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These kids do not live in the real world. Here is a fact: when you have a product and that produce gains the attention of more than one possible partner, the value increases. The more the better. So as Leo continues the march forward and signs more and more CDAs - it will only benefit us all! Well ATLEAST all of us shareholders.
One of the best is during a presentation recently. Where Leo said something like 'BP knows that we know just how valuable are drugs are worth'. That one is great!!!!
P53 has really been back in the media lately. Much more than years past. I'd say in the past 2 weeks I've read a half dozen great articles.
Keep it rolling. Leo release some data and make waves!!!!!!!!!
B-OM results are needed first. If OM is extremely successful with the same properties used for UP/UC they will partner and have the partner reformulate for up/Uc and start an oral form for crohns.
Large milestone payments for regulatory advancements. That's what I'm hearing.
Thanks frrol.
I did some research earlier today on that AILERON DRUG from the p53 article and found out that the drug was created by Dana Farber and Beth Israel and is licensed to this company for payments/fees and single digit royalties. It was picked up by the company in the early 2000's.
Here is a little more info from their 10-Q on that Aileron drug:
We have concentrated our efforts and therapeutic product research on stapled peptide technology, and our future success depends on the successful development of this technology and products based on stapled peptide technology. Neither we nor any other company has received marketing approval to market therapeutics utilizing stapled peptides. The scientific discoveries that form the basis for our efforts to discover and develop new drugs are relatively new. The scientific evidence to support the feasibility of developing drugs based on these discoveries is both preliminary and limited. Very few drug candidates based on these discoveries have ever been tested in animals, and development of an earlier stapled peptide product candidate by us was suspended following a clinical trial due to the anticipated costs of required reformulation. Peptides, the class of molecule we are trying to develop into drugs, do not naturally possess the inherent molecular properties typically required of drugs, such as the ability to be stable in the body long enough to reach the tissues in which their effects are required, nor the ability to enter cells within these tissues in order to exert their effects. We currently have only limited data to suggest that we can introduce these properties into peptides. We may spend large amounts of money trying to introduce these properties, and never succeed in doing so. In addition, our stapled peptide product candidates may not demonstrate in patients the chemical and pharmacological properties ascribed to them in laboratory studies, and they may interact with human biological systems in unforeseen, ineffective or harmful ways. As a result, we may never succeed in developing a marketable product. If we do not successfully develop and commercialize products based upon our technological approach, we will not become profitable and the value of our common stock will decline. Further, our focus on stapled peptide technology as opposed to multiple technologies increases the risks associated with the ownership of our common stock. If our approach is not successful, we may be required to change the scope and direction of our product development activities. In that case, we may not be able to successfully identify and implement an alternative product development strategy.
Moreover, our lead product candidate, ALRN-6924, reactivates p53 by disrupting the interactions between p53 and MDMX and MDM2, thereby freeing p53 to transit to its DNA target in the nucleus and initiate apoptosis in cancerous cells. We believe that ALRN-6924 is the first and only product candidate in clinical development that can bind to and disrupt the interaction of MDMX and MDM2 with p53 with equivalent effectiveness, or equipotently. Although we have evaluated ALRN-6924 in preclinical studies and are aware of published literature supporting the role of MDMX and MDM2 in reactivating WT p53 as well as clinical results for small molecule inhibitors that act to disrupt the interaction of p53 and MDM2, we believe that we are the first to clinically test a molecule that binds directly to both MDMX and MDM2. As such, the effect of binding to and simultaneously disrupting the interactions of MDMX and MDM2 with WT p53 in cancer patients has not been established in clinical trials. In addition, the role of factors other than MDMX and MDM2 in circumventing the p53 mechanism, such as HPV, is still the subject of continued research. As a result, we do not know whether the mechanism of action of ALRN-6924 will have the expected effect on all target cancer indications and whether ALRN-6924 will succeed in demonstrating the safety and efficacy needed to advance in clinical development and obtain marketing approval.
One of the P53 companies mentioned is Aileron Therapeutics.
Look at its pipeline page. Basically one drug just like Kevetrin. It just concluded it's phase 1 a couple months ago. They just did a RS - about 1/10 and the market cap is about 214 million. They have no B, they have no P and have no other human trials in action.
