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Standing slow clap BK.
I’m not saying IPIX is the best company in the world with the best pipeline...etc...but I would like a good comparison one day. And to date I have not found one for our MC
Like BK said - this is not a good example or comparison. This company is a difersified bank of product/licenses - it is not the creator of blockbuster drugs, they partner and license and the majority of their licenses are under 1% of sales if sales exceed 25 million - so as BK said this company actually makes very little money in comparison to what IPIX could potentially be making.
I am not dogging them at all as it's a very unique BIO - it says it in it's caption on the webiste:
Interesting. Thank you. I almost forgot that nugget. Do you recall what indication for B had to be approved? Was it absssi or was it just a general introduction to market? Meaning any indication.
I think sites and human factor is the key here and is impossible to give an estimate. Thx for the estimate but 34 sites is the key here. A lot of data from a lot of places.
It will be interesting to see the results.
If I threw 100K at this right now. I wonder how many dimes this would go up. That’s almost 200k shares
This is tight
JP. These people just want to spread fear and uncertainty. They have created this “thought” or feeling in so many ways that IPIX is in trouble....spreading that across several boards.
Know what you own. Go reread the past year of PRs. It all makes perfect sense what is going on and that my friend is the truth.
Here are my top knowledge bombs;
- bio takes a long time. Day to day and even year to year should not be looked at in share price for value. Stick with the trials and the pipeline.
- the pipeline needs to be in the UNMET need area for the best bang. Study the competition.
- watch funding and dilution (for IPIX. I have not seen a company in my history to go through 8 clinical trials, hire a decent Pres - and buy another bio that once had a 250 plus MC and only increase the shares by about 50 plus million.)
This company is primed for GREAT THINGS!!!!
Business. You do that to express to the open market that there is a line. Get in line. Don’t waste our time, but we will hear everyone’s offer in order and discuss and come back to all with highest offer and say...anyone else!?
That’s how this works. A line of 20 - going thru it takes time.
There will be an accepted offer - for all? For a single indication? Etc.... no one but mgmt know.
We will find out when it happens.
That explains the tight lip PR train. It can continue for a while. IMO.
No leaks Rdunn88
Great idea TIAB. Let’s have mgmt throw it out there some best guesses in the trial success based on some patient reports and the very little data the CRO passes along on safety.
This just in! March 28th. Beverly MA
IPIX thinks the trial was great! IPIX the company is pleased to announce they had a couple patient reports say their skin felt much more slippery and hydrated at some point in the trial. They also were told there were very few AE’s. “We are just so pleased that a patient reported they felt like they were riding a slip and slide at all times during the dosing cycle. A slip and slide is a fun time and beats feeling like your rolling on sand paper!” Leo Elrich CEO of IPIX stated.
Oh and then they get data and it was not good and they get lawsuits ——
Great thinking. Report the very little info they have.
Bahahaaaa. You are working too hard
I have a gut feeling Leo tapped Aspire for the last time a couple weeks ago.
If we get the news I’m hoping for, this is going to squeeze!
I have no problem with having a disagreement and talking it out. As other posters have stated you may want to do a little more DD here. I am more likely going to be wrong, but I hang my hat on a 20 plus shareprice in the next 12-18 months on a MEGA B DEAL.
As I have gotten to know the company and the Officers and their style in regards of PR and MGMT and vision I have become EXTREMELY one-sided that a MEGA B DEAL is in the works. I will back that up by stating they are very accurate in what they have told shareholders over time and yes there are delays and yes there are lateral movements that are always needed as everyone has to sidestep and make adjustments on the fly, but overall the big picture they are dead on. If you reread many of the PR's in the past year or two you can see they had their vision set. The vision has been to stay nimble and make sure each step is a light footed step as they build value long term. They could have easily put all eggs in one ABSSSI basket to move to phase 3 but we would be probably just ending it this past year and have no other movement.
Instead they go with Dr. B's "ANCHORING" philosophy and finish several smaller trials that were done for more of a PoC type feel all the while validating earlier trials in regards to Brilacidin. So now...they have an enormous playing field for B. Not just Antibiotic...but the entire IBD field is in play now, and ontop of that the anti-inflamatory OM is gonna be a blockbuster and we are first in line and now they are reformulating or atleast working with CDA interested parties to show them if they work with us we have more DERMATOLOGY indications with B too...
You cannot deny and no one here can that Brilacidin could be a multiple blockbuster within a blockbuster.
