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I think it will be tough to finalize a collaboration here. It's not as simple as IPIX having a stellar drug - a single drug. We have 3 potential blockbusters and in multiple indications. I was thinking last night, maybe it would be sweet to partner K first and use the money to have IPIX fund a major phase 3 for Prurisol. Idk. I go back and forth every week which way would be strategically beneficial but who am I. Lol. I don't have the info they do. I trust them.
B-OM will officially be done this coming week. Now we wait for numbers to be crunched.
Have a great weekend!
From a business stance, I think Celegene is not a fan of IPIX. Prurisol really could put a dent in the billions that Otezla is making. If that post nerby shared is accurate and if Georgiis numbers are close - p would command major market share in a couple years. That's putting the cart way before the horse though. Let's see that phase 2b data in January first.
Great post! Thanks.
If that comes true...then P is sitting cozy with the biologics. I hope you are right. Let's just hope for 34% PASI 75. At that point we just matched and outperformed Otezla.
And poor celgene at that point ;p
Let's throw that market cap loss right into IPIX tomorrow;).
It's fascinating how volatile biotech is.
Celegene paid 710m for a drug. The company loses over 7 billion in market cap value.
LIKE.....
I'll keep adding until a partnership and then sit back and relax. We know we have several CDAs and we know mgmt has had high level meetings with this BPs. So imo. Now we wait for results If they bomb then I keep adding until one of the several indications pan out. But hey! That's me. We all have agendas here and mine is long and strong and support a company I believe in.
I think their best results were a sort of something like reduces OM reduces duration of up to 60% but specifics were given in that reduction whereas the 40% range was proven.
Again I can't recall bc I researched several OM companies over the past 2 weeks.
Let's get real here...everyone: the story we need to tell; is we are undervalued. Severely undervalued.
We are unknown to the world. We have had a minimal staff. Extremely short handed in retrospect to how far they have come and plowed through.
There are no institutional investors here. We are here on iHub reading and writing about IPIX. There are several entities that have published slanderous articles in the past 3 years that reach the current audience more than real PRs (it's the world we live now).
The real story will be told and institutions will hear and they will echo that story to a whole new audience.
IPIX has done nothing wrong. They have done tremendous work while lacking resources. God bless and pray for the story to be told.
MAJOR DIFFERENCE BETWEEN PR's:
Oct 2nd PR:
"...today announces that the last patient has completed study treatment in the Company’s Phase 2 clinical trial of Brilacidin for the prevention and treatment of severe Oral Mucositis (OM) in patients undergoing chemoradiation for Head and Neck Cancer. A total of 61 patients were enrolled in the double-blinded study."
Oct 18th PR:
"...is pleased to report that all patients participating in the Phase 2 trial of Brilacidin-OM for the prevention and treatment of Oral Mucositis (OM) in Head and Neck Cancer (HNC) patients have completed therapy and the last patient post-treatment follow-up examination is scheduled for next week."
For beginners the difference between these statements is clear. I was very curious about the Oct 2nd PR and actually reached out to the company because I was confused if that meant the trial was completed and the additional 4 weeks of follow-up was part of that statement: " completed study treatment " So now today made it crystal clear that "...patients have completed therapy and the last patient post-treatment follow-up examination is scheduled for next week."
Now we officially know that dosing was completed and reported on the OCT 2nd PR and the company now informed us that the FINAL patient is to recieve their last follow-up visit via the 4 additional week protocol next week - CLOSING the trial. The PR also states the "...Company will focus on the process of concluding the study, including closing clinical sites and aggregating and analyzing data. Innovation Pharmaceuticals anticipates reporting topline results later this quarter."
The PR also goes into much more detail on the OM market and emphasizes the fact there is no approved PREVENTATIVE drug.
LEO - thank you for the clarification on the study follow-up end.
TIC TOC - this trial will hopefully return 70-90% SOM preventive rates. Which will be the best results this world has ever seen in trial results. I have done extensive research over the last week and I have seen nothing even close to that number. If those numbers come in...we will be granted BreakThrough designation and I believe that will be a milestone payment for a deal that WILL be inked shortly after the results are published publicly.
GET READY FRIENDS/LONGS!!!! We are in for an exciting end of year and 2018!!!!!!!!!!!!!!!!!!
Hopefully he can air it out after the trial is over and results are given. I'm sure in a shareholder meeting or somewhere it will be answered. My perception of this company is they are truly good people and have a purpose to help this world. I think there are so many things going on beyond what we see or read here and Leo is under the gun to be very careful what this company releases or says at this point. I feel terms sheets are a weekly occurrence and iPIX is entertaining all prospective partners. The data reveal of 3 major phase 2 trials will change this company forever. IMO.
