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You will get a range of responses ranging from irresponsible and silly- that is "high likelihood of success", to rational- that is, no one has a clue and that is why they will do the trial.
predict No B for trump or anybody until prepublication of all the RBL stuff or at least the Rm/B stuff.
Missing Sept deadline may prove costly
In the short run, IP/B move up has to do with splash/ publicity with data out, trial start. In the longer run all that counts is trial success. Trump getting B would be HUGE in the short run
PREPRINT B/REM data NOW! I disagree completely. Something in print would be a HUGE help in getting a chain of doctors to agree to B for Trump. Lots of people would be consoled and would want to see data, not told something over a phone, no way. Even now on the radio at this very instant they are taking about steroids for Trump, as another possibility .
B not mentioned, not a word, and IP is missing a HUGE opportunity
Gotta love that sample of one! That is the question right now of course. Claims are put forward that B might really be on someone's radar as opposed to buried and unknown and out of the running.
Let's ask: wouldn't a pre print article at least be necessary for people to look over to give the OK for the President to get B?
At least B has the advantage of being given to 500 patients without serious adverse effects.
The time is now for Trump to get B, so I would bet IP will miss out.
It is sad.
B/Remdesivir paper: get out the prepub this instant!!! B is about to miss its chance to step up on the stage with the big spotlight still switched on.
What a missed opportunity ! This is massive.
This would bring so much attn to IP/B. Much more than the article itself and trial start.
At that point what will count is the trial and whether B works in hospitalized patients. It would be nice to get a bigger splash right now-
Good read, interesting author, now at UNC CH, my home town. Go Tar Heels!
swimmingly? What stroke? Whatever the slowest stroke is, maybe
Recall Rem / B paper NOT linked to others, as PR mentioned recently. Remember?
So release it already.
Today.
Yes I know he is not writing them Does he have any sway? If not, maybe your scientific adviser could help out....
That's the spirit! Don't ask Leo for even one little thing and let us languish in obscurity and die a slow death. let Regeneron and Gilead get all the headlines!
How sad that IP cannot step up on the stage at a point when B might actually help- BEFORE widespread disease, our very best shot at glory!
What a story and what a chance- but IP looks to have blown it all- not a paper out...
Exactly- wait like everybody else: no data out for B means no B for POTUS and a major major loss for the company and its shareholders.
What if the B/Rem paper was out now? Would we be a pathetic obscure company in the backwaters?
We would be in the news in such a big way it would be phenomenal.
But I see your point: if we wait on everything, including data, we can be late to the game. Or even out of the game.
Why think that anyone in his circle knows it exists at all? No preprint NO real data out very hard to make the case for B for Trump, even though it surely makes sense from what we have been told-
Major missed opp: too bad no prepublication out no RM/B paper- major error. If out then more of a chance Trump would be given B
Next Monday, next Monday. Why is it always next Monday for IP? Tiresome. Embarrassing.
Look: where's B for Trump if everyone is so interested in B for C- so says the PR
au contraire. PR was almost completely old news and was put out in desperation by CEO. Real news would be Trump getting B. PR yest was ok, things are still moving ahead, but NO data yet and NOTHING on grants. I agree it is good news but what I thought was better about the PR was that people are interested in B for C.
IP failure if NO B given to the President. Why not? Do people really think it is so good??
No B yet? What the heck? It has no downside that we know of and may have upside esp given early. Plus there is the B/Rem data-hey!
B for Trump- c'mon now, let's go!
best news in a long time. They cannot move forward like this if data are not very good.
We need to see prepublication but still good news.
Let's hope it works
Is there really all the interest Leo touts? I hope so.
Wish they could give it to Trump- talk about publicity
Write your CEO! Where is news ? Where is data? Trial? FDA meet? What the heck is going on? Enough already-
Give Trump B! Give Trump B! prophylaxis may be best use!
Give B to the President! Now that might be appropriate use. As a prophylactic drug for million of people IV dosing is not feasible BUT in select circumstances - such as this, exactly, it might work based on what we have been told. Blocking viral spread for very high risk people could be a very legit use.
I have written about other groups- the veterans at a Soldier's Home for example, or other very ill at baseline people in a nursing center , where there is rapid spread.
Protecting the President and staff- will B have any shot at use!!?
Just woke up to hear this news- will B be used?
all IP deadlines now dead. No Sept prepub means no certain Q4 trial start and no early Sept FDA talks.
Doesn't the CEO need to let us know when news will be out? (No, you fool, it's don't ask, don't tell, and we like it that way)
At last, clarification. Put on those Non Warp Speedos everybody! let's decelerate !
Prepublication? Grants? Data? FDA? Sometime in the coming weeks..did I say weeks? I meant months.
CDTP: Oct 1 IP PR. In a clarification today, the company IP, with offices, Wakefield MA, announced that it was dealing with the COVID Treatment Deceleration Program(hereafter CDTP) to pursue a trial, maybe, at some point in the future. While we were planning for acceleration(CTAP), it slowly dawned on all of us that deceleration is a more appropriate track. We had made a lot of promises that were not met, regarding data and grants, and deceleration really describes what we at IP are all about."
Mr Ehrlich, IP CEO, said that FDA talks about a trial would occur in conjunction with the publication of data from RBL studies to support its novel therapeutic, synthetic defensive Brilacidin.
