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If I were Leo I would throw down the gauntlet and let out that I am contacting Facebook, Amazon, Google, etc, etc as to becoming a partner to let the BPs know that anybody and everybody can be in on the bidding. Might make one or two of them sit up and take notice.
Only ones not allowed to buy the B platform would be Alibaba (Chinese) or George Soros (Socialist).
Play as hardball as you can play.
IMO Leo is trying to do to the BP cabal in medicine exactly what Trump has been trying to do with many other USA relationships around the world - Nato/EU, China, Russia, Congress, etc.
That is they are trying to reform what has become the "norm" into what should be the "new look" of the modern age. The old system is broken, completely screwed up favoring a few and placing the great many under the stewardship of a few with big money and the ability to pay off those in power. I applaud both as they knew going in that they would be reviled as big money players don't want to be crossed.
I will only stick w/ Leo and his aims for IPIX. The old system was acceptable when start up bios came up with ideas for new drugs and BP took promising drugs over practically from the start to develop, refine, and squire them thru clinical trials. The bio just planted the idea and a "rough draft" of the drug but BP "produced" the drug just as a producer guides a movie idea to a finished product. For that, BP deserved the majority of the profits as they took the major risk in funding thru trials, they refined the product thru major investment in having a large cadre of medical professionals to improve the rough "drug", they ran the clinical trials, and finally oversaw distribution of the product. As such, 5-10% royalties seemed about right for the startup bio.
But now, with AI, super computers, and startups taking the "rough draft" drug much further thru the formulation, clinical trials, and in the case of Brilacidin into production agreements and delivery system finalization, the start up bio has done EVERYTHING to the point all the BP has to offer is distribution. In the specific case of B, IPIX does not even need BP for the later clinical trials assistance as they should attain the funding from the government for CV to bring them to a state where they can proceed to other areas of B for commercialism as well.
All BP is providing now is distribution.
Most have dropped their own developmental departments as they now are content with buying only those drugs that have overcome the major risk hurdles of early trials, thus eliminating the VAST majority of their monies previously wasted on failed drugs.
BP is no longer only getting a "rough draft" drug but in Brilacidin's case a drug developed thru what I call AI, artificial intelligence, as they used many thousands of hours on a super computer to analyze what formulation would maximize benefits and minimize unwanted side effects. I don't think anybody would challenge me on this point as B has worked exactly as predicted to date so far.
IPIX has pioneered B delivery systems (all different!) for ABSSSI, OM, and IBD.
IPIX has run it's own clinical trials for EVERY indication to date.
Finally, the government labs have proven to date that Brilacidin will most likely be able to kill CV19 and stop the deadly side effects due to lung inflammation (plus kidney and bowel problems) and become the go to treatment that will do what most of the world is hoping a vaccine (not expected for another 12-18 months) will do. Not a done deal yet but looking awfully positive IMO.
Yet as I read the board there are many that believe we are still living in the 1950s or so and IPIX should still be paid only 5-10% royalty fees, meager milestone fees, and for that we should kiss some BPs ass for allowing us to have the benefit of applying their name to Brilacidin.
I think B should receive as a platform drug in its entirety TODAY at least a $5 Billion initial payment and a royalty fee of NLT 20%, and that 20% should escalate as revenues reach certain yearly targets. Something to the effect that when Brilacidin sales reach 5B/yr we get 22%, 7B/yr 24%, etc. I base these values on B being the LEADING product for IBD, OM, ABSSSI, COPD, Asthma, kidney problems, dermatology, and on and on. Again, not a done deal yet but well on the way to being proven extremely strong candidate across all fields.
Many will think me crazy for thinking this but look at the numbers that the BP will be making in profit for doing next to NOTHING. I applaud Leo for thinking like an owner offering a BP a chance to share in our gold mine, not crawling to them on bended knee asking that they throw some scraps our way.
This change in thinking must start with biotech mgt (it already has w/ IPIX and Leo IMO), advance to stockholders who allow Leo to hold out until our price is met, and then spread thru medicine as a whole.
