we should have human trial results known IMO.
So many positives this year, the most excellent being the TOTAL INVESTIGATION of Brilacidin by a government RBL, which should expand even more fully in the near future, which IMO will result in some extremely lucrative partnerships for IPIX, especially in IBD and CV19.
If some BP made an offer to IPIX for B-CV19 ONLY, what sort of terms would one expect and what price range would that require them to cough up? I would give my range but many would think me crazy because I believe the normal BP/startup terms should be reversed for B-CV19. And at that the BP is being given a gift.
Once the human trial starts in a few short weeks in Q4 there is NOTHING else needed to bring B-CV19 to commerciality as IMO the P2 will be expanded into a P3 and the results will be such that even "dark pool" players in the FDA won't be able to hold it back any longer. I think CV19 is too big and too sensitive for any governmental body to try and hold it up for political or payola reasons. Distribution will take care of itself in it being sold directly to countries and major healthcare systems worldwide.
IPIX already has the money for the CV human trial or govt will fund it.
IPIX also has the money for the pill Ulcerative Colitis P2 trial and the P3 B-OM trial which IPIX will have to fund. Money is not the issue right now. Getting these two indications further down the line ramps up their values tremendously.
Now if some BP wanted to provide some major funding to get in on the COPD/Asthma, Dermatology, other coronavirus indications to include the flu, HIV, Herpes, etc maybe IPIX would want to talk. But within a few months IPIX should have MAJOR fund influx from a B-IBD deal and possibly funds from OM deal and certainly grant monies for further full range investigations of Brilacidin which will cost them nothing and amaze the medical world as to defensin mimetics and their wonderful properties. This is when some BP may offer IPIX a staggering sum for the Brilacidin platform.
But IPIX is now in the drivers seat. Especially when the RBL results and the peer review article data becomes widely known.
Too many still willing to settle for pennies when we are sitting on a major gold mine IMO.
I cannot envision IPIX not being LARGE funding for all Brilacidin testing, to include human trials. Once the publicity gag is removed and the media gets hold of B's test results, it would be hard for the government to say how they invested BILLIONS in Remsdes.... which is a POGarbage and yet they have only given IPIX XX million? Payola can only go so far.
Back up your post. I gave my reasoning.
Would they have taken this much time to do a MONTH of testing beyond what IPIX paid $35K for (that was to last thru Aug) and then to take such a time to write the peer review? I tend to believe they were writing the peer review as they went along so they had everything fresh regarding each step of the investigation and when the final stage of investigation was done they only had that final test to write up.
All in all, the longer the wait, the better the results they saw and that is why the peer review has to be done perfectly.
For tomorrow, my guess is we will end at .2186 to exactly offset the gain we made today. Note that also is the current bid. Been this way for weeks, no change in sight until news comes IMO.
In response to your question to me as to why I find major fault with Fauci:
He is the director of NIH -- and has been SINCE 1984.
He is the medical leader of the CV19 governmental effort.
Has he been consistent in his words regarding CV19 efforts?
NO, he gave the info early on that masks were BS (not making a comment here as to their actual worth)and later changed his tune 180 degrees, saying his earlier statement was due to the masks being needed for hospital personnel. Directly responsible IMO why so many now do not believe what govt has to say about CV19 - is the news real or is it simply advantageous?
Current administration blamed for cutting anti-biological funding?
So what had NIH accomplished over the prior QUARTER CENTURY to help prepare defenses for a major biological event? From my perspective, they didn't do Sh**. What had they done to show they deserved the money being dumped into their coffers every year? Not much since we were so lacking in all areas for a major biological event.
Who made the determination to go whole hog after a vaccine vs treatment?
Since Fauci is the main medical man, he must have been the one or he didn't do squat in arguing that was the wrong road to follow. When you are the expert, you shoulder the blame for major failures in your area of expertise.
What is his actual holdings of various BPs?
Somebody pushed GILEAD HARD and their product, as we all know, is again pure SH**. Have no clue if he is worried more about his personal fortunes, but the questions don't sit well with me.
This is just some of my reasoning why I find Fauci a joke.
