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I think all 3 make it. Safety profile is too good. The question becomes how many branch off from those 3 and make it!
Yup. It’s amazing to say the least. Here is my take. The “activity” started in Q1. My thinking is the coordination and “activity” is for the P results. The P results are the main topic too of their “activity” and when a true shareholder thinks of what kind of leverage and market awareness P data could bring.....one should understand clearly of why the SP decline and there is such “activity” here.
IMO - this P data is going to be real good and those who were strong enough to hold and buy in at this blue light special will be significantly rewarded.
Think about this. Say IPIX has a deal just about inked for OM. However, BP could possibly be strong holding for a gift deal due to weakness. (I don’t believe this to be true, but roll with it)
If P results match Otezla which I believe we surpass, this company just became that much stronger. Now IPIX has a guaranteed blockbuster and a whole new audience to pick that drug up and will in turn make all other parts and drugs of IPIX that much stronger and more valuable. So I can see why the “activity” has been so dominant since end of q4 into the new year.
Because there is zero reason to hype this stock anymore. A deal is done. Mark it. Live and learn. If you are dumb enough to sell and do not believe....bye Felicia. The loyal longs will make enormous returns,
There is no reason for Leo to say anything to us. He is busy with BP now.
The delay in P is because they are on the 3rd time of assessing the data. It is too good to believe imo. There is no way the cro is releasing this type of results without triple checking. IMO.
See ya soon
Agree. I was wondering why facts expressing the BOM and it’s competition in the bay street article was not stickies while that s3 garbage was. Crazy
That was a great article on Bay Street yesterday. Wow. Very informative with data. I really think IPIX is the front runner for OM based on what I read.
Agree. This stock price is deflated beyond Prurisol. The share price basically resembles Dr Menon and Arts value to the company. It resembles having zero drugs at this point. Maybe just an idea of Prurisol
Once the market wakes up and we hit mainstream press we should catch up quickly to true value. IMO. Just need that first validation with a couple mil in the bank. I know for a fact mgmt is working several deals.
Have you seen the news today regarding Allergan and that psoriasis drug?
https://endpts.com/allergans-639m-vitae-buyout-is-a-bust-rd-writes-off-the-il-17-drug-as-a-complete-loss/
Wow! IPIX has 3 platforms with several multiblockbuster potentials and the safety profiles are unreal to date. Tick toc. Your glory will not last long............
“Business Development” mode is the term I’ve seen from IPIX in emails to several shareholders. I’d take that as working deals and setting up for the future. Clinical trials and product development is not in the picture right now, I truly believe we are near an OM deal as you said, but possibly not until P results because that could change the whole landscape overnight.
Exciting times. But patience is needed.
I’ve also seen emails that stress the excitement from BPs since the OM results. Specifically during the San Fran conference. Reading between the lines in these emails, I’d say there are multiple parties involved. We may see a joint deal for regions. A day closer
Agreed. Prurisol will change the entire future of IPIX!!! ATLEAST I hope.
IPIX is in full business development mode. That means deals are number 1 in their eyes.
An oral psoriasis drug with an EXTREME safety profile that delivers a 30% PASI 75 is an overnight blockbuster. I bet we do not see any deal until we have p results. That can change the make up of IPIX overnight and give Leo a huge bargaining chip for B and K. I mean huge!
We wait for p data.
Why does IPIX have news on iHub? Is the pump by these crooks ready to start?
No one is dying young here! Actually IPIX is growing at an incredible rate.
“and now it is on its deathbed”
That is what you are trying to condition this audience to believe.
Over and over and over.
This company is moving forward at a pace most can’t see. I and many others see it and when mr market finally sees it it will be a little late to make those 100x gains for most. Maybe just 20x ;)
Keep up the work.
But I always appreciate your posts. There was an email from Leo to someone here...possibly cabel. The interim may have been in play I’d recruitment was on par with expectations. However the trial was extremely slow to recruit due to competing psoriasis trials. IPIX opened up a significant number of new sites very late in the trial which substantially sped up the trial towards the end where there was then discussions with someone and IPIX suggesting to not go thru with interim as it would cause bias and jeopardize the integrity of the trial. So to summarize. I think we may have had interim. If the trial was on schedule with recruitment. But it lagged big time to a point where they added over 20 additional sites at the end
A little more complicated than that. Sorry.
65% PASI 75. In a 10 billion annual market. I’d say Prurisol could take a third of that market if we see that signal. Good luck.
Or we just mark a lil better than Otezla at 30% PASI 75 with quicker efficacy and much safer profile. So I’d think we could top 1 Billion with that annually. Every Billion is just under 5 bucks fully diluted.
X7-10 multiplier. That’s just for psoriasis. Okay. By. Me.
B-OM will be over a Billion too. I bet
A leading international drug manufacturer has been engaged with to bulk produce commercial-quality Brilacidin, aimed at lowering patient drug cost and anticipating future drug needs in preparation for expedient market introduction. This critical step also proactively facilitates future patient and insurance reimbursement adoption through favorable cost savings;
The above was from a PR on Jan 29th
This company for the most part is dead on. When Leo says the are the leader....they are the leader. When he says that the OM market is many multiples the current MC ...I believe we are EXTREMELY undervalued and will be worth that one day times 10.
My fellow IPIX shareholders,
As we await the unblinding of the Prurisol clinical trial, I am very pleased to inform everyone that we have taken the next step in development of our Brilacidin franchise by contracting the specialty chemical experts at Evonik. As measured by our interaction with pharmaceutical companies here and abroad, we believe that there is momentum building behind Brilacidin, particularly on the strength of our latest results in the Phase 2 trial for oral mucositis in head and neck cancer patients receiving chemoradiation. The conversations with companies, as well as with radiation oncologists and others close to patients, reinforce our conviction that the market for oral mucositis is many times our market capitalization. We’re thrilled to be working with Evonik to move Brilacidin forward as expeditiously as possible.