"We kept hoping over the long summer of 2020, with all those COVID deaths, that we would make more progress. But September has come and gone and gosh- who can say, really, when the B for C data will come out. Warp speed- I hate those words. We are not even geared for acceleration, as it turns out. So on a deceleration track we will continue to ignore shareholders, and we will cross our fingers and wait for prepublication. And then go from there, slowly probably.
"CDTP really fits our development path. Maybe if all those other treatment options fail we will get a chance. I prefer not to tell shareholders anything at all- why bother?- but in this case I thought it was so obvious, that it was ok to clarify the deceleration track. Not that they deserve to know, really. They are better served by a lot of warp speed PRs that sound so promising at the time, even if deceleration is the reality.
" I keep hearing about shareholders deserving scraps of information, and childish questions like Are we there yet? Expect further delays, unannounced, and no more clarity about grants or trials in the coming weeks- it is all part of deceleration."
The prepublication ? So important, so critical. Did I miss it? Cannot figure- Sept is ending and we were told the article would be out. I don't suppose we should expect clarification from IP?
No, I thought not.
Sad state of affairs. It's just a global pandemic with million deaths, that's all-
The next big question- Sept brought almost no news(We like it that way, sir. Please keep me uninformed in this time of crisis!)
What about October country...
Don't ask don't tell. IP shareholders=special breed. Once again IP shareholders affirm their commitment to less information.
"I prefer a company that keeps me in the dark, "said one investor we caught up with recently. "IP suits me perfectly. I don't ask anything of the CEO. And he certainly does not tell. It is just an ideal arrangement."
IP shareholders have found an ideal company to own. " Look," said another shareholder, "we were told we would get the desperately sought after, incredibly important, critical to company future prepublication this month. But no! That is my kind of company, really. Another CEO might feel a need to explain such a failure-HUGE, right?- but not IP CEO LE."
" I like that in an emergency I do not have to expect anything from my company. No email in box to watch, no news is good news, suits me just fine" explained another satisfied IP investor.
Don't ask, don't tell indeed-
pretty weird- CEO can give misleading positive info to one shareholder over the phone and all us shareholders are told NOTHING
Hmm. Is it better for him to mislead all of us? Even more than he has?
The week that wasn't the month that wasn't!
Fellow shareholders, recall at the beginning of the month we heard from so many about what a difference a month would make. I said it would make no difference, none.
Ain't that a surprise.
Non Warp Speedos! Now that is a group for IP! How can they fail to keep up with even Not Warp Office standards. This is really sad, and yet the company has earned it.
By saying next to nothing to its owners, the shareholders, even in a time of crisis.
I ,for one, will really miss the Non Warp Speedos, and hope we can climb back into that very slow track.
IP kicked out of Not Warp Speed track!
DHHS ONWS today said the following:"If you are going to maintain Non Warp status, you must pretend to try at least. Today then, we required at least a bogus PR for IP to give shareholders something by the end of the month. Failing to meet their own proclaimed deadline for prepublication B for C data- that would qualify-squarely- as stealth warp.
"However, failing to meet the deadline, and failing to even placate shareholders with some silly PR- well, that is just too slow even for us non warp speedos. Farewell, IP, and may we see you again. "
An assessment of likely vs unlikely IP events in the near future.
There is a high likelihood that there will be no prepub in Sept as advertised
There is a high likelihood of a not very significant PR before a real big winner PR.
There is a high likelihood that Leo will continue to issue large numbers of shares
There is NOT a high likelihood of success of B for C in a human trial. It might help. There is some chance. It is not highly likely.
This is, as always, just one opinion. But it is highly likely to be correct, not to the letter, but close enough
Please, not again with the "high likelihood of success" of B for C. Of course entitled to to your irrationally exuberant opinion.
How many agree ?
I think the share price is 20 cents, or so.
In other words, next to no one agrees.
Just my opinion
I can clear up the B OM mystery for you. Results did not justify a big Pharma partnership.
We will never hear of it again unless IP somehow flush with cash from a B for C success. Otherwise B OM will be just as valuable as it was almost 2 years ago- meaning it is worth nothing.
get ready for a bogus PR! IP knows it is missing the Sept deadline it set for the RBL data, so they will release something, just not what is expected.
It's not fake news, really, just beside the point-
I would be interested in IP giving B its very best shot at COVID and that is my concern. In the end end it may succeed in a human trial for a different reason- some here have high hopes for anti inflammatory effects. That'd be just fine with me.
Why does PR after PR stress that blocking cell entry seems to be the major way it works? It remains to be seen how well any of it works in humans, obviously, but Leo keeps talking up pre infection-
This line of thinking may prove correct, that all is well and even better than supposed. If there is a giant prepublication and announcement of a grant and a trial then - so be it.
It seems odd that so much time has passed since June 17 and that something would have come forth if the data were so sensational. why not a grant 3 months ago?? Or why not US govt aid in IV B manufacture? Why not a big Pharma deal?
I hope this line of thinking is right- not that all is well, but all is much better than well, and B is doing amazing things in the labs. And that there is no clarity or info from IP because they have not wrapped things up yet.
We shall see, let's hope soon
The anti inflammatory effect of B vs c may help, no one disputes that. What is the right IV B dose for that mechanism ? Where are the RBL studies about that mechanism?
One can hope, of course, that B will impact C on that basis- that's all there is.