That is a great representation of just how undervalued we are.
One day closer!!!!
The company is doing great keeping everything tight to the vest. It truly is the best way to crush the naysayers if the data is what we hope.
It's driving me nuts a little but I get why at this point in the game. Rule 1 - don't poke the bear (BP)
Rule 2 - make as many friends as possible - the more interested the more value
Rule 3 - DO NOT JEOPARDIZE DATA INTEGRITY.
We have 4 months of data coming. Tic toc
Exactly! This trial will be very informative! FINGERS CROSSED!
Some posted an article years ago on how much ??? Pharma spent on Nutlins. However it continued to be too toxic. It was an unbelievable amount of money spent.
So far we have seen promising data from the phase 1. The downfall so far seems to be the half-life and therefore an oral Kevetrin is top priority.
It def will be interesting. 3xs a week and at so much higher doses than the majority of phase 1 dosing.
Capitalizing on a mutant p53 gene to fight pancreatic cancer - ARTICLE
http://www.fiercebiotech.com/research/capitalizing-a-mutant-p53-gene-to-fight-pancreatic-cancer
We are leaps ahead of many and safety is our middle name.....I have been reading more and more about P53 in the past months, so hopefully the TREND continues and this phase 2 Ovarian trial can make some waves and get our name out there!!!!
Daubs
MackG. Only a couple weeks away from OM data. If we get interim like data.....I think our odds for partnership is almost a gimme!!!
The blockbuster possibilities are for Prurisol, UC UP Crohns, Kevetrin and B-Absssi. IMO.
I dare you to find a company with this many blockbuster possibilities all with current phase 2-3 trials with zero failures. With a share price or market cap like IPIX has. They are few and far between. IMO.
Thank you. Great info.
I think the odds for a preclinical drug for a specific indication running the gauntlet and making it to the market is very low. I can't remember what the odds are but I think it's less than 20% and may be the 10% he speaks of. I'm not sure.
However, as new investors look at iPIX they should realize very quickly that this company has several drugs in the pipeline. One of those drugs also has several indications iPIX is testing it out on and that drug has made it to phase 3 in one. And about to possibly make phase 3 in 2 more indications.
The risk here is much much lower than the typical start up biotech - it is no one trick pony.
Kevetrin update would be nice IMO. Maybe we will get cohort 1 data soon. Jmo
I think he and team know what they are about to get. So why make waves and get people all excited. Silence is golden when you have pocket aces.
When he lays them down!!! BOOM!
ATLEAST that is what I believe.
Patience here will pay out in truckloads. I am very confident in that. I wish I could see into the future and know which route will be taken, but I am not a psychic. The next step as you say, wait for 3 phase 2 trials to conclude and for the data.
We've had plenty of sound bites from IPIX that partnership is their priority, that BP knows the value of their pipeline and that BP knows IPIX knows the true value, and we do have CDAs in place with several BPs and that IPIX is the farthest they have ever been in our history in regards to BP and negotiations/talks. All of the above is documented by IPIX.
Taking these promising drugs thru preclinical to now (for some) thru phase 2b is a tip of the cap for me. Not many biotechs can get to this point with one drug and one indication. We have 3 and 1 of those drugs has 3 indications moving thru phase 2 currently.
No one can take that away from us Sox. I will buy 5000 more shares today and again lock it up. That 5000 will go to my niece and most likely pay for her college in 20 years.
Cheers
These negotiations IMO will be extremely complicated based on the potential of IPIX's pipeline. Do you agree? I would assume it could take years and also, as Leo has stated several times, the time to ink a deal and shake hands is after phase 2. That is when a company can maximize the value for a solid partnership.
However, lets discuss my first point. Just how complicated could this first deal be? Lets pretend that BP is in love with Brilacidin for UP/UC and the future Crohns. Lets pretend that single BP - lets call them Pfizer is also now interested in the OM side of Brilacidin as well. Pfizer has the CDA signed so they can look under the hood in more detail without mention and they are loving what they see. They have had their team investigate and do their DD on the drugs and again love it, however they are now more curious about the Anti-Fungal properties but do not want the Absssi anti-biotic portion, so they want to look further. Possibly BP 2 - lets call them Celgene is extremely interested in OM alone and will commit to a partnership based on the results of the phase 2 that will be released in 1 month. BP3 - lets call them J&J loves the topical application and continue to test the properties.