It takes one VALIDATION from BP or a 3rd Party to start the domino effect or snowball effect. If they get that and get this thing moving, there is just too much packed in to stop it.
And then we can maybe move to Prurisol :)
And then we can maybe discuss Kevetrin if we successfully reformulate to ORAL!
If Kevetrin Oral is a success, no one here will be able to understand the value that drug will bring if it does what it is supposed to do. Gene P53 is the "Guardian Angel" of the human geome... ENOUGH SAID.
We will see who is right and who is wrong in the end. I keep buying and do not worry about the day to day - week to week - month to month price ---- I just keep adding as evertything in MY OPINION is exactly as they have said and nothing has failed. FAILED - meaning the drug does not work and is toxic.
All drugs do what they have said they will do, but a couple do need reformulation for optical dosing. That is part of BIO. Atleast IPIX has a TON of drugs in a TON of indications.
Good luck.
JAZZ?
Year-Price
08- $9
09- $.55
10- $10
11- $31
12-$51
13-$58
14-$134
15-$178
16-$150
17-$159
So going from 4.50 to .54 has happened before and I expect that per Leo and Dr B, we are near our WATERSHED or INFLECTION point and will follow suit to above. I expect to see 20-30 dollars a share price in the up coming year. And then move to 50-70 etc....
Multiple blockbusters here and multiple blockbusters within those blockbusters. IMO.
I wish this was shorted 50% :) every day. The news wire will be rocking soon. Let’s mentally prepare for it.
MLB about to start. See you in the plsyoffs
I’m excited. Who knows what is to come, but I know that .53 is not even a fraction of what b-OM is worth ALONE. So even if Prurisol makes people grow a third leg....it won’t matter in the end.
But I’m optimistic P delivers some awesome results!
It was because of slow recruitment. They released that reasoning that psoriasis trials are very competitive right now. So slow recruitment really amped up as they added 34 sites to make this move. They then had to many cohorts in progress to release interim data which could jeopardize the trial and make IPIX add additional patients which would have delayed the trial and added much more cost.
It’s real life here and BP is involved to help navigate. IPIX is making the right moves.
If this does. And there are no failed trials I will buy 15K more at .30 and more
Thx boss!
Those extra 15K shares at.50 and below are going to be so nice in the next few years! Hold tight. Never let go of IPIX. Sell when Leo sells.
11.4 billion bid on deck baby
Learn what? For me it’s the end game. I don’t trade. I just buy this company and support it because in the end I believe their products are worth the big B in multiples.
When Leo sells I will sell...but most likely it will all take care of itself and I won’t have to sell a thing. Only 6 years in...4 more to go until I even think of putting some stock up for sale.
Yes, it was a 2 cohort dose escalation. The trial was extremely difficult to recruit and I recall a phenomenal post by an intelligent investor here that explained why and I’ll have to go back and look for that unless someone has it on hand! Thx.
The trial was moving slow and the primary was to validate p53 modulation within the tumor via biopsy etc... well they saw it and that was it. Our explanation from mgmt: we saw we conquered and need to focus on Oral and asap! No more money to waste on that trial is what I came away with.
I sent an email to IPIX about a better explanation. I think we will understand shortly in more detail.
I see 7-0. No debate their.
Kevetrin was a success. They clearly saw the primary of modulation with in the tumor. There is proof on their website. They just needed to see it happen not once but twice. Cut the trial to save expenses and move to Oral and BOOM! If they can move to Oral it will be the most sought after drug n the history of cancer research. IMO.
So is IPIX: 7 and 0 for successful clinical trials. Amazing. Prurisol phase 2b up next....can they go 8-0!?!???
How’s that test? Lol
Protagonist cans ulcerative colitis trial after flunking interim review
https://www.fiercebiotech.com/biotech/protagonist-cans-ulcerative-colitis-trial-after-flunking-interim-review
Thank you! I was hoping you would bite on that phase 4 trial and give your insight.
Your # 1 on the top is the only thing I can argue with. All other points are debatable and worthy of your opinion.
The # 1 —- honestly if they don’t have data which they have publicly stated they don’t and the trial is blind...that whole statement is not worthy of our topic.
But good response otherwise.
I found one phase 4 study for ONLY MODERATE. I could not find any "MILD to MODERATE" trials. The problem with this example is that it is the 30mg twice a day dose that Otezla is famous for. Out of the 85 plus trials, they came up with that dose because it was most efficacious. So that throws everything out the window in comparison because Prurisol is not at the ideal dose --- all we have to hang our hats on is that 200mg looked much better than 50mg and 100mg. So now we move to 300mg and 400mg knowing that Prurisol is safe into the 600mg range I believe.
