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Dud. I have increased my holdings by several 100K over the past year all while the OS has only gone up 40 million due to completing several phase 2 trials. I’ve bought from .09 to 3 plus dollars. I know this will be well well well over $10 at some point. Just need 50 plus million in the bank. All trials paid for, and super milestones hanging there with double digit royalties upon market acceptance. We are talking 30 plus imo. In the upcoming year or 2 and then who knows.
Don’t let the mofo and manipulation scare you.
I think we might see a 10 million plus day soon
OM is much much easier. IMO
IBD is so broad and so HUGE! We are talking 45 billion a year indication. I mean....what if B IBD is a fri t runner in 5 years. We are talking dump trucks worth of cash....it must be tough to iron out a good deal
I see only 141k volume and green. I also see that we will be over $3 very soon. 50+ million upfront, huge 100+ million in milestones, double digit royalties. All costs picked up by partner to blaze thru phase 3 to market. Largest milestones will come in play with progress of IBD. It will equal in 10 digits. Get ready little guy.
Let’s wake up to 50+ million upfront. Maybe 300 million for both. No more dilution and a powerhouse of partners to take this baby home!
$3 open
It’s coming folks. Partner for both OM and IBD. PLENTY OF INTEREST! Ipix!
Yes Sir! Just took a vacation and now back.... this board is pretty sad tho. Just waiting for the deal to hit and hopefully they all leave
Green Day. Moving to Europe...subsidiary. Leo taking shares for debt. Confidence. Good news. Cheers
Look at the volume! Boy oh boy :)
1-2 billion is not even close to real value if K and B Pam out. If K can make it to Oral it will be the most sought after drug in the history of drugs
Real common sense. Bravo.
Not ours. :). The company that will be buying or partnering for OM and maybe IBD.
Let’s do an exercise here; Let’s pretend Pfizer is the partner/buyer, how would you feel as a large Pfizer shareholder that your company just paid 3.4 billion for Brilacidin (entireplatform) when the company who owns B is trading at 20 million market cap? So I’m saying the deal will be thoughtful and unique imo.
From my end at IPIX I think that is garbage. I think OM alone will produce that in Revs and think all other indication could produce many multiples over time.
Im just saying I think a deal will be unique to support both sides. The last thing both parties want is shareholder grief and litigation.
Based on everything I’ve seen on B I believe it is a goldmine. I expect MGMT to get that gold for me.
In theory, B-OM study results would in essence be less than and not greater than regarding compliance.
Patients would more likely NOT swish for the recommended time rather than would swish longer and or not forget. Much more room for error making the results lesser than greater. IMO.
And with that said the results were very good for the cisplatin high dose group. My point, hopefully with more people it will be better
Yes Sir.
Thanks for the insight. I think these trials are extremely slow as we first witnessed. These are really sick people :(
I also dislike the fact that since it is oral and patients can swish and spit at home, the data has to be so hard to validate compliance. I wish the patient would have to send or house a video on each time they used BOM so investigators can ensure the duration.
If it was me....I’d swish for double the time prescribed. Just because I’d be scared to death I would get SOM.
Bring home the bacon after hours Leo! I want to see my SEC site lit up with filings!
This is accurate. A phase 3 ready blue sky indication is worth a lot of money. When negotiating the terms, there are several dozen possibilities based on share price. It is actually a little more complicated at these levels due to “appearance” to opposite stakeholders. It will get done because again....it’s a race to the finish line.
Has anyone found out if this trial can be much quicker than the other IV trials? Since it’s swish and spit? Less regulation or roadblocks? I understand it’s same time frames with patients, but due to oral mouthwash type drug, are there any positives?
Nope he does not. Last year it was like 6% holding. Held like e7.6 million out of 125 mil OS. This year he holds 6.2 with 171 mil OS resulting in the 3% tile.
So Aruda sold 1.4 million. So many peeps again said he dumped the 7 million causing share price decline. How about an extra 40 million added to OS and into markets hands.
Again. You and I know....one deal! Taking dilutive financing out of picture, this will FLY! Back to $5 and beyond!
Let’s go Leo and Art.....close this deal. It’s time.
Interesting. I thought he sold out. Lol
Sincerely and strongly disagree. I believe there are a handful in pursuit. Could it be for a buyout of B Franchise? Could it be for just OM, could it be for OM and IBD? There are dozens of possibilities and we will not know until announced. I hope we find a partner with 40-50 million upfront and hundreds of millions in market milestones. In my belief that is how shareholders will reap the most rewards.
Or BP can hold out trying to make ipix as uncomfortable as possible....but ipix will not fold and they will find another way...most likely ugly for shareholders, but they will move forward. My bet...a BP wants to make several billion over the life of B-OM and we will see something soon.
