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IPIX cannot go to the table while the view is that they are a startup and the BP a wonder boy.
The BP has to know, as I am sure they do by now, that Leo/LW is dealing from a position of strength and they are the lucky one should we choose them as the partner for any of our indications (or platforms). That cannot happen as long as we are cash-strapped.
That is why I see nothing on the table currently or in the near future. But with all the investigating and should CV prove that Brilacidin is the go-to drug, then the tables are turned and the negotiating starts in earnest.
A while back one of IPIX's medical experts said that the surface had not barely been scratched in regard to the uses for Brilacidin. If that wasn't extremely sage and correct advice, I don't know what is!
Hard to believe that in Feb none of us were even considering Brilacidin as a treatment for a virus, yet now we are discussing the possibility that it could become the go-to drug for a whole slew of viruses, to include CV19 and the flu. The revenue numbers if that comes to pass are staggering.
In addition, we now know that Brilacidin should be given some prime attention as a therapeutic for kidney conditions, possibly head inflammation for the other virus studies mentioned in the PR today, and even Ebola.
We also should have very positive news soon in regards to human lung tissue testing. That should open the door to COPD and Asthma treatment, not to mention other lung disorders.
Then we find out that CV appears to be a blood vessel attacker and again Brilacidin appears to fill the niche to defend the body against that. Brainstorming idea - what about a combo drug of Brilacidin and Kevetrin to work against leukemia?
So now we have head, lung, kidney, bowel, and blood vessel conditions already being discussed as possible Brilacidin treatment areas.
AND ALL OF THE ABOVE WAS NOT KNOWN PRIOR TO FEB. THIS HAS ALL HAPPENED THRU TESTING OF JUST A FEW MONTHS!!! And now the RBL wants to do a pan-corona study and who knows what the other facilities about to publish peer-reviewed articles found while testing B?
We know of dermatology, eye/ear drops, and antibiotic indications that should be right up Brilacidin's alley as well.
If this doesn't equate to a drug that has as wide a spectrum of uses as one might find in any drug to date, I would be surprised.
So does anyone really believe (assuming IPIX does get a large sum of grant money for further study) Brilacidin shouldn't be kept in house, along with its many indications, for the current time? Or at least until the current investigations for Brilacidin are wrapped up? What else will come to light, as it seems extremely plausible that further uses will be uncovered with the more intense investigations planned for the future?
People talk about value and most longs don't want to sound like pumpers so nobody goes crazy, but in light of the above and assuming that B and K do most everything we think that may be able to do, if someone wanted to get Leo's attention I do not think a single digit buyout offer would even make him blink, nor would a low end double digit offer. What the BP is getting is not a bio startup, but with Brilacidin and Kevetrin they could be getting a decent sized BP thru the acquisition of IPIX. Some of them are loaded with cash, over $50B, so I believe a good chunk of that will be needed to get Leo to blink. May not happen, no worries, as then IPIX will become the largest paying dividend stock in history. My opinion only and why figures of anything under $25 don't even get my attention in terms of starting to unload my position.
I understand and agree that FDA approval is of utmost importance, but I would like to see another country take the bull by the horns and put B immediately into human trials for severe cases to see if lives that currently are going to be lost could be saved. That might light a fire a bit more under the FDA to get Brilacidin approved for CV in America in a more expeditious manner.
I'm not using foreigners as guinea pigs, I am using them to try and save them while also spurring other countries to possibly use B to try and save their severe cases as well should the first patients find some relief from Brilacidin. Who knows, might even turn the USA into allowing patients in dire need to petition for Brilacidin as in Compassionate Care.
You think we get any financial help from a European or Asian country? or if they will even put Brilacidin directly into human trials?
The PR today noted the following:
"Longer-term objectives include potentially performing additional research to develop Brilacidin as a broad-spectrum antiviral, with possible application beyond coronaviruses, e.g., treating other viruses, such as encephalitic alphaviruses and filoviruses."
I looked up encephalitic alphaviruses and this would include inflammation of the brain. Most people know about encephalitis and, like coronavirus, most who contract it have only mild flu-like symptoms, but for those with severe cases it can cause life-changing mental problems or death. I also looked up alphaviruses and these again are related to inflammation of the brain. The article I read said that many medical personnel believe that quite a number of patients in mental wards could simply be suffering from alphavirus which changes the way a person thinks. Would be wonderful to allow this group of people a chance to live a normal life.