My bad, of course it was kidney testing, not liver.
Thanks for catching that.
Thank you for that reply.
If Brilacidin gets the results from the lung tissue testing I expect it to get, in conjunction with the liver testing results it has already returned, and the govt doesn't give IPIX a good chunk of money to proceed ASAP with testing than I would say the government doesn't give a F about the country, they just want to make sure their large supporters, BPs, are taken care of. Just more of the same ol' swamp with the pigs feasting off the public.
I personally don't expect that to happen.
Do you think IPIX is going to get any govt grant money to run trials for Brilacidin against CV19 by themselves and, if so, what target range do you anticipate?
They could easily hire someone who has trials experience to head up same if need be should they receive sufficient govt money IMO.
Since we have come this far without BP stepping in and should IPIX get govt grant money for further trial investigation, why should we give any BP a large chunk of the B pie at this stage when we would basically be funding the trial?
Maybe my thinking is way off base as I have no clue as to the complexity for implementing trials at this stage of the game.
Bottom line to me is BP hasn't done jack squat (politically correct) for us to date, why should we allow them to capitalize on our work and product now? If they want part of the pie, they should be made to pay thru the nose IMO and my guess is that they will only offer the token pennies on the dollar they offer all start ups.
Anything that cleans ClayTraders clock is aces in my book.
I don't see the relation to your posted numbers as IPIX is percentage and NASDAQ in pennies. If you meant that NASDAQ was up 17%, I don't see how a one day snapshot comparison regarding any two stocks, indices, etc are much valid for anything.
Yeah, why would some criminal element want to worry about a .17 stock when that same company is showing validation of a drug that could soon become valued in the Billions, many Billions. They must be crazy????
Sarcasm intended.
Is that how you view an IPIX PR that confirms great results for further validation of Brilacidin via 2 MOAs in working against CV19, shows for the first time it works on human tissue against CV19, and expands B's spectrum of revenue streams to include kidney problems - "not good for anything" - simply because MM manipulators worked the price back down to only a 5% rise?
Strange reasoning IMO
That is the key. Publicity is good but it is the dollars that will only move the share price IMO.
I know it baffles me, and I believe most others, that some BP hasn't been smart enough to step to the plate with a very decent offer for the Brilacidin platform and secure this drug that may have among the highest potential spectrum of uses in medicine. If it is not the most, it is certainly in the body of most promising drugs ever to come on the medical scene. A deal could have been worked out to be a win-win for both sides.
If BP is so insistent on playing hardball with paltry offers or waiting to see if IPIX gets in such financial quandary that they are forced to take a low ball offer that we should treat them in a like manner.
Serve them right if some entity comes out of the woodwork somehow to attain this platform, it goes ballistic, and they all realize their greed cost them enormous sums of money.
I don't know where the line is drawn between believing in a company and being too emotionally invested in it. But I do have a different opinion from you on 3 main points:
You stated B had only shown marginal success in CV lab testing and I believe to date the 2 PRs relating to this showed the labs being highly effusive on expectations for B working against CV, or at least working in different ways than ALL other drugs tested that leads to high optimism. Thus, not emotionally induced but based on word directly from the labs.
Secondly, I believe in the new medicine of defensin mimetics, of which Brilacidin is currently the star per the developer of them (Dr DeGrado), and that this new arm of medicine will become a major, major player in the upcoming years.
Third, Kevetrin has had no failures to date. It has had a lack of progress due to financial limitations. I won't argue who is to fault for that, but currently IPIX has reached a state where these concerns should be behind us soon and the pill should be able to complete it's tox testing and move on to become safe for trials in humans as a stand alone, or more importantly a complementary drug, in the fight against cancer.
I understand your frustrations with the company, but whatever has occurred is now just water under the bridge. As to where we stand now, things look quite optimistic IMO and us longtime stockholders may be finally rewarded soon. Best of luck to you.
