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Pretty nice linear responses.
If P shows similar function, ....
We will know shortly.
All the Best to all longs,
Pix
Agree, we will see soon.
Silence may be golden.
Sooon.
Easiest (for patient) and most economic (society) way: oral
Frrol
10 Mio is far to less.
Even 1 Billion would be easily feasible
Jmho
Silence before the storm.
P results will move the needle.
In 4-8 weeks we should have results.
Just calculate based on 1 Billion:
15% of projected sales
PE 30
PPS @ 200 Mio shares: about USD 22
Jmho
Do we get a deal before P data?
P data should come in by end of Q1.
B-OM is much easier to apply
with its Swish and Spit protocoll.
Galera has IV application after radiation.
Was this dedicated to P?
Q: do they have patents for these indications?
LK
I have the feeling, that independent of
all the positiv developments a large holder is selling. Probably up to the point of partnership news. Then the pps will rocket and volume will mask further selling by this entity. Price then may go up.
Until this is the case we are range bound with a bottom of about 70c.
Interestingly PRs are correlating with this 70c bottom.
Pretty optimistic.
What are your projections of Prurisol
for PASI90 ?
Fully agree
Results are strong!!!
Just look at the Placebo.
Every other so-so-drug would have probably failed the endpoint!!
Are they already in further discussion with BP license? They should already have topline since some days imo
Soooon
It is about time for the OM results.
Tension is building.
Agree BTM
MC of 300-500M could be a first peak.
Then all depends on the nature of a deal...
Results this week?
Topline earliest end of feb 2018?
Tc
Value of BOM: Easy calculation after positive Ph2
Market US: est 65000/year
Market Europe: est 85000/year
50% Market Share (Preventiv)
USD 10000 per Patient
50% discount for chance of approvals
20% total share for IPIX
15 year calculation (static)
Value to IPIX: USD 1.125.000.000
Regarding Prurisol, 200mg results:
Either 200mg just touched window of therapeutic effect, then the Q is, which dose would be optimal and hoping 300mgs or 400mgs will do the trick. Or there is no therapeutic window for P in humans.
I am in favor of Ps potential.
I am fully loaded.
Now is the time, when investors get nervous...
My feeling: about 1 week to results
Long 60k
Hope for excellent results, then a B deal.
Tc
It is the most difficult time for investors.
We look at the beginning of some meaningful read outs.
First read out in a couple of weeks.
If you can not take it, leave.
Otherwise, stay tuned.
End of December or Early January...
Lets focus on B-OM
EU and USA combined:
About 1000000 cases per year
Rev per patient: 5000 USD
That is a 5 Billion USD market per year.
If results come in, like expected, very good valuation will follow.
Prurisol: Silence may be golden.
We will see.
We can just hope, that the higher dosing meets the optimal window of
Therapeutic effect.
Interesting, no public comment from Leo on not performing interim look.
Though, having publicly announced to do so.
10K done
Now it is showtime.
Lets hope for interesting P interim data.
Long 50k
Thx LBK
Wouldnt those 10 addtl Subjects come in blinded again with a certain ratio of Verum and Placebo?
Best Pix
Why would they recruit 10 addtl patients?
Anybody?
Best Pix
I bought 50000 shares last week and
I had no info.
I just like the science.
I sold all shares.
Problem is Management.
Product ok.
If B OM Ph 2 succeeds, a 1B deal with 100M upfront is possible.
That would change everything.
They do the Back Pain Study themselves!!!!
Brilliant move.
Agree, but what we need is more of dehospitalization related technology...
Due to indirect cost explosion.
At least in Europe.
Long Ipix
I guess practicability rules.
No way to have 3 infusions every week...
Oral formulation is key here.
As soon this is accomplished, MOA may be a game changer or at least an adjunctive approach.