I looked up filoviruses and found the most well-known one was Ebola. Filoviruses are usually transmitted via butchered animals having the virus. They are among the most deadly branch of viruses known since many times the death rate is over 90%. The other major virus in this category is MARV, short for Marburg virus. Maybe not a major problem for the USA, but could be a game changer for Africa or other 3rd world areas.
Think abut what was just said in regards to your corroboration of GBI. He says on one hand that Brilacidin could become the go-to vaccine for the flu and then on the other hand states value of IPIX goes to $3.5B or so.
If B is the go-to for the flu WORLDWIDE, how much do you think that is worth PER YEAR in revenue? More than your total buyout scenario. So why would someone entertain selling company for the same amount as they will make from one indication alone? Absurd.
We are just finding out about B for all types of viruses now. How many other Brilacidin uses are still waiting to be discovered?
So setting a buyout price now is like selling a gold field after you found the first large nugget. Ain't gonna happen. Setting such a low number as you are preaching is downright ludicrous.
Brilacidin, and possibly Kevetrin, IMO will become two of the most well known drugs in the history of medicine.
No need to round table now. This board has done that constantly over the last number of years and all long term members here are totally familiar with the revenues our drugs could be making within a matter of a few years.
The most important part of the PR IMO:
"The lead researchers at both the RBL and at the PHRI have informed the Company they plan to submit their findings, separately, upon completion of in vitro testing, for peer-review publication. "
"Longer-term objectives include potentially performing additional research to develop Brilacidin as a broad-spectrum antiviral, with possible application beyond coronaviruses, e.g., treating other viruses, such as encephalitic alphaviruses and filoviruses."
Without a doubt ALL investigating bodies are finding exceptional results - you don't publish for peer-review failures and you don't expand a drug for broad-spectrum analysis unless it is doing well across the board.
News couldn't be better!!
Did you enter or leave in '84? Or is that how many years you served? LOL. Me '71-'77.
You wouldn't think Leo would have to do that much convincing. The drugs trial results pretty much speak for themselves.
Penny stocks are a lot like lotteries or gambling at casinos; they can make all your financial dreams come true but for the majority of players they only spell financial ruin.
That is why we are a special crew who follow IPIX so closely - don't know if that is a congratulations or a slur.
What I do know is it seems that the odds for success are now such that we are looking blessed.
Appreciate what you have found here, appreciate what this (these) drugs (K and B) will do for all our lives, and what they also will do to make the whole world a much better place.
It has been a long road, but the end appears to be very much in sight. To give in now IMO will be one of the largest mistakes one could make. I realize risk is still inherent, but the DATA supports our case that at least Brilacidin will become a major winner and there is no reason to not believe Kevetrin will take the same path once the pill gets developed and approved for human trials.
Think twice before selling.
My grandfather had a chance to be a founder of Greyhound - he passed on it.
My father had a chance to be a founder of North Central Airlines - he passed on it.
I see IPIX as my big chance and I am not passing - I have put my money where my mouth is and am happy with the cards I have been dealt so far. Still kind of crazy, though, that time will tell if I will be remembered by my family as a great investor or a drinker of kool-aid - but at the least I will be remembered as a chaser of dreams.
Don't get me wrong, I don't hear things that have ever made me make a buy (I would say a trade but I am a 6 yr holder with no sales to date). 50% of my holdings were made this year, thus my cost average has plummeted as my expectations of success have soared. All in all, the bottom falling out of the stock price has been my best friend IMO.
Over the years I have become friends with a number of people that get involved much more than me as I have only contacted Leo once regarding a personal matter needing B but Leo said he couldn't help me out. Such is the way of life.
But friends have, and do, both call Leo and email him. He responds from time to time and they fill me in. Mostly just confirmation of what was said in a PR/article recently.
What I take from them is his sense of confidence, enthusiasm (there have been times he sounded washed out and plain tired), and optimism.
Sad that many don't trust posting all comm as they don't trust how such info will be received and spun by many.
To be honest, my most important discussions re: IPIX are PMs I share with a few people I highly respect. Wish it could be expanded but the anonymity of the boards makes trust a very hard commodity to find and loose lips lose you friends quickly.
Hope they don't hire the POS CMO they did for the Prurisol Phase II!!