Edit: FINAL MAJOR FAULT W/ FAUCI RBLs fall under his command. Why hasn't he taken the MAJOR results from his own lab and pushed Brilacidin to the front of the line. Either the system is GROSSLY inefficient or there are reasons beyond science that are holding up the advancement of IPIX/Brilacidin. Again, you are the leader, you are the one that shoulders the blame when your organization is pathetic in execution.
FDA seems to have only antibodies on their minds for CV19 these days.
I am not upset or surprised by the response you received.
There won't be any convincing data until the peer review articles come out - as I believe they will come out prior to any other statements from the RBLs.
Until then, nothing for medical types to review so we wait. But when that day comes, should gather LOTS of attention across the medical spectrum.
Asians had a history of wearing masks due to the crowded conditions in many cities, while USA NEVER wore masks except in the Spanish Flu Epidemic early in the 1900's.
Big difference IMO.
What if something happened and tomorrow the government said no men could any longer have facial hair and all women must have a maximum length of 3" - you think everyone would follow that?
It wasn't a total govt fault that USA got hit so hard, it was that this was totally new and the USA population wasn't going to believe that masks were that necessary.
The anti-govt crowd also wants people to think that some other actions could have brought much faster vaccine/therapeutic remedies but again IMO that is pure conjecture.
USA did the best with what we knew and with what the population would accept. I could see the reaction if people got jailed for violating the mask and social distancing requirements.
Easy to point fingers, but never heard a valid plan put forth by anyone else.
Bottom line - I don't say the govt was the main culprit in the amount of deaths. Main problem was not understanding how dramatically the elderly (especially in assisted living centers) were at risk and needed special care.
IMO most useless jackhole is Faucci - Don't trust that SOB at all.
I personally never get a flu shot as IMO they have a hard time figuring out which strain of flu to make the vaccine year by year.
Sounds like flu shots are just a money grab. Yet many act as though they are the only savior against the flu.
How come the world isn't banging on the door of N. Korea in regards to CV19 prevention, they have not had one case per Fat Boy. LOL!!!
Nice to know such a heavy investor is so medically knowledgeable.
The science makes sense, the target indications are extremely large in terms of revenues, medicine always is looking for a new arm of molecules that will take it to the next level, management knows the value of our drugs and is willing to wait to get the proper deal, and our new arm of medicine is finally at the stage where some major light is going to be shed on it.
Add it up and this is a great investment. It should be a win-win for all people of the world.
Happy Hour is only on Friday 4 to 5 pm Eastern time
I agree. I don't worry about competition in the CV field as I believe in the long run Brilacidin will bury them when efficacy, safety, cost, and all other related matters are considered.
I think there needs to be more than one option and if this Regen/Lilly combo saves one life prior to B coming onboard then it served a very good purpose.
I always tell people don't knock competition, it simply allows informed people to realize how much better is Brilacidin. We do have a drug that is going to be a GOOD "Monster" in the medical field.
Trump said on Rush L show about 30 minutes ago that the miracle cure he took was a Regeneron-EI Lily antibody cocktail. Remsdisivir not a part of it. He specifically said a 2 company cocktail so that eliminates Brilacidin as well. Already sending the cocktail out to numerous sites and trying to get Emergency Authorization Use for it.
Hope it works to get the world back on track.
There will be enough demand for B in CV to satisfy IPIX stockholders IMO and the balance of what B can do for ALL coronaviruses is what is going to really kick butt for IPIX.
Agree with everything you said, thanks for the post.
IND submitted sometime around the first of last week.
By end of week, reply from FDA allowing for a pre-IND meeting which pretty much assured they liked the data they saw from the IND submission.
Such a meeting is to discuss parameters for a human trial.
Now we are 3 days into this week and people are aghast that IPIX isn't moving faster with further news.
Leo isn't Superman, Brilacidin isn't the only drug being evaluated, IPIX doesn't swing any weight with powers to be in terms of lobbying. As such, IMO things are moving startlingly quick and we should see a human trial within a matter of weeks.
Yet the constant calls for Leo to do more drone on and on. Sometimes realism has to come into play in both expectations and acceptance of speed of movement thru governmental agencies.
My wife and I just recovered from Covid and had no problems with next to no symptoms (early to mid 70s in age). Others in our age group that also came down with it showed the need for steroids due to lung issues. All recovered nicely.