I have always thought that a visit to a National Cemetery should be a mandatory school trip for all students within a reasonable distance from one as there is no better place for them to gain a perspective on the privileges we all share as Americans, the cost that has been incurred over the years by those who fought to allow us such privileges, and for them to come to realize the respect such devotion to our freedom by these Soldiers, Airmen, Sailors, Coast Guard, and Marines should be shown. These cemeteries to me reflect my extended family of true Americans and which is felt by all veterans. Education is so much more than just learning facts and figures, it is also developing patriotism and a love for your country by realizing what has been paid by our forefathers to give us such a wonderful country.
If you are not prepared to die in the defense of this country, you shouldn't be a citizen. Not saying everybody needs to be on the front line, but all should realize that those that do or have put themselves in the most dangerous position possible for this country should be shown the respect they have earned by putting themselves directly in harm's way.
Thank you for your service CMCrazy, Semper Fi to my fellow Marines, and a salute to all family members (especially wives and children, mothers and fathers and siblings) of those who fell as their loss and sacrifice is recognized beyond belief by all who had to share in the loss of a loved one.
This is a day of reflection, thankfulness, and sadness at the terrible price that has had to be paid for our freedoms. Let's hope the general public comes to realize the price in blood and tears that has been paid for them.
I think many bios, large and small, knew their drugs had little to no chance in working against CV but thought they would throw them up against the wall to see if anything might stick and they could reap a big payday.
Most BPs IMO used their grossly inflated grants on other things and gave token investigations into a few of their long shots,though the majority of what they received went into areas unknown as does most govt spending. I look at what they received as just more of the same ol' DC easy money pigs wallowing at the trough of free govt handouts.
IPIX, on the other hand, badly needed as thorough and complete testing as possible for Brilacidin since it is expected to have a very robust spectrum of indications across many medical areas so we started getting the testing done as our MAIN priority and during the process we realized that Brilacidin had extremely attractive properties for the treatment of CV19 and focus was widened from general testing to specific needs regarding ending the CV19 dilemma. Hope govt has saved meaningful funds for spending (Finally) on drugs with a better chance of succeeding than just a hope and a prayer which has been the case to date.
IMO a gross amount of needless money was spent to date on grants as it seems zip has come about that could be deemed a success. They whole wave of "repurposing" was a wash and now the lesser known new drugs, of which Brilacidin is the leader, are the ones that are going to carry the day for solving CV.
Very happy to see today's PR. Bespoke of confidence well earned by lab testing. Glad it was so short and concise in getting its point across.
I was going to say happy to see IPIX tooting its own horn, but they are simply relaying information that they have received from independent government labs, much different than MDNA and Sorentos tooting their own horns when they had no definite independently verified data to back up their claims.
I have no faith in the media whatsoever, but if they fail now to "discover" Brilacidin and IPIX then I will know they are next to useless.
Hope this new round of PRs we are now getting gets everyone off the "what's the stock price today" carousel. Brilacidin, and ultimately IPIX, is on the proper track and heading towards huge returns for all investors. No need to keep asking "are we there yet" as we will all know when this rocket finally takes off.
True, but big bucks seems to have a way of loosening tongues.
Since all lab personnel doing work w/ Brilacidin in regards to CV testing are not employees of the company, I take it that they are free and clear to buy whatever stock they want based on lab findings and share their findings with friends and loved ones. Or are they under some sort of non-disclosure legalities as are members of mgt?
On one hand that is good for them if they can indeed do same, but on the other I am sure BP/hedge funds/big money know how to canvas such labs, govt agencies getting info prior to public release, and they could be paying one or two key personnel off to get advance info on lab findings (I have thought this is exactly what BP does with clinical lab trials and trial site hospital personnel).
Anybody know if this is possible, illegal, or what? Maybe the MTA prohibits disclosure.
Example: Look at what one could have made with the pre-release info on the handful of "possible" CV vaccines/treatments that have hit the press recently as in Moderna and Sorrento.
