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We will find out one day. As Leo said...CDA is the first stop to deal making land. The potential here is too good for no deal at some point. That's a fact. No failed drugs and the drugs are actually out performing or on par with blockbusters at comparable times. Time is all we battle.
Imagine the first deal. Imagine what will happen after that. Uplist - major coverage - new investors including institutions. And then I know for a fact several writers have articles ready to express the Cinderella story behind IPIX for that day to make sure the public understands just how undervalued this is and the good fight that Leo put up to defeat the nefarious lawsuit. The main goal will be to make the public understand IPIXs drugs, and their potential and how undervalued the company is. New investors will eat this story up!!! IMO.
I'm telling you....it will be a glorious day! Maybe tomorrow, may be in a year....I just keep adding as this risk vs reward is one of the best I've ever seen.
Let's have a great weekend!!!
IPIX! Let's have an after hour Friday PR Leo...just like ole times... mix it up and tell BP to calm down and lift the restrictions on PRs....
The MoA is what will open your eyes and the worlds eyes on Kevetrin.
This trial is much much much more than a test on Ovarian Cancer.
This test will have enormous effects on where K goes.
Only a couple months left to find out.
Just a reminder too: 3 x a week dosing at 250/350 mg m2. Compared to once a week dosing at 10mg in phase 1
We need a pill form and proof of modulation and we have a 20billion plus drug. IMO.
100% IPIX will partner or sell outright for B-OM if data mimics interim. There was just a deal done that was garbage but after looking into the drug, it was a very mediocre drug and one that the company had shelved for 2 years. I'd expect 5x - 10x that offer.
Prurisol - if it delivers something in the region of 30% PASI 75, I'd expect a deal ---100% since its oral and compared with Otezla and carries a better safety profile.
K - if this trial proves what they are looking for (big pharm) - deal will be done the next day. It is just too valuable . Remember, big pharm designed this trial - Kevetrin will be a PR machine in the future.
My only question is how are they planning the partnership----- each indication, each drug, multiple partners, one buyout??? Idk. But I'll be here to find out. I'd expect a deal in the next months.
Kevetrin, the number 1 reason. Why most of us are here. Never forget.
Dilution has been. MINIMAL! For a company to go from 0 clinical trials to 8 and bring 3 of those trials to "possibly" phase 3 by end of year!!!! Ummmmm and go from about 95 million shares to 137 million over 5 years is NOTHING! Absolutely nothing in comparisons to all other biotech. I BET you could not find ONE company out there that has made the progress that IPIX has and compare share structure increase.
0 human clinical trials to 8 human clinical trials. 1 is ready to move to phase 3. The other two phase 2 and 2b trials will complete this year.
Not to mention the market potential for all of IPIX pipeline. We are talking unmet need in the billions on some.
Kevetrin will reemerge soon. And it will be on every news channel in the country. Jmo.
Keep adding thru year end at these unbelievable prices. Just ONE collaboration and we go from sub dollar to double digits - mark it
Interesting. Thanks. Late June article...is this what Dr B was talking about in his presentation about a new indication
Yes. Partnership sometime after data is received this upcoming 4th Q for B P or K.
Make sure you stick around.
Look at the data for Validive. Onxeo just licensed it to Monopar Therapeutics for like 108million and double digit royalties and will pick up the phase 3 tab. The data was not good for Oral Mucositis.
If IPIX is able to replicate the BOM interim data in Nov for the top line. We will see ATLEAST 5xs THAT OFFER. Weeks away Bun
I expect P results to be superior to Otezla.
We should have OM by Thanksgiving.
With the recent deal for OM that had very poor phase 2 data worth 100+ million and double digit royalties, I'd expect if BOM holds the 20% vs 70% data it should be 3-5x's that.
Jmo.
There are so many ways this can go in regards to first deals....it is truly impossible to speculate SP.
ACTIVELY ENROLLING....was the key phrase in that PR buddy. Much better than RECRUITING. JMO
WE WILL HAVE RESULTS IN Q4
Great post! Prurisol 300 and 400 mg could produce great results. Waiting patiently.
From experience: that hollow feeling sometimes brings the biggest gains. Just when everyone loses hope.....BOOM!
This board is pathetic. Thanks to all for trying to put the correct info out there, but I'm really not sure if it's worth the effort. Our time will come, and there is no stopping it.
IPIX has 3 MAJOR late stage trials delivering data in the next 3 - 4 months. No one here can stop that. Even if they try to take the share price to .60.....the trials are done and paid for. For us longs, now we get to see if Prurisol can top Otezla, if B-OM can stick the interim result margins, and if K is in fact having the desired effect on tumors thru biopsy.