I would say Covid is extremely serious for those in my age group and nobody should take it lightly, but those of real concern should be those that also have secondary health issues and that brings just about all into the picture.
For middle age and younger, I don't see Covid as any more dangerous than the flu or pneumonia.
But that is just my take, no scientific data to back it up.
I don't see shutting down the economy for it.
In the progression of Brilacidin to a CV19 therapeutic, Leo is but a bit player. What force does he bring to the table to speed things up? Sometimes you have to know your place and play by the rules those in power have laid before you.
Pretty large jump IMO from asking a question to leading for a response:
"What's Leo hiding and why?
Akin to the old question "Do you still beat your wife"? No correct answer.
This question has been answered many times over. Nothing to stir the pot here. When peer review articles get released, the RBLs will be known and Leo will have no input as to what they say so he cannot be blamed for holding anything back or tampering with the data.
We know GMU is the RBL and the IPH lab is not that important since they seem to have did mainly the kidney test. But nice to know they want a peer review article as well so they must have seen even more to garner their interest.
At this point in time, I see no need for unnecessary drama.
The main investigational targets for RBL with the $35K from IPIX due by end of Aug was for the lung and kidney tissue tests, SI, UC90 and UC50 for CV19. These targets were mostly attained by the end of Aug per info we received back then as I seem to recall.
So as you asked, what has been going on for the last month and who has been paying for it? I believe it is the govt paying and they are investigating the wide range of corona viruses to possibly include HIV, Herpes, Flu, encephalitic viruses, etc. I think this wide ranging testing will come out on the pre-print review article and the results are going to be knocking people's socks off.
Also gives a great reason for the granting of a LARGE amount of funds to RBL (GMU) to check out the whole range of Brilacidin uses. Makes me also wonder why they wouldn't put a number of RBLs checking out the myriad areas of Brilacidin because it doesn't appear that they have been overwhelmed with any other drugs worth a darn to date.
Makes sense with Leo being so closed-mouthed the entire year regarding CV19. Only PR what the lab authorizes and add nothing else. Everybody in the dark and that is great news as bad news would have already been reason to shut the testing down.
I don't believe IPIX could be in a more enviable position and I expect the flood of news to start any day now.
2020 has been a terrible year for the world but a wonderful year for IPIX and Brilacidin.
When COVID started at the first of the year, IPIX was hanging on by a thread and though we knew we had winners in both B and K bringing them to commercialization was proving a major problem.
Along came COVID and IPIX saw an opportunity to get Brilacidin more recognized and investigated as to its many medical benefits and advantages. I don't really think anybody was expecting it to become such a monster, in terms of being a PAN-CORONA killer, that it has proven itself thru all tests to date. Anti-viral was hardly given a thought, now it ranks high with antibiotic and anti-inflammatory.
At the start of the year, I believe Leo just wanted to get the Defensin Mimetic word out there and COVID provided the impetus for that to happen.
We are now on the cusp of COVID human trials, thru the hard work of JFM and others Brilacidin, IPIX, and Defensin Mimetics are reaching the pinnacle of recognition for having a "wonder" drug. Dr. DeGrado has become part of the fold, we have an experienced trials director now on board, money in the bank and more on the doorstep (seemingly going to be a lot of it from many sources IMO)so that Brilacidin can be properly put into many trials and Kevetrin also on the doorstep in finalizing the pill delivery system and starting complementary trials with quite a number of current cancer treatments.
I don't see how anybody could have any bitches with what IPIX has accomplished this year and the most important part of the year just started last week. What a glorious time for medicine in realizing a whole new POWERFUL arm for many, many treatments across a broad swath of medicine and what a glorious time for IPIX stockholders to be blessed with owning the foundational drug for that new arm of medicine.
Didn't make much of your response.
The Almighty "market" IMO doesn't know jack s.
Who does? RBL, DeGrado, and soon to be the entire medical field.
Then the Almighty "market" might actually get a clue.
Right now there still is no market, IMO vast vast majority of today's trades again being done via wash sales and traders.
Today's news another step forward in Brilacidin's steady progress to success as the "gold standard" of CV19 treatment.
Yet the stock price continues to be hammered as though Brilacidin barely achieved mediocre success in the RBL, which we all know is completely untrue.