Asking as someone today said the big buy could have been a lab worker who saw great results and wanted to get onboard the IPIX train. I do realize this was just a WAG by the poster but still put a question in my mind.
Why do we all sound so "out of the norm" when all we keep asking for is common respect for decency and the law? Is it really that hard to find people of ethics that will do the right thing no matter what?
Whatever side one is on of any governmental issue, all are as one in desiring, though not necessarily expecting, a level playing field.
Does DC really turn that many people to the dark side of morality? Seems so.
Our (USA) only fear is the cancer within, not the threat from outside forces
If it could be used for that, every household in the modern world would have a bottle - like an antimicrobial Lysol.
Thank you for finding that info. I am still in the dark, though, as to the dumping of lots of shares by the CEO and Pioneer Financing, the largest stockholder.
I tried to validate the linked article but it did not work and another source citing that story also did not work. I do not see any mention of the $1.25B after hours stock sale mentioned in any valid financial news site regarding Moderna.
The CEO could not be foolish enough to do something like this as it would be out and out insider trading so IMO this story is a hoax.
Big time fleecing of foolish, though trusting, public investors.
Hope Bancel goes to prison long term if blood flows in the street for common stockholders as I expect it to do.
But I do not expect to see much from SEC or any other regulatory body. Maybe if there is a massive stockholder lawsuit, then again only the lawyers make out there as stockholders usually get next to nothing.
I agree with your post but laugh at the steps needed to move forward once testing for human lung tissue proves successful.
When the military goes to war, they have already planned for most every kind of possible response or strategy employed by the enemy so they won't get taken by surprise. When the sh** hits the fan, they REACT, they don't go into a panel discussion.
Your list of steps needed to proceed sounds like medical sits on their butts without any plans for ANYTHING. They should have the protocols, procedures, sites, etc already mapped out should some lab prove a drug needs further validation and know who will run these tests prior to them becoming necessary. One set of plans for anti-inflammatory (pneumonia type symptoms), another for kidney or liver problems, one for bowel problems, one for children, one for the elderly, another for vaccine (both as a sole use or adjuvant), etc. I know most medical people will think me crazy, saying there is actually a rhyme to their reason, but from the outside looking in I sure don't see it.
Makes it easy to see why it takes forever and a day to get anything done if your aforementioned steps are actually needed.
I don't see where your $2.00 came from as comparing two different startups with completely different drugs and potential revenue streams is apples to oranges IMO. As Justin Wilson, the old cajun cook use to say, I can "gar an tee" that there would be no hint of a buyout at $2. Couldn't even buy a large part of Brilacidin platform for that.
You have to practice what you preach. I have had a constant thru my posting history in that I believe completely in the science , I just hope mgt doesn't F it up, and if someone wants to slam the company they better have facts (or opinions) to back it up and show some thought went into the post rather than just doing a "drive by" swipe at the company. I don't see Yooper criticizing IPIX, he was just saying Leo shouldn't be idolized as a great CEO. Just a stated opinion that he backed up with what brought him to the judgment. Why should anyone have a problem with that as I don't see where he misstated any factual data in his post.
And may I also add, the questions he asked I believe have been said by each of us to ourselves, though most won't admit that in public.
As an example, the only 2 Presidents in my lifetime I thought were worth a damn were Pres Reagan and Pres Trump, but do I feel either is above severe criticism on a number of issues? Hell no, nobody on earth walks on water and all of us make mistakes, usually often and sometimes quite massive and critical. But they were doing the best that they could under the data they had at the time of making the decision. So it goes w/ me and my feelings towards Leo.
I admire him, for thru second hand remarks by people who have met him and whom I respect, he is said to be a stand up guy, hard worker, and loyal. I can't ask more than that of anyone.
But has he made mistakes? To say no one is lying to themselves. In the overall scheme of things has he done much more good than bad, I have to say yes because we have reached a point where our investment should be quite good.