3 MAJOR catalysts. And all 3 having enormous effects on the partnership negotiations.
IPIX will triumph soon! 20-50 dollars if Prurisol sneaks into biologics arena. Guaranteed. IMO.
Intelligent you are. Great post
So. I thought yesterday's PR was for a third site. The Dartmouth location was added to clinicaltrials.org Luke back in late August...and I forgot IPIX never PRd the site expansion. My bad.
But in yesterday's PR it stated already actively ENROLLING. Not recruiting. Which is a very good sign and worthy of a PR, with also a note for initial prelim data in Q4 expected.
I'm a little bummed on P interim data if we don't get it, BUT! Like some have posted here....why give 6 week data which could jeopardize the trial when we are fully enrolled and data will be here in about 4 months.
Off to the course! Fore!
What post market PR? I saw the PR premarket Thurs about opening a 3rd site for Kevetrin...but never saw a post market PR.....
This was said: “What we and potential partners are extremely interested in is learning via tumor biopsies if Kevetrin is reaching its target and modulating pathways within the tumor that can deliver a clinically meaningful benefit; this would be a significant development in the p53/oncology dynamic,” said Arthur P. Bertolino, MD, PhD, MBA, President and Chief Medical Officer at Innovation Pharmaceuticals. “If that is indeed the case in any number of patients, we will have compelling evidence to move forward expeditiously. A next step would be to complete development of an oral formulation of Kevetrin, which is the preferred delivery method of patients and facilitates the potential for multiple daily doses.”
The Kevetrin bus will start rolling again if data shows K is reaching tumors. It will be one of the biggest steps in fighting cancer imo.
Thanks for the post. I did not pick this up. I looked thru a bunch of articles and PRs today and believe we can FIRMLY, dominate this data.
I do have many questions I may present to you on trials and understanding terminology when I have time. For example, the IPIX protocol on clinical trials.org changed during the trial to include the term PREVENTATIVE. Does that matter in the end if it gets to market?.
In other words, these other competitors do not show that term. But does it matter? If they get to market? Because the trial shows the patients taking the drug while in radiation, so in essence it is all preventative. Right?
Anyways, sorry...on the road on phone...thanks again
I'm not the one to discuss charts for trading...at all...however if I laid out a chart for the past 5 years with share price, OS, Cash on hand, trial progression, compound acquisitions, IBB market, FDA designations, major executive additions and other scientific breakthroughs. I think one could understand just how out of whack this is. ;)
Good luck
All "real" companies are waiting for something Tom. The others like to blow smoke and put out PR after PR to help trade cycles and start upward trends etc...allowing cd holders to capitalize. this bad boy is the "real" deal and is waiting for trial results and partnerships. We've been patient over these past 2-3 years and have finally come to the end. I'm very excited we have 3 major milestones in the next 3 months. 3-6 dollars is my hope to settle into. And then a partnership to jump into the double digits. And then fingers crossed an uplist and another double from there.
The wait is almost over imo.
One that I would think BP respects. And can work with. Hence why he makes the big bucks
Yes. It was good. Dr. B comes across as a balanced, easy going personality.
The key imo is to have MULTIPLE interested parties. And by the look of it, we have MULTIPLE CDA's. Now if data is ROBUST, it can make people do silly things. And PS- Leo already advised, BP has admitted the KNOW how valuable these drugs are and they know WE KNOW. Lol. As Leo stated.
Should be a great end of year here. Much needed and we have waited patiently.
ASPIRE - A GREAT PARTNER
Here are the numbers since our friends at Aspire jumped on board in 2013. These are ballpark from the K.
2013 - 2015 Aspire Agreement
$20 Million in cash for 8.9 million shares of stock
210,500 share commitment fee
2015-2017 Aspire Agreement
$16 Million in cash for 14.7 million shares of stock
160,000 share commitment fee
July 17 - Sept 17 Aspire
$2.1 Million in cash for 2.5 million shares of stock
NEW AGREEMENT SIGNED Sept 2017 - 2020
300,000 share commitment fee
In March 2017 we also had a PIPE
$2.2 mil in cash for 2.5 million shares of stock
TOTALS since 2013
ASPIRE PROVIDED: $38.1 Million in CASH
In exchange: 26.2 Million shares plus 670,500 shares for fees = 26.9 million shares.
Thank you Aspire from taking us from $500K in cash in late 2012 and ZERO human clinical trials to now $4.1 million in cash and 8 HUMAN CLINICAL TRIALS:
Prurisol - Cross over study
Prurisol phase 2 - SUCCESS
Prurisol phase 2b - enrollment complete - data in Dec/Jan
Kevetrin phase 1 - SUCCESS
Kevetrin phase 2a OC - IN-PROGRESS - Interim data Q4
B-ABSSSI phase 2b - SUCCESS - SPA in progress (Compared to Dapto)
B-OM phase 2 - enrollment complete - topline data in NOV/DEC
B-UC/UP phase 2PoC - SUCCESS
All of the above are BILLION DOLLAR possibilities. Stay tuned and thanks again to Aspire for making this possible.