I am just thinking that so far the science has been SPOT ON - 100% successful and unbelievably promising. We know that Leo brought on Art to work with BP. We know that we have "MULTIPLE" CDA's signed. We know that the communication from Leo to shareholders has been harnessed. The PR's that we get are very limited and very straight forward for the past year or so.
I would love to sit down with Art, Leo and Dr. M and ask what their overall goal is, because at this point there are so many ways this can go from a partnership view, that I think we just have to sit tight wait for the phase 2 data coming in the next 3 months and see what happens after.
IMO - If Prurisol really outperforms Otezla, I would think that will be our first deal because it is pretty straightforward. As Georgiii says there could be many other applications for P, but for now we are just testing Psoriasis and that market is substantial especially looking for ORAL drugs.
just my morning coffee thoughts...
I have seen a couple in my life time where there was actual zero hope and then one morning the shareholders wake up to a deal.
I have a feeling it will happen here. Too much going on though which could make the deal making process a tricky one for Leo. Jmo.
No I won't. Imo. If the data is better - safer - quicker than Otezla. I believe a 3-4 billion MC is warranted. Period
The problem with your theory. P phase 2b results will be in January
Based on one patients experience it is a miracle drug. If we crush Otezla data we should see 10-20 dollars easy with a partnership.
Edit: this is in regards to frollsresponse. CL5N recent
"We have incurred approximately $251 million of cumulated net losses."
Just did a 14/1 RS in may.
Pipeline-blah to say the least.
Huge ups and downs and restructure
I think back in 2000 or around it went from 40 ish to 680ish crashing down to 5ish soon after.
Again that companies increase in share price today was not meant to compare, because there is no comparison in what IPIX will do once phase 2 results post. 33 mm is nothing. I expect deals done which is what is needed here to show strength. IMO.
Bio is not for the weak.
IPIX's pipeline is something companies can only dream of.
The fact here: the PR style changed dramatically over the past year +, CDAs have been signed. I would bet my bottom dollar that negotiations are under way and these results: 3 phase 2s will anchor an industry shaking deal. There is zero reason based on the current data and science presented could not warrant that. Imo
Let's pretend that nerby's patient response email is accurate. Which again there is nothing based on ph2 nor preclinical that proves impossible......if 100% accurate. That is game changing! IMO. And very possible many others experienced thst
"We have incurred approximately $251 million of cumulated net losses."
Just did a 14/1 RS in may.
Pipeline-blah to say the least.
Huge ups and downs and restructure
I think back in 2000 or around it went from 40 ish to 680ish crashing down to 5ish soon after.
Bio is not for the weak.
IPIX's pipeline is something companies can only dream of.
The fact here: the PR style changed dramatically over the past year +, CDAs have been signed. I would bet my bottom dollar that negotiations are under way and these results: 3 phase 2s will anchor an industry shaking deal. There is zero reason based on the current data and science presented could not warrant that. Imo
True! Very true! I don't understand this world and why...........ughhhh
Thanks for posting facts!
Check out CL5N for their phase 1 trial of 14 patients. In Ovarian Cancer.
Tic Toc. This is going to pop!!! We have 3 phase 2 trials about to be released.
We will find out. Yes it's split between many. I think they said they will 8-k it in the 4th quarter once the details are given. $$$$$$$$ will be made.
Also, the company will hopefully secure a huge contract for SMS in the 4th quarter. Fingers crossed
I like it. Let's see 500K. This baby is going to wake up soon. Sleeping GIANT! The science will prevail. Imo
Perfect. Keeps the trials rolling and the company moving FORWARD!
That is what Aspire is here for!
Wow! Nice volume. Only a couple weeks until data!!!