Who knows what is needed to complete a deal at this point. If there are multiple parties still interested and were not at the meeting, those minutes will confirm path forward.
All I’m going to say from here on out. OM is an untapped market and there is currently a race between 3 drugs. Thankfully B is swish and spit....not IV
That race is known and BP will want to move quick. IMO. The longer they wait....the more money they lose.
Do a google search. Mouth and Throat cancer. Up over 49% in last decade. Increases to come. Huge huge market
It’s. Minutes. Then DEAL. It’s ha pending lol.
It’s not even close to fold...stop with the dribble. They could RS, they could settle for an equity partner, they could do about a ton of different scenarios and keep moving.
Absssi is not a blue sky market. There many antibiotics and the return is much smaller based on trials needed. OM is a completely different arena. The only comparison would be IF there was a world crisis that dapto and others do not work anymore. Then B absssi is as valuable as b-OM. IMO.
Call Art and ask him to discuss how important today is and this exact moment in time is for this indication. B-OM really could be the leader in a growing indication.
BP knows this as well. I believe we see a deal ASAP once all the boxes are checked.
It doesn’t matter for us. We don’t trade and pennies mean nothing. This will move dollars. When cash is available and possible dilution. We buy. We hold.
Again, trial results posted, minutes are near or in hand, there is nothing left to stop forward progress to phase 3 but cash. All involved parties understand what is at stake at this moment in time for OM. It’s a race and delaying will result in money loss. I expect to see a partner announced any day
We got 200K
That .3392 ASK is gonna look like a penny when we close this deal.
Agree. We will be finding out soon! One way or the other. I’m leaning B Franchise deal or sale. OM is too valuable right now and if a BP wants in to be a pioneer in this gold rush...every day delayed is money lost and a stake forfeited. The minutes are the final step to releasing to viable partners and its go time. IMO. A ton and billions at stake.
There are only 3....yes 3 phase 3 OM drugs. 2 are IV. B-OM is swish and spit. B-OM posted the best numbers for the highest cisplatin dosing. This is the standard for HN patients.
I’d say to have a single indication in an UNtapped arena is holding its own with better odds than 99-100 failing.
When would you buy again?
Good step forward to a 45BILLION MARKET 2022
"Once official meeting minutes are received from the FDA, the Company expects to release more details regarding planned Phase 3 trials of Brilacidin as a novel oral SOM treatment. Conducted in accordance with the FDA guidance, the goal of the upcoming studies will be to satisfy requirements for a New Drug Application and, ultimately, obtain marketing approval of Brilacidin for SOM. Management further intends to solicit international regulatory bodies for the purpose of expanded registration globally."
From PR on Dec 17th. We should hear soon. IMO
I watched a movie last night, and the main character was going through a phase 2 cancer treatment and the mom had to drive him like 6 hours each way every couple days. It really hit home thinking of B-OM and just how much of a miracle that drug can be. In the more aggressive cisplatin b-OM was like 80% effective compared to 20% placebo. That is life changing. I’m excited to see what happens in the next weeks here.
Kevetrin is my holy grail here. IMO. Excited to see it move forward in oral form.
Honestly. Everything can change overnight here. Everything.
Touting: to describe or advertise boastfully; publicize or promote; praise extravagantly:
a highly touted nightclub.
LOL - 10K - https://www.bamsec.com/filing/147793218004457?cik=1355250
PAGE 43 --- Literally on page 43 of the 98 page document it states:
The Company signed a non-binding term sheet in August 2018 with a global pharmaceutical company for the licensing/rights to Brilacidin for treating oral mucositis and inflammatory bowel diseases. Initial payments, milestone payments and royalties are being negotiated in accordance with the non-binding term sheet. The pharmaceutical company is now engaged in further due diligence. Management can offer no assurances that the parties will enter into a binding definitive agreement.
Ohhh so it was in a 10K as I suspected. There was a notion on this board that Leo was TOUTING this termsheet. To me touting would be a PR with a header: TERM SHEET SIGNED! Not hidden in a 10K that is 100 pages of small print. Lol
Thanks
They have been hinting for past year they are working GLOBAL partners and agencies. As I’ve posted the example it takes years to iron out. Interested parties have been in our data room for years and have told Leo the projected value. We are working towards that. Not pumping...anticipating
New board will come from partner. They are lining it all up.
On track ipix for a blockbuster B-OM
JT. Where was it touted? Please express where “Leo touted”. Lol
All that I can recall was the Term Sheet was in a 10-Q. Maybe I’m wrong....so let me know. A 10-Q is not the ideal place to tout. IMO.