After my vacation in February we shall see just how well these trials performed. I'm hoping for a trifecta:
B-OM sticks an 80% prevention rate of SOM
Prurisol lays a 37% Pasi 75 (hoping for over 40%)
Kevetrin does exactly what BP designed the trial to show
Now imagine the above if it comes true. I don't care about share price estimates...but you have to admit, if all 3 become a reality...this company just became extremely valuable.
I'll talk to you in Feb
Kevetrin will be back in the drivers seat in under 2 months IMO. We shall receive a nugget of data from that trial prior to Christmas break in mid December IMO.
I just cross everything I have that the data is exactly what these future PARTNERS want to see!
Let's go!!
Do not forget about Kevetrin. Please
J&J scrapped a couple phase 3 drugs - one for RA and one for AML.
The pressure is on for them to fill an empty pipeline.
http://www.fiercebiotech.com/biotech/johnson-johnson-drops-sirukumab-after-fda-blow-cans-phase-3-aml-trial
Read the last two paragraphs. Investors will need a show! IPIX has a few
I think anything under 200 mg was not clinically meaningful. 200 was the highest dose in phase 2a. Those stats were very meaningful and are comparable if not better than Otezla. Per the company.
So now we go to what dosage.? I forgot. 300 and 400?
I think we will crush it
I hope that is what Leo is doing.
As they publicly stated. P results for phase 2a are comparable to Otezla at the same phase. Now we optimized dosing. We should crush it imo. And preclinical psoriasis is much more straight forward and predictable per the community. I think P is a shoe in to match Otezla.
Why the bad feeling? Just a gut
This is more fun. Are you entertained? Leo will ensure you are!!!!
I just got a text? News?
As the article states, the best scenario a bio can have when trying to partner is having "MULTIPLE" parties interested. That is the value driver.
So we know we have multiple CDA's signed for our drugs and people may ask....why no deal?
Well...IMO...IPIX is confident with their drugs and what they have seen in the lab. Value will be created if the data is good and there are multiple BP's interested. Something may get done quickly as the article states if there is competition.
We will have to wait and see once all these data sets are released over the next couple months.
Again, thanks for sharing.
Is this FUNNY?
"Elsewhere, when we mentioned the bioavailability achieved in oral Kevetrin to scientists at our previous Phase 1 clinical site (DF), they commented that it could represent a significant improvement to lengthy or frequent intravenous infusions and urged us to select them as a site for future Kevetrin trials. That is very encouraging, as they are some of the most respected and experienced investigators in the world,” commented Leo Ehrlich,"
Sorry, maybe begged was the wrong term. "URGED" was the correct term...
http://www.ipharminc.com/press-release/2017/2/10/cellceutix-announces-initiation-of-main-clinical-site-for-phase-2a-trial-of-p53-drug-candidate-kevetrin-in-the-treatment-of-platinum-resistantrefractory-ovarian-cancer
Actually DF is begging IPIX to come back once the Oral K is ready.
Great. READ! Who remembers when Leo said they were the furthest along in high level meetings with BP than ever before in the history of IPIX or CTIX at that time. It had to be a year ago or maybe early in 2017.
That read makes a lot of sense. The numbers are great too about CDAs. Out of 500 companies only like 59 get to CDA. We have several!!!! Competition is the value driver. Hopefully Art is the man dealing here. Very calm.
That article literally got me pumped. Thanks.
I agree with your post. That is why I started discussions this weekend on competition for B-OM. There are many sides to every story and it is truly ignorant to only see one.
I will say; that the company has not responded to me for some time now and that is unusual. I have a feeling they are extremely busy and the tension between all of their CDA's and potential partners have them sitting with a heavy lid on any communication. As Leo has been saying all year. 2017's focus is on partnerships and he knew they would have the phase 2 data sets to achieve that goal.
I recommend everyone look at SOX's sticky post on trial progression. For all the people that post FUD here, that is as clear it can be on how lean and mean this company is. To move along that many trials in 5 years and only add 40-50 million in OS is very respectable.
Note - in 2012 there was zero cash on hand, no financial agreements and the stock price was higher than it was today with the K phase 1 just starting and the only human clinical trial.
GO IPIX
Great quote from a recent deal today:
Big Pharma’s retreat from antibiotic drug discovery has potentially contributed to the slump in output. Roche bucked the trend by re-entering the field a few years back, striking a string of deals with biotechs forging ahead in the then-unfashionable sector.