But let's keep this board real and not label everyone as a traitor to the IPIX cause because they have a beef with what is going on or has been done. If someone has an agenda of daily harangues against IPIX, I ignore them. If someone makes balanced postings that I feel come from the heart, I listen to and reflect on them then mainly let them pass.
I have never been a fan of shooting the messenger or flaying the scout because he reported bad news, as long as the facts are reported correctly I listen to the opinion of the poster and then take it to heart or let it pass on by.
But now is not the time to take any more concern of what has been, what is today is the doorstep of Brilacidin breaking thru the wall of silence in the medical world and becoming a household name. Let's focus on the good going forward, quit looking back, and bask in the joy of having attained this point, however it was done.
My position has tripled in the last year and my cost has dropped from around .85/share to now 89% being about .30/share so I am one happy camper. Hope all longs have been able to secure a better position for themselves.
I thought you made your case very succinctly and point by point. Well done.
Though we are at a great place now, we have had to go thru very troubling times and most of us have asked ourselves the same questions you just put forth.
I thought we were in great shape w/ the success of the IBD pill and the expected partnership for OM (though the time taken to bring about a partner mind numbing)and the K pill seems just about ready when funds become available.
But it is ironic that the event that seems to make IPIX success very probable was handed to us, not something we planned for or worked to attain. Too bad it took a world catastrophe to bring it about.
I didn't like having to hear what you had to say, but I can't fault the points you made.
Bottom line seems to be that we longs have had a long and rocky ride and deserve to now reap some rewards.
At this point in time I think the greatest thanks I should give is to the ones that have been so intent on compressing our share price. People can have whatever idea they want as to the reasons for it, I just look at the trading pattern over YEARS and can see something completely amiss and criminal has been dominating the scene. Like you, I have now raised my holdings to where I don't even need $1.50 to live my remaining days in total luxury (remember I am 70). I believe we blow right past that in the next few weeks.
And yet a pretty well-informed poster said that since PolyMedix went bankrupt and U of Penn provided all the money, that only U of P will receive the 5% royalties on all Brilacidin revenues. The actual scientists and doctors who had the intellectual genius will be getting nothing. Not positive of that but, if true, a sad state of affairs.
Many claims, but very little data regarding explicit results of trials and even less about negative side effects. I would assume a heart medicine to have side effects (don't know why, I just do).
When B gets full recognition of efficacy and safety, cost and ease of mfr, plus the 3 in one features it possesses that the other chaff will quickly fall by the wayside, or possibly become part of a vaccine cocktail w/ B.
I hope some of these other drugs succeed, we need options, but the strength of B features should cause it to be one of the few prime solutions to CV19.
Now back to planting more St. Augustine sod. We have had a gully washer of rain today so perfect conditions and things going smoothly and as easily as possible.
I agree - MANY millions
Some people can't see the forest for the trees, but then again some people can't see the forest or the trees.
All stockholders at this time IMO should be giddy with excitement and thinking how fortunate we are to have arrived at this investment.
Guaranteed great outcome, of course not. But where in penny land (or any other land) could one find an investment with such overwhelming odds for success?
In my world I am wondering if our home run is going to be 500ft, 600ft, or even further.
I have always believed that the orchestrated play against IPIX over the years is due to a funding offshore by a major BP(s). They are so use to scarfing up startups for pennies, just becomes SOP.
You are correct, but the gist of the matter is that IPIX has no current streams of revenue nor ever has - though that could be changing in the near future if B proves effective against CV19.
They also have grant money expectations soon, but in the end no steady stream of revenues - YET.
When they do start coming, I have worked up dividend expectations and they are quite astounding should B and K perform and capture even very conservative portions of the major revenue streams in which they will be competing. Shocking dividends that would make me a rich man yearly with no need of ever selling stock.
IPIX has no current products, just 2 extremely promising drugs in the midst of clinical trials. They announced earlier this week their financial quarterly report so nothing forthcoming on that front for months to come now. As yet, no revenues since no approved drugs to be able to sell.
Go to the company website, ipharminc.com, and read up on the science of both Brilacidin and Kevetrin. That is all you should need to determine if you think it is a worthwhile investment.