The stock price will continue to be held in check until it can't and when that day comes, the floodgates will open and nothing will be able to deny a very rapid and prolonged price increase. Many will lose megabucks even though this day had to of been seen as rapidly approaching by all.
Evaluate Brilacidin's forward progress not by share price but by reaching acceptance as a recognized FDA treatment for CV19. We have seen nothing but success this entire year and will continue on an even faster pace until 2021.
Another good day for all stockholders. If this news today doesn't bring a well done by all then nothing will appease those that do not find the news today extremely promising.
From the FAQ section under Miscellaneous:
What is Happy Hour? When is it?
Happy Hour is a one-hour block where everybody has the premium features enabled for them. You can do full-text searches, send private messages, read 100's of messages in one click, etc. All the groovy extras! Everything you see on the Feature Matrix. Happy Hour is every Friday, from 4-5pm EST.
Instead of focusing on the lack of a peer review article yet or the results of the RBL testing, IMO we should instead be asking what could be the reason for such delay?
Does anyone actually believe it is due to bad news? If that were the case, they would have just shut the testing down.
Instead, I believe they have come up with some dramatic findings way beyond human lung and kidney testing results, IC50 and IC90 for each, and the SI ratio. We know they had that done weeks ago, if not a whole month ago or more.
It makes much more sense that they are finding results that could guarantee the PAN-CORONA grant and ensure that the human trial testing will be a success.
Remember, this is GMU's chance to bring to the world a peer review article that lays open the spectacular new arm of medicine, defensin mimetics/AMPs.
I remember when Kevetrin first went into P1 trials a learned doctor said that the longer the delay of news and the tighter the control of data, the greater were the results to be reported. So right now it looks like Brilacidin is due for one whopping peer review article or more.
Another one of those posts that aren't showing up on my board and upon reading your post I couldn't see any reason it isn't up on the board so I am lost as to what is happening.
We are close. Whether it be a day or a week, it is now "short time".
So do you think the RBLs will publish their own PRs in regards to what they discovered while testing Brilacidin? May be that they stay in the shadows rather than chasing the spotlight.
Whatever, a PR from them would be so much more impactful than the company putting out such a PR. But why would the RBLs need to put out a PR when their peer review articles are saying the same thing to the population of medical experts to whom they provide data?
This is why I do not think we get any major news until all at once the news floodgates open and in very quick succession we get peer review article release, RBL finding PR (most likely from IPIX), grant money announcement, and planned date for start of human trials (not sure if the human trials PR will be able to give the hospital or not - I'm hoping not).
The final MAJOR bump for IPIX will then occur and that is the media blitz that will surround Brilacidin. It's time to shine will have arrived and we stockholders will be rewarded.
Whatever time it takes for the news floodgates to open is time well spent IMO. No need to rush things and screw something up. So far, so good by being deliberate, thorough, and professional.
Question that has been nagging at me for some time:
GMU RBL was obviously working on Brilacidin over these past number of months, but IMO I hope they were spending nearly their entire time on it. Thus, I am hoping the peer review article goes far, far deeper into providing insight of just how effective it is against a number of medical issues (example - they found it works on encephalitic issues and possibly filoviruses per a recent PR)in additon to CV19. Has there been any positive word out from any other RBL to date as I had read somewhere that no other peer review articles had come out of them yet?
Makes me wonder, then, how efficient the 14 RBLs were and who was giving them the direction to pursue drugs that seemed to have failed in all cases?
Bottom line, very small bang for the buck from the labs (which many feel is typical of government) - except for GMU where, in their eyes, they have found a drug worthy of a PAN-CORONA investigation.
I do believe the peer review article and RBL findings (both the same really except for distribution method)should set the medical community on its ear and put Dr. DeGrado and the defensin mimetic arm of medicine on the road to validation in a large, large way.
I believe in IPIX, I do, I do, I do, I do - but if it doesn't put out some word tomorrow I think it is going to tank!...... What???
We have to beat everyone to market because the first treatment will be the king of CV19 ..... again WHAT??????
If anyone on this board has reviewed the data from the govt labs and compared them to the other crap being pushed forward by all BPs (investigated in their own labs and when put to the test they all have failed miserably) then they would realize Brilacidin, Dr. DeGrado, defensin mimetics, and all the features Brilacidin is bringing to the table is a game changer, no, more of a world changer.