Mind boggling to me. We are talking about B at this stage of investigation, where it has shown it kills CV19 in vitro, it kills CV19 in a difficult kidney tissue line, and has to have results already as to being able to kill CV in lung tissue line, and yet it is still standing in line to get ANY grant money from the FDA? And that grant money has to be broken down so that they know where every dollar is going in regards to trials?
The same FDA that threw $150MM at someone (think J&J) to just go thru their library and see if they had any drugs that could be repurposed?
The same FDA that thru millions to Remsdivir (sp?)) or whatever Gilead's drug is that to date is a POS in all trials yet keeps being hoisted as the savior of the world?
The same FDA that put in millions of doses of crap "cures" to date of then found-to-be useless drugs?
Examples of gross financial waste re: monies spent on drug investigations and yet a drug that is FLYING thru all tests is treated as though it has the coronavirus itself and the govt wants to keep its distance.
Talk about big money talks, as in BPs, and govt jumps to their demands.
If IPIX had signed a deal w/ Pfizer wouldn't they have had to let stockholders know by now?
Would think they could have lawsuits galore from those that sold large positions between the time of the signing and the release of the PR.
Not saying it is not as if Brilacidin wouldn't fit the bill perfectly for this scenario, but I don't think it could have been kept secret for this long if indeed done.
Then again, maybe just an understanding between the two with no signed agreement but that wouldn't fly in today's world of lawyering up every event to the max.
So would it be better to wrap myself in doubt and despair? Life is too short for that.
IMO depression/worry/anxiety now over IPIX success is a sign of a troubled mind - as in a serious mental condition. Not trying to be funny, hope all will take time for serious reflection on this matter.
The tests to date in ALL areas regarding B have been positive, the lab doing the testing wants to do more (as if they didn't have enough to do), the CEO says that he couldn't pass on such a good deal with the bio lab, and his remarks to a few people that emailed him/phoned him last Friday were all positive. If one can't come away with a positive attitude from that or if one cannot understand the science behind B which is the basis for all of the longs upbeat attitudes, nothing further could be said that will change their mind.
You keep referring to the "market" as though it were the Wizard of Oz and in that I agree, both are just quacks filled with hot air. Nobody has a clue EXCEPT THE LAB DOING THE INVESTIGATING!!! - and they want to keep investigating.
Afraid you are stuck with a drug that is going to be a huge success. Enjoy it - and I don't say that facetiously. Turn to the side of expectant great news at any time. No need to practice feeling miserable until it comes to pass. If things go wrong, you will have plenty of time then to wallow in sorrow, but if things go right you won't have wasted any time worrying.
If the market was so smart, the adage "Buy when there is blood in the streets" wouldn't have come into being.
I agree that the lab that did the initial testing was willing to do far more testing for a pittance speaks volumes; they know a winner and they identified it in Brilacidin.
Quite the feather in GMU's hat, a small fee to cover a lot of the costs, and the prestige of being the lab that squired the investigation from start to finish for the treatment for CV19 that is going to allow the economies of the world to recover.
Win-win situation. Couldn't be any clearer that the news Leo will be reporting very soon will be robust and very positive IMO.
I am wondering how far up the chain of medicine and government as far as name recognition goes is Brilacidin?
Does head of FDA, CDC, Dr. Fauci, President, Vice-President, any foreign leaders have a clue as to the possibilities of Brilacidin for solving the CV19 crisis?
How many heads of BP Pipeline Development are familiar w/ Brilacidin?
More than just one or two CEOs of BPs know about B?
How about financial titans, hedge funds, etc? Warren Buffett?
I hate to admit it but I think most of us have expectations that are way over the top of who really has a clue about Brilacidin to date.
Is that bad? Or good since it will make the explosion when Brilacidin is unveiled to the world all the more powerful?
Right - who did they steal this cure from?
Believe it when it has cured many OUTSIDE CHINA.
The trouble with IPIX is that however locked and loaded one is, one always seem to be saying - maybe I need a bigger caliber - and the buying continues.
Most here believe it should be available immediately to those in dire need cases, but a P2 must be done on a number of patients so we are able to ascertain the many conditions that would ensure the P3 is done via the best method possible to include:
proper dosage
proper schedule of treatment
how many times can B be given
reaction time for drug to work
possible lung factors that must be worked out prior to giving treatment or is there a point of severity past which B won't work
etc
Sounds like a lot of wasted time, but in the end we have B having gone thru a full P2/P3 that should help in all other indication FDA trials being as brief and with as few patients as possible to include OM/IBD and possibly COPD, Asthma, Crohn's, kidney ailments, and on and on.