Where are you getting that. Sorry, it's been a long day and did not see that in the 10-K
True, and let's be real...deals take time plus the phase 2b data will anchor the imo favorable terms for IPIX. I don't expect a deal until data is released. We waited this long, no reason to take anything unless mgmt feel they can get a steal of a deal for what they are hearing is going on in trials. Jmo.
But I think the data is going to be so strong, we will have a bidding war. IMO. An oral psoriasis drug is GOLD and we have one. Let's hope it beats Otezla and off we go!!!!! Big time.
Or B-OM. If the data is like interim. And we get break through designation.....put a stick in it!!!!! This will be a done deal.
I'm super excited for Christmas. We should know all three outcomes for P, K, and OM by then. Actually, maybe P in January.
As a CEO you have to secure funding. You cannot roll the dice on 4 mil cash and less than half of previous agreement left. Great move and responsible for all shareholders. Basically it cost 250K to secure 30 million in financing with zero penalties on canceling at anytime. Plus we control as always when we ask for cash, not aspire.
I think the market wakes up to this PR tomorrow. Jmo
8 clinical trials is not cheap and we have almost made it through all of them only diluting 40 plus million shares. Not terrible. Hopefully a deal is struck soon imo.
About 184 million fully diluted. 5.44 per billion dollars. Ball park I think.
PROOF OF NON-DISCLOSURE: From the 10K:
Prurisol
The Company has commenced a randomized, double-blind, parallel-group, placebo-controlled Phase 2b trial of Prurisol for subjects with moderate to severe plaque psoriasis. The treatment group arms are Prurisol 300mg, Placebo, Prurisol 400mg (Ratio 3:3:1) with a treatment duration of 12 weeks.
We have currently completed enrollment of all subjects (up to 199). Subject recruitment was slower than projected due to competitive trials. In response, we added additional investigator sites. We expect to complete the trial by calendar year end 2017. Expenditures on Prurisol were approximately $4.6 million during the year ended June 30, 2017. We expect expenditures on Prurisol to increase in future reporting periods, as we complete the study. We have entered into multiple non-disclosure agreements with large pharmaceutical companies that enable us to continue ongoing discussions regarding potential partnering should the trial results support such a relationship.
______________________________
That is fresh off the press today. Also, listen to the audio - Dr. B states that they have agreements with Kevetrin and Brilacidin as well. This is going to blow up soon - just need to confirm how much with the data.
Good to see Interim data in Q4 for KEVETRIN!!!
You don't go to a poker game with a sack of quarters. You bring a briefcase of cash Max.
Good 10-K. Very transparent. That is what you ask for.
Don't forget, IPIX controls everything when it comes to Aspire and sales. We also can cancel the agreement at anytime with no cost/fees.
It looks like we still had 14 million on the previous agreement which was cancelled. So this new 30 million replace it.
Good to have financing for negotiations! Well done Leo
The slide that actually jumped out to me was page 11:
Our Approach - Strategic Focus - pie chart
1st section: Maximize Value of Current Assets
2nd section: Capture ROI through Partnerships (THIS IS JUMPING OUT AND IN WHITE CAPS
3rd section: Select Key Programs for Continued Internal Development
**To me this screams they are going thru this many trials to maximize the ROI and the 2nd pie that is out and in bold is screaming partnership :)
And then they will use the money off that partnership and take some "KEY PROGRAMS" internally and keep rolling those ---- my thought --- Kevetrin, what started this company and Dr. M's passion.
Great little slide deck.
30 minutes to showtime.
I forget when it was said! But Leo said a while back the company is further than ever before with discussions with BP. That is fact, no smoke. It takes a long time to come to terms and especially if you are waiting for data to confirm the price tag
I think OM negotiations are on. IMO. The data will emphasize just how much........ jmo
I bet my shares, they are in FULL BLOWN negotiations right now with BP. Guaranteed.
When 3rd party verification and abundant infusions of cash are given to IPIX...I hope you realize the story behind the BS hit pieces and the lawsuit win by IPIX and the stand-up nature this company has taken will be looked at upon NEW investors as they are getting a huge deal when buying in at 2-3-4-5 dollars a share or higher.
It will all play out nicely. IMO.
I'm obviously looking ahead, but I can see the high road IPIX took----will pay off nicely for long shareholders.