Has anybody else seen a peer review article put out for a CV19 treatment by any other govt lab? Request for PAN-CORONA investigation by those same labs?
Know what you own and thank your lucky stars you found IPIX in time to cash in on a great investment.
I am wondering what the RBLs have been working on these last few weeks to month as we know they were done w/ the lung and kidney tests about a month ago, the selectivity index (SI) was known a week or two ago, and the B/Rems... study has been completed yet they say final testing wsn't completed yet on something or other.
My gut says it is something to further the request to do a PAN-CORONA investigation and bring something totally new to the table that will stun. the grant committee.
The beauty is that we know whatever they investigated, Brilacidin kicked tail or the recent PRs wouldn't sound so positive.
Looking for a great next week.
Out of touch the rest of this week and beginning of next week
Why does IPIX care about rules for a vaccine? B is not a vaccine.
Brilacidin will burst onto the world stage in the next few weeks due to RBL results, release of peer review article, grant money funding, and most likely MAJOR media coverage.
For newbies, why is Brilacidin so special and is it the real deal? Easy to explain. B is the foundational cornerstone of a NEW CLASS OF MEDICINE created by a group of genius biochemist scientists and refined via artificial intelligence (or an earlier version of it) via tens of thousands of hours crunching data on Big Ben, a supercomputer in Pittsburgh PA. This allowed the drug to be maximized as to benefits and minimized as to negative side effects. IMO it will lead all of medicine to change how drugs are developed and force the FDA to leave its horse-and-buggywhip current methods of trials and jump into the 21st century. I foresee medicine advancing to a state near that idealized on Star Trek. This seems ridiculous today but then the Dick Tracy wristwatch phone seemed farcical in the comic strip back when I was a boy and today smartphones are everywhere.
The new class of medicine of which Brilacidin is the basis are defensin mimetics, synthetic small molecules with astounding properties. IMO it will be as large an advance in medicine as the development of vaccines, the X-Ray/CT Scan imaging/antibiotics and other game changing advances.
Brilacidin has applications that span a staggeringly wide scope of medical conditions (due to its antibiotic, antiviral, and anti-inflammatory properties and associated immunomodulatory traits) and it to date has shown dramatic efficacy in all tests coupled with a rock solid safety profile.
Technological advancement breeds faster and faster technological advancement. This has become apparent across the spectrum of high tech, computers, media, transportation, aviation, etc, etc and defensin mimetics will rival the major advancements in those fields(such as the transistor in electronics, the internet for communication, the smart phone, and the genius of Tesla in the production and harnessing of electricity resulting in the electrical grid for the USA still in use today).
Thus, you should be able to understand the incredulity of true longs regarding posters trying to pass off putting a value on IPIX of $5-$10. We are sitting on a drug that will greatly advance medicine and which will put many Big Pharmas and many medical research employees careers in danger. Thus, there are many that don't view IPIX as a boon to mankind but a threat to their personal welfare.
One has to believe that in the end the betterment of the world will overcome the need to stifle this advance for mankind for personal gain.
JFM is one of the kings of the board IMO
He would say if IPIX was a house that wouldn't qualify as the least possible down payment.
Have any of you $10 buyout estimators spent any time putting together the value of the revenue streams for B in OM, IBD, COD/Asthma, ABSSSI, dermatology, kidney, enchephalitis, the entire range of corona viruses to include flu, HIV, Herpes, and many others, eye/nose, and these are just some of the possibilities we know B should possibly work today.
We haven't even started to discuss K yet and won't until the pill is finalized and that is right around the corner.
IMO, $10 for IPIX is like trying to buy Secretariat for about a $25,000 claiming fee. Absolutely ridiculous IMO.
$10/share wouldn't even get you in the room to bid on the IBD franchise alone.
makes one realize almost the entire stock market game is a scam being run by the big boys to fleece the small trader
Looked up in the SEC Archives (kind of like the Congressional Record) that Sept 14 is considered the worst day of the year to release very promising news. Year in and year out, positive things posted on 14 Sept usually fall flat on their face.
I have been scared all day Leo would release news today, but again he shows his acumen and decided to postpone the great news.
Well played, Leo, well played.