IPIX is saving a FORTUNE and raising greatly the terms it should be able to have LW negotiate for us with BPs. As far as what we wanted to achieve with the CV19 testing, we have hit the mother lode. Now is not the time to cut things short, let the trials play out as needed.
My source said communication was verbal. Leo supposedly answered more than one communication Fri. We will see if PR forthcoming this week.
Lots of events this past week that should make the rest of the month, and summer, quite interesting.
Main news was the Pfizer fund, the DISARM proclamation, the Eureka announcement of further B investigation at George Mason U for which IPIX paid $35MM, and the statement by Leo to callers Fri that there would be some news (thru a PR) this upcoming week based on new information received from the bio labs.
My interpretation of ongoing investigations/workings by IPIX for funding/etc:
1. We will get news this week, but I don't think it may be about results of the lung tissue tests. I do believe the news will allow stockholders to get a better idea of how IPIX is approaching this summer as to grants, further B investigations, willingness to partner now or wait to see how grant money plays out, and setting things up for the almost certified human testing to commence hopefully NLT the end of the summer.
2. It seems to me that all this additional lab work across many areas for B against CV19 is the medical community getting their ducks in a row for the human trial of B in terms of max dosage, timing of treatment, length of treatment, defining end points, and in general being able to go IMMEDIATELY from announcement of human lung tissue results into a human trial. Who knows, maybe a top hospital will want to partner with us for the human trial to gain recognition for coming up with the premiere treatment for CV-19. Medicine (WHO, CDC, Dr. Fauci, Trump Administration,etc) has had nothing but egg on their face from ALL prior drugs mentioned to be the real deal. They don't need another so they are making sure everything is checked before public finds out about the drug (Brilacidin). As such, we may have a number of weeks to go to get any lung tissue result PR. I hope that is not so but am prepared for it to happen.
3. We will find out if IPIX is willing to give away a large portion of the revenues for CV-19 to a BP to get in the game or if they are going to wait for grants to take B into human trials by themselves and reap the total benefits when it proves a truly wonderful treatment. This is the game changer type of play Leo has always believed Brilacidin (and Kevetrin) are capable of attaining and now that he has a chance to go for the gold, will he? If he is planning on going alone, don't expect to hear much on the OM/IBD front during the summer. Again, no need to give away the house if CV-19 revenue should allow IPIX to run any and all tests themselves to bring these various B indications to market. It would also elevate IPIX to a Regeneron level of being a BP, albeit a smaller one than most others.
4. No way Leo is selling the company at this time!! He didn't get this far to take pennies on the dollars. He and Dr. Menon didn't insert the poison pill into IPIX long ago to make sure IPIX couldn't be bought out without their approval. Does anyone that feels B alone should be a GREAT drug really believe it should be sold, along with K, for less than $2B? Preposterous.
5. Nobody should take this post at face value without looking at each statement and evaluating whether it makes sense or not. Same with all posts as there are such diametrically opposed views on this board.
Sorry not to have made myself clear, I was not questioning the need for a PR this week (I agree one is necessary to aid stockholders in understanding the Eureka/GMU article posted Friday), but the timing of it for Sunday as you suggested.
All I see a Sunday afternoon PR doing is giving the wrong crowd an advantage of pre-market trading or making sure they get first consideration for trades thru relationships w/ MMs that make the playing field not level.
That's over $69K/patient if 2500 patients and $173MM.
IMO outrageous and a total rip-off. Don't see how any organization could justify those numbers.
I am non-medical so that is an opinion from the outside looking in.
What purpose would a PR tomorrow serve? TIA
Your trial cost estimates seem way out of line IMO. How many patients do you expect in the P3, 10,000 or so?
Why would B need to be tested with another anti-inflammatory?
I heard from others that validated everything regarding the post was correct per Leo and these sources I put stock in. Lots seem to be going on in Leo's world, timing still "soon" but nobody knows exactly when, and B continues to impress with the growing number of areas in which it is being investigated.
We had been told recently the focus is on B as a treatment for CV19 and that the vaccine side is not in the picture, but what the labs seem to be finding regarding how effective B is at killing the virus is still being looked at much deeper than what many of us thought it would be. B seems to keep amazing the labs to the good side and, as you stated, should prove itself more and more in wider and wider circles as time progresses. This paragraph is strictly IMO.