I have to go to work now so have fun looking at these results for just MODERATE and IGA scale.
https://clinicaltrials.gov/ct2/show/results/NCT02425826?term=Apremilast&draw=2&rank=9§=X90156
Bullshit. Mgmt is beyond your intelligence level. They see much more than you have ever seen.
When they say that you can argue that P phase 2a is comparable to Otezla at the same clinical juncture...I believe them 100%. They cannot lie and if they did...it would be trouble.
Their phase 2a was an extremely stringent trial design. Most likely much more difficult than Otezla.
I’ll make it a point today to look at Otezlas trials and efficacy on MILD to MODERATE at very low doses using the IGA scale also using- much lower than the ideal dosage that they moved to phase 2b and phase 3. Because that is what Prurisols phase 2a was.
We already know P is a safer drug.
Maybe 400mg for P proves to be the best and maybe mgmt move to 500mg. We will find out.
Let’s see what I find about low doses of Otezla treating mild and moderate
If we succeed I will follow each and post on whatever board they move to and give daily examples of their past BS posts and link the success of IPIX. I will not stop until they create a new identity. But IMO. They will just disappear. Because the job they were paid to do is no longer an option.
I mean at the point this succeeds I’ll have a ton of spare time in retirement. ;)
Again. Phase 2a showed a good dose escalation signal at 200mg. The data was comparable to Otezla as mgmt advised. Why not go to 300 and 400 mg in a phase 2b when phase 2a small sample size at 200 showed promise.
The fact is....we all have no clue on results. They could easily fail, but they could also produce biologic type results! We don’t know. Mgmt will know shortly after the data is unblinded. And then! They will let us know.
Your number 1 reason: Please explain why you feel it failed more than likely?
An answer like: phase 2s are the most daunting and hold the highest percentage of failure across all phases would suffice. That is the only reasoning I can honestly think of.
Let me know.
I really hope for a mega B partnership. Major cash upfront, and major milestones for B-absssi phase 3 and to market, b-OM phase 3 and to market, B IBD reformulation and trial progression and a bonus payments for first dibs on all derma indications all totaling possible hundreds of millions and double digit royalty’s.
It will be a multi blockbuster.
I don’t think so. But why would a pos site like Seeking Alpha have an effect with hidden authors like Mako?
For IPIX. Let the science play out. We have not failed one trial to date. Is there more work to be done. Absolutely. But so far so good. Let’s hope Prurisol comes in with pocket aces and needs no work ;)
Let’s shoot for 30% PASI 75. If so. We know we are in the blockbuster camp. 100%
I’ve read some articles in the past that companies like Novartis have hired off shore hedge funds to spread libel and cause pressure on the biotech it was attempting to buy. I’ll have to go search for that and post it. There may be others but I know Novartis was the article I read.
Excellent. A nice 20-50 million upfront deal with 2-300 million in milestones for OM will trigger something much more epic here. Let’s hope Leo can get even more ;)
That’s just for OM of course.
CRO obligations? Do they dissect the data or are they simply there to oversee the sites on collection?
Tia
Quiet is right. My opinion on last weeks PR. Aspire needed some breathing space to get some shares out. And IPIX needed a place to put in writing P data was a little delayed. And also to set everyone straight that P data is in fact still blinded.
Otherwise IPIX has only released 5 PRs all year. In my mind they are really busy and being extremely careful on communications to shareholders. What does that mean? We all will find out soon enough.
My bet is obviously that a deal is to be done. ;)
Good thoughts. My own opinion, is IPIX is working hard on several negotiations as stated in the recent PRs. (Formulation and manufacturing) In regards to an actual partnership or buyout...I don’t know because there are too many ways this can go. B-OM is the most clear cut money maker and the least risk for BP....plus Leo has publicly stated they are to a point in negotiations that term sheets are being passed around.
However, more interested parties are now involved so they may have stepped back to work with other parties and all that takes time.
IMO. We are closer than ever to a partnership and infusion of millions of dollars.
Alright. Leo. Feel free to drop a bomb on Monday! I’m good for another month. Locked up another 12K this week.
Thx. I’ll take half I guess ;)
I’m not in front of L2. Was wondering how many shares on ask .51
How? It’s blinded. How would we know the 400mg small sample could be at 50-60% PASI 75?
Can you tell me what’s on the ask?