Company should be poised on the brink of a LARGE govt grant to further clinical trials for Brilacidin and CV19. That could come next week or shortly thereafter. Once we have some cash, whole ballgame changes for this startup bio.
Many longs think this is the investment of a lifetime. Others worry about financial concerns. Remember, you are investing in a penny stock. You aren't going to find guarantees, just possibilities. If you decide not to invest, please give us the favor of a post notifying us what turned you off as many have been here for 6 years or more.
Monday is the 18th - so the question is do you think that is too early? I think it is, but I also feel next week begins the earliest possibility of good news being announced on whatever front. Whether we get news next week or the week after, just a blip in the road to Brilacidin showing its true colors for CV19. It's all good.
If we don't get a nice sized grant, IMO that would be a reason to bring such a decline to the attention of major media. Not just to satisfy us shareholders, but to alert all Americans to what looks like outlandish BP favoritism as payback for large lobbying payments.
I don't believe we have to worry about this as the investigative medical community wants to make themselves look good and the world of medicine as a whole is hell bent on trying to save the world from this virus. Please don't take this as any knock on the medical community, labs, first responders, etc as all have gone beyond the call of duty IMO.
It is strictly a reminder that CV19 is too big and too world damaging, both in deaths and country economies going down the tubes, for politics or lobby paybacks to raise their ugly heads in developing what should be one of the greatest, if not the greatest, drugs that could prove the answer to CV as both a treatment and a vaccine or a vaccine adjuvant.
PR was dated May 4th and said that IPIX was informed over the weekend that the human lung tissue had already started. Many thought that could be interpreted as of Fri, May 1, and thus that would have made 12 days until today.
It was either the 1st or 2nd - I go w/ LK that it was most likely the 1st
Edit: Oops, saw LK already said the same thing.
I would surmise the top doctors and scientists are totally focused on the Top Tier of currently approved drugs. They probably look at something coming from a company the size of IPIX to be the minor leagues and they consider themselves only major league players.
IMO Brilacidin is still an unknown, making a few ripples in the pond of possible solutions but nothing like the wave that should be starting within a week or two after the myriad testing results are put out regarding human lung tissue.
That would be the logical thing for the trials.
Check out B for lungs, colon, virus, and any other possible play against CV19.
Run a test just for the elderly, a test just for children, and another for the handful of traits that most of the currently affected have. As long as it works, keep expanding tests to more and more specific communities of patients. I think it should prove somewhat to very effective for each and every sub-group of the population.
Whether the powers to be follow that strategy, anybody's guess.
What FDA 1 do you feel IPIX needs to pass since they already have proven B safe in a number of FDA trials?
IMO if they get good lung tissue results then give the IV to quite a number of CV patients with moderate to severe lung issues as well as a separate arm to those CV people w/ no lung issues. They can do these w/ variable dose strengths. Why not gang test since many may die if they don't get it ASAP and the history of B is that it will not do the patients any harm. This should suffice for the P2 and P3 for CV and also show B should be allowed to go to P3 for COPD and Asthma.
I see where everybody still is locked into the year here/ year there to get drugs to patients so as to be ultra-safe and all the while people are dying.
I know I go against the grain on these trial delays but IMO there is a lot of BS wasted time instead of action and during the pandemic action was supposed to take precedent but it hasn't. Lot of word games to look good but still talking months to get anything going.
In times of necessity, I go with Gen Patton at Sicily when he told the Army Colonel or General that he had 2-3 hrs to take a certain objective and if he didn't he would get somebody in charge who could. That's what lights a fire in the backside. Too much bureaucracy for me.
Funny how the stock trades with a bid/ask spread of .00001 cent and still trades don't go thru but some think giving away up to 70% of B's future for a measly $1B (that's about a $3 share price) or so is fine.
If we had a sow and were trying to sell it as a silk purse, great idea.
But we have the silk purse, no need to sell it as if it were a pig.