In parallel, perceptions of the potential of the field among the people who perform and fund some early-stage research have started to shift.
“I think there's increasing recognition in the biotech sector and [among] people who invest in biotech companies that innovation in this field is so badly needed from a global medical perspective that it becomes a potentially interesting area in which to invest,” Reid said.
Today's article here:
http://www.fiercebiotech.com/biotech/roche-taps-warp-drive-to-discover-novel-antibiotic-classes-387m-pact
IPIX time will come. They just need to keep the trials rolling and that is exactly what they are doing. Take a look at Sox's stickied post. It should be easy on the eyes to see the progress since 2012. Very promising for shareholders.
Here is another article that relates to IPIX also. It shows the NEED for AI drugs and specifically the indication hidradenitis suppurativa in which IPIX will be testing soon. This article references another drug that is administered via injection. IPIX should be able to demand a large market once approved via oral or topical.
http://www.fiercebiotech.com/biotech/inflarx-snags-55m-for-inflammatory-autoimmune-trials
Your family should do very well over the upcoming years here.
If we get news on Oral Kevetrin and it's good on top of a good phase 2 for Ovarian, this could be the biggest catalyst this company will ever have to be honest. To date.
If P phase 2b beats Otezla or is comparable...that will be very big.
Which will come first?
https://static01.nyt.com/images/2016/05/15/magazine/15oncologist3/15oncologist3-superJumbo-v4.jpg
EXCELLENT TIMETABLE. VERY READABLE. Thanks
Thanks and agree. I think I read Dr Sonis is and advisor for them. I'll have to double check. But again...I love IPIX and believe B will be top dog, however it is ignorant to just scream B-OM will be the leader without looking into competition.
So far I love our interim over anything I have researched.
Thanks. I've read all that. I'm just looking for data on those 110 patients.
Prevention and duration. Etc....
Thank you!!!
Final question open for comments. Can anyone find RESULTS on this phase 2? I cannot find the actual NUMBERS/DATA. All I can find is this PR from earlier this week:
http://www.businesswire.com/news/home/20171011005127/en/Izun-Pharmaceuticals-Announces-Positive-Results-Phase-2
Thanks,
Next question regarding a competitor for OM in a phase 3 trial. Can anyone tell me how this drug is administered? I have looked long enough and cannot find. I know it's a twice a week administration but is it oral? is it IV? Thanks!
http://www.soligenix.com/news/soligenix-initiates-pivotal-phase-3-clinical-trial-sgx942-dusquetide-treatment-oral-mucositis-head-neck-cancer-patients/
This trial is not about the prevention. It is about the duration and for specific oral cancers. I am just curious how the drug is administered.
Thanks,
Here is my question: Was the press release on Oct 2nd stating that the trial is 100% COMPLETE? Meaning that all PRIMARY and SECONDARY outcome timelines were met? Meaning that all 61 patients completed 11 weeks on the 2nd?
For some reason I got lost in translation thinking that there was still the additional 4 weeks on top of the 7 to be analyzed.
WOW - I am confusing myself......so if anyone wants to chime in on what exactly did this PR mean:
http://www.ipharminc.com/press-release/2017/10/2/final-patient-completes-treatment-in-innovation-pharmaceuticals-phase-2-trial-of-brilacidin-for-oral-mucositis
Sorry board. Normally I am better than this.
Thanks,
IMO - it will be a stretch for the data to be closed that final week in Oct and only give whomever crunches 1 week to release top line. I hope your right, but I know for me just get my blood work done is over a week, so I don't think they will have data until just before thanksgiving or maybe a week prior. Jmo. Either way....the data is coming and soon
Yes Sir. It's a game of lemmings that does work. Thanks
What would the chart do if P was sold for a 6 billion lump sum payment?
I'd love to know... would it stall at.80 or 1.06?
From my knowledge, the fully diluted share price is 5.44 for a billion dollar market cap.
So would that mean the share price should be around $33 just based off cash in the bank? Or would the .90's just swallow the buys?
Just curious: is legitimate huge financial news the only thing that burns charts? Or do charts never lie?
I tore apart 3 companies and their trials for b-OM earlier today. I still have more to do to make sense of all the data but it is very interesting.
There is one company that just PR'd a couple days ago they had good data but I can't find the numbers. It's a private company so maybe they don't need to release them? Idk.
If B-OM can prevent severe OM in 80% of patients that swish....I believe B could be the top dog hands down
I found a 46% prevention rate on one drug.
Keep Pounding#. Let's Go!!!
What exactly did the 8K say? I'm confused.... please explain.