Best wishes,
Innovation Pharmaceuticals
There was to sharehokders
I mean. Today Leo said they are waiting for data. I think we can take that to the bank. Not sure why you keep saying it failed. I think we could see some unreal data and that’s the hold up. Triple checking the data the CRO is. They are like woah woah this can’t be right...a pill resulting in 84% PASI 75. That can’t be.
Maybe they are waiting on P data? Maybe the just accepted the 23rd CDA and want to see what Company 23 has to offer?
Read my post that documented 3 years of talks with 4 competing BPs in a recent deal. It took 3 years to raise the buyout over a 100 dollars per share.
We have 20ish companies interested.
I know you want to play that card constantly but this is the real world bub. What is happening is a value based on the drugs reach and potential. Taking current deals and comparing is part of it.
Because the market pegs a SP has no relation to value that will be paid. This an otc stock, which are known for manipulation and no institutional holders to allow a true value.
The BPs and parties Leo are speaking to have full interest to all IPIX to succeed and want to share in the success of our drugs. A partnership will come with huge milestones imo. Let IPIX show it works and give them strength in finances to get there. That fattens BPs pockets
Really good - never gets old. The pipeline is great. BP will pay.
Another day closer
Lol. I like to party too sometimes.
I just found that sec doc fascinating for that company showing step by step for 3 years. Even documenting having dinner in Rosemont IL etc...so detailed on how negotiations just kept going higher and higher and higher with more interested parties. Company A company B company C and Novartis.
I’m hoping for IPIX the same has been happening and pray we see a doc just like that and can drop it on all fudsters and their posts for the past years and give a huge HAHAHAHAAAAAAAAAAA! While they have been saying “Der Leo” well Leo has been speaking with a half dozen BPs just upppppping the price for years!
It’s almost our time to shine. Patience.
In 2016 the share price was around 17 dollars. Man o Man - if you have the goods and are patient. BOOM - big things can happen.
IPIX's pipeline trumps theirs by multiples. IMO... We just need K Oral to prove out and this thing will not be contained.
Here is an updated article about the timeline I posted about for a good example.
https://endpts.com/after-fruitless-talks-a-bid-from-vas-and-plenty-of-patience-avexis-ceo-sean-nolan-slowly-reeled-in-an-8-7b-deal/
Sometimes, it pays to be patient.
Your right about the rah-rah. No need. We go off results. So far they are good to excellent. Waiting on number 8 to keep that .1000 batting avg.
There are 100’s upon 100’s of examples of disconnected share prices and actual value in biotech over the decades. I believe IPIX will have that watershed moment in the near future and be re-evaluated by Mr Market. Bears have been in control for years here. It’s time for a BULL cycle imo
Brilliant comparison. :).
When the deal is announced and they document the steps taken like the example I provided earlier in the week these posters will have fool stamped on their heads. Years of constant communication and we are almost there if not already there. We shall find out soon enough.
Here is the update. We doo not have data. When we do. You will know
Leo has a score to settle. I’m proud of his silence. He’s probably chained himself to the wall. He will blow all you out the water. Soon
Haha! U nervous
We should hear about the reformulation partner soon.
Agree with your statement. The majority is supply vs demand. However, for IPIX I can only say that I have had issues several times buying shares. I’ve continued to see the share price below the Bid and the ask below that... that is just weird to me.
Also, and no offense, but to see the message boards light up with the kinds of posters like you see here every day is a big statement imo. The laws of the living: it does not jive to spend so much time and effort on something if one has no stake.
I have a stake and post because I have a lot of money invested here and want to support my investment.
Lastly, just read the Mako bs articles on seekingalpha. Those were earful and pure lies which IPIX proved in the court of law. His disclaimer said we are short. Therefore there is massive manipulation here. ATLEAST I believe that.
I think IPIX will post its first partner in the very near future and we will see a massive cover. I believe as I’ve communicated with IPIX that the plan is a big one and Leo’s personality will shine that he loves his shareholders and wants to crush the manipulators.
I’ll be watching and will continue to pump cash into this to support my investment.
For all my longs. We must continue to support this. There is nothing wrong and the company has never been in a stronger position.
It’s just manipulated imo. True value will be unlocked after IPIX finalizes and announces their first deal. After that we should close the gap on the extreme disconnect
Valuation and current share price: To put it simply, there is a large disconnect in the share price and the value of our company. This is nothing new in the biotech world and especially regarding pre-revenue biotech’s. When asked if the share price can affect the late stage negotiations for possible license agreements and partnerships it is unlikely for us because of the crowded room of interested parties. There is already a set value that has been discussed many months if not years ago. That value has been the anchor and set by clinical data and market space. From that bar, the increasing interest has only grew and further discussions with new parties have set that bar higher due to demand. The question we ask is if the interested party aligns with our goals and visions.
That’s what I say ;)
BINGO. I had this exact discussion today.
Try 6 plus years :). I’ll grab 30k more tomorrow. Actually the ole lady will
Dead on C. The noise is sometimes overwhelming and the red people see in their accounts always tugs it tighter. But imo that is what is trying to be achieved.
100% trial success
Double digit CDAs
Multiple blockbuster drug potential
That’s all I need to know.
Gonna go for a jog and breathe the fresh air!
Agree. That’s why for many of us longs who keep buying and do not flip....we are not really stressed about the bottom. Our online account looks like shit but when the day of reckoning occurs.....boom! No stress trying to get back in on a $5 gap,
Good luck TD