I have. He has his beliefs. I can share those with him but I also have other beliefs. I'll remind you one last time: THIS IS BIOTECH (pre-revenue)
We are not making waves until the science takes us to a point where a BP either buys us or a drug or we partner. That is the time where Bio stocks make their 10x-100x runs....and for IPIX: we are not a one trick pony, so the rally will pull back but then again charge forward another 10-100x and so on
Leo has been masterful thus far. 8 human clinical trials and 3 may be in phase 3 early 2018.
Slow clap
Agreed. These results should compound and hold gains. Back to back to back with any one of them resulting in a deal. Exciting times for us!
Great RECENT news article.
Interim P results. 6 weeks of data.
It appears they pulled it from the timeline. We will get that data in the top line projected in January is my assumption. Just my guess on time based on enrollment complete PR
This is normal for bio. Look at some of the most successful bio's and compare Rdunn. Take a hard look at sideways and decreasing share prices for years.......and then!!! BOOM!
Up 10x-100x on one deal and future progress.
The same is happening here. Investors that like to trade will hit this hard in about 2-3 weeks. We will see this up over a dollar because we have 3 major milestones coming up. That is a fact.
Back to my point of current successful bios - one needs to find a bio with science that has a good chance of success. And a science in potential large markets for unmet needs. IPIX has all of that.
You can rant negative stuff all day along with others....it will have zero effect on where this is going if the results are good. That is a fact. BP needs new drugs with huge potential. That is a fact. The question you ask....does IPIX's drugs fit that bill? We will find out.
Keep screaming and do your best to take this to .60-.50-.40. It will not matter in the end. That is fact.
I expect B-OM to deliver extremely promising results next month or early Nov.
Looks like you did some good DD - because the Company just released a new blog regarding what you posted about weeks ago! Great work SLCIMMUNO - !
http://www.ipharminc.com/new-blog/2017/9/25/innovation-anti-fungal-compound-shows-potent-activity-against-multi-drug-resistant-candida-and-new-fungal-superbug
Here is LINK: http://www.ipharminc.com/new-blog/2017/9/25/innovation-anti-fungal-compound-shows-potent-activity-against-multi-drug-resistant-candida-and-new-fungal-superbug
Was there a patent recently awarded for this? I can't remember if it was for this drug. I'll go look back on posts later tonight.
Also, the chatter about Dr. B saying there was a surprising new indication that IPIX was going to go after was interesting too.
I'll buy all your shares, but I will not sell to help you cover.
I'll paint a picture: IPIX - Developing innovative drugs for unmet medical needs. They care about the science and never focus on the flash!
In the next 3-4 months: I expect the B-OM topline results to come out first and these results will trump all current drugs in development at the same stage and B-OM will become the first 'preventative' drug for OM on the market. These results will catapult the share price and possibly lead to a partnership by end of year.
As the B-OM buzz is fresh, they will release the Kevetrin phase 2 results for Ovarian Cancer and the results will be good. The results will be exactly what BP was looking for and the patients may see a good response in Tumor shrinkage in the 4th week. I believe Kevetrin will surprise the medical community and the investment community.
While we see unparalleled share price increases, we then are dropped with Prurisol phase 2b top line data in January and that data will blow the top off the share price. The data I suspect will crush Otezla's numbers.
I expect a collaboration by early next year and I expect this share price to be well over 20 dollars. JMO and my picture
Uneducated response. It may be your prediction, however...history has proven that phase 2 and phase 2b topline results are extremely powerful. This phase is the one most companies will find a suitor.
We know IPIX has multiple CDAs for each drug, so that has always been step one. We know that collaboration/partnership has been a goal for the 2017 year for IPIX.
And now we have 3 major phase 2's for 3 different drugs all residing the multi billion indication arena with limited oral drugs.
I'd put my educated money on IPIX and a HUGE share price increase in the next 6 months. Huge!!!! As trump says.
Huh? I would expect data in November. Maybe December because of Thanksgiving.
It's gonna be something like 18% of patients that took Brilacidin developed Severe OM. While 72% of patients that took placebo developed severe OM. No SAEs.
The 18% of severe OM will have a reduced duration by weeks compared to placebo.
Hoping for 15-20% range. That will demand a large partnership. IMO.