I believe we are fortunate to be able to see a medical "wonder drug" coming to life and the question many of us speculated on for years as to whether we were the "greatest of fools" or "great visionaries" is tilting heavily in our favor this summer.
I also go back to the day when we were "loading our boat" and how the price compression has allowed many of us to build a task force, a flotilla, and for some a complete navy. My boat now resembles Dallas Cowboy owner Jerry Jones' yacht and is loaded to the gunwhales, thank God it appears ahead of us is only smooth sailing.
HIMP did all the work.
I am only petemantx, but if others choose to believe otherwise, so be it. Thought a record spanning many years would be good enough to establish a history but I guess that is not so.
Please clarify your stance regarding the GWU article and the subsequent post by HIMP saying he talked w/ Leo who confirmed the article was true.
Is the article true or not? I thought you said it was pure FUD.
Do you consider the phone call true or not? You thanked HIMP but can't tell if that was sarcastic or not.
IMO if article is true good news for IPIX, if false does IPIX no harm.
Guess we see next week by PR(s), if any.
Thanks in advance.
Maybe this testing w/ GMU is to get further data on B against ALL types of corona viruses, as in "the flu".
His enthusiasm is great to hear and his attitude seems to indicate that he is not jumping thru any hoops to get a deal signed right now.
That is fine with me. Any takeover or even a partnership at this time would be taking a very low ball route IMO. Let the investigations take their course and the share price to rise thru frequent PRs showing progress.
If it allows us to buy more shares at these prices for another few weeks or months, so much the better.
Notice that the end of investigation is expected at the end of Aug.
This blurb showed that Dr. Drew had some knowledge (possibly) of Brilacidin but still classifies it along with 10 other novel approaches undergoing testing now. He had no idea from what I heard that it was a synthetic drug, its 3 in 1 properties, the fact that it has shown a great safety profile in prior FDA trials, etc.
We here that are completely familiar with B have such a wide advantage over 99.99% of the general public (and I would say an exceptionally high percentage even of medical personnel) that we should consider ourselves "The Chosen Few" IMO.
The days are getting very short until B is introduced to the world at large. Waiting patiently, but with great anticipation, for that day.
It is amazing how new things keep popping up that should benefit IPIX greatly in the near future.
Today we had the Pfizer fund for new biotechs that appears to be tailor-made for BOTH Brilacidin and Kevetrin. Any new source of funding, whether we use it or not, helps IPIX not have to accept a low-ball offer and puts Leo/LW in a much stronger negotiating position.
Then we hear about the newly introduced DISARM Act which allows Medicare to pay hospitals to use new antibiotics to help fight superbugs and this should rapidly expand the possibilities for getting ABSSSI into commercial status much quicker than most thought possible.
I may be quite biased but both the Pfizer and the DISARM projects seem to have been written almost exclusively for Brilacidin.
I thought we would get lung tissue results early this week, but the news that keeps coming out shows that Brilacidin should be a "hot potato" in the world of BPs right now as all its indications are coming to the forefront.
Leo must be doing so much dancing that he is probably losing a lot of weight. Can't blame him. I know I have a nice spring in my step as of late.
Great to see a well-respected name from the past back on the board. Hope things are well with you and yours.
Nice to have so many possibilities and such a great safety profile.
You slipped up on the last sentence; funny but obviously not what you meant to write.
One other thing stockholders must realize is the value of the royalties.
They should DWARF the share price in value to stockholders.
I say IPIX should get 20% for all Brilacidin and I hope one BP gets the entire platform.
So going on the assumption they get 20% and Brilacidin ONLY brings in revenue of $1B/yr. IMO this is so ridiculously low an estimate of revenues it isn't even funny but it makes my point below.
So IPIX gets 20% of $1b or $200MM.
Expenses will be next to negligible as both B and K will be finished as far as IPIX paying for trials, no office space of note needed, just a handful of employees at most, no need for further LW expenses, etc so I am going to go with $1MM/yr for expenses.
Balance for dividends: $ 199MM divided by 300MM shares = $.667/share
Thus, a shareholder of 100K gets $66,667 every year with that amount rising constantly as B takes more and more market share and stockholder never has to sell any shares.
Sweet ride.
I agree as to not knowing when lung tissue results will be PRd, but I firmly believe some type of news, not necessarily lung tissue, but some news will be forthcoming this week and for most weeks in the foreseeable next few months.
Leo will keep the parade moving of providing IPIX advancement news on a regular basis.