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They have been adding shares!
Kips bay!
What?!! Runnd88 said they have been selling.... no wonder he couldn’t provide a link
Thanks for keeping it real here! Awesome post!
Biotechs are an easy target because most trials fail.
Unfortunately it’s just part of the the process. Preclinical comes before human trials.
He never provided a link to me about efficacy analysis
Again please provide a link showing an efficacy analysis? Lol!
Agreed! Great post
Again how does an interim analysis for efficacy help the situation? Again I know how the game is being played if the efficacy was done it would’ve been panned as too small to draw any conclusions I think Leo is right not doing an interim for efficacy.
No offense but could you provide a link. “ I'm remembering something ”
Efficacy analysis are helpful for patient safety in large long studies but not necessarily helpful in small studies.
The question really is are interim analysis for short relatively small trials normal. We know that ipix had to do a interim analysis for safety but why would we need a efficacy analysis?
Awesome post!
No I understand what you were trying to say.... that B is inferior to rem by only comparing the antiviral properties.
Maybe you haven’t read biodocs last post.
“ Brilacidin has anti-viral, anti-bacterial, anti-inflammatory and immunomodulatory activity. We have some sense for the anti-viral and anti-bacterial potency but the anti-inflammatory and immunomodulatory properties have been demonstrated in the lab not yet for Covid.
Brilacidin's anti-viral properties may be most important 1) early in the disease process when viral loads are highest or 2) in severely ill patients where the virus seems to linger. Brilacidin's anti-inflammatory and immunomodulatory properties may prove beneficial further in the disease process to limit inflammation and allow for some degree of healing. The anti-bacterial properties may be helpful with secondary bacterial infections which are common in these severely ill patients but these secondary infections are also well covered by existing antibiotics.
Much of the conversation is focused on Brilacidin's anti-viral potency which I believe is only part of the story. Yes, the body has to eliminate the virus and this is why anti-virals have been considered front-line for Covid. However, for patients to get better we need to limit/reverse the tissue damage caused by inflammation, especially in the lungs. Dexamethasone, a potent steroid, has been our best weapon so far and this only provides modest benefit for patients who require supplemental oxygen.
Brilacidins different properties are well demonstrated in the lab. If we talked about what was desirable in a Covid therapeutic I think most scientists would agree that Brilacidin checks off a lot of the different boxes. We don't yet know if this will translate to a meaningful therapeutic benefit.”
It’s more about the anti inflammatory properties and micro environments.
https://medicalxpress.com/news/2020-12-potential-cancer-therapy-boost-immune.html
Biodoc what do you think about using B in combination with immunotherapies for treating cancer? I know they are desperate to get more patients responding to immunotherapy.
Lol! Just look what’s happening in India! They have a few more people they we do.
Great post! We will know soon enough
Investments can be both financially or time( time is money). Someone who says they aren’t invested financially yet spend hundreds if not thousands of hours “researching “ and giving their thoughts and opinions are invested heavily.
Thanks biodoc! Awesome post!
Anyone suggesting the intermin analysis was about efficacy should provide a link proving there point.
“ Everyone” was this individual a part of the company or fda? Who is everyone and what is there role?
Of course as we move from preclinical to phase 2 only the next results count yet it’s silly to say the select index doesn’t matter. It’s one of the reasons we are at this point. The selective index is the result of preclinical safety and efficacy results. Is it bulletproof.....of course not but it is a useful predictive indicator.
They are working on a subcutaneous delivery for keytruda to extend the patent but if we have great results I wouldn’t be opposed to being acquired by them.
Maybe their ceo should be fired for this acquisition and bring such disgrace to the company.
I have seen large pharma pay crazy prices for companies that made no sense. My brother worked for a European pharmaceutical that got acquired for $30b with sales of $2.3b. Very little value in the pipeline but it appeared to augment a lagging pharma group that the analysts were concerned about. Lol!
Keytruda is what is driving a lot of their market cap do you know of any revenue generated by the “pipeline” they acquired?
Sorry didn’t look at message
Um.... not sure what your talking about. He said he thought it was revealing that ipix didn’t mention the conference was virtual
Really? A $10b pipeline? I don’t think it was worth that much. Lol!
Again why did Dapto get bought out for $10b? Do you think that may have influenced the decision to proceed with the phase 2? And as I remember the cost for the phase 3 was going to be around $50m. I think Leo made the right call on putting that phase 3 on hold. What do you think of the ceo who paid $10b for a drug that was losing patent protection. Makes Leo look pretty smart.
Yet with all that being said they sold the company for $10b
But Dapto is generic
PLEASE SHOW WHERE EFFICACY WAS EVER A PART OF THE INTERMIN.
“ a "planned interim analysis" that the review to be conducted would be limited to safety” So you have assumed that the interim analysis would include efficacy.... seems like your assumption is your problem.
I think biodoc answered your question pretty succinctly. Parsing words is your forte but I am afraid it’s just not a worthwhile exercise.