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I would be very surprised if interim are part of tomorrow's presentation. I think it's a 1-100 chance. Just my opinion.
Exciting times! 10-K next week, Investment Conference with pipeline presentation tomorrow, Prurisol 6 week interim data this month, B-OM phase 2 top line data in November....
Keep up the great work! IPIX.
It is a shame. Very sad. IPIX is trying to better this world and our CEO and his friends and family are right in the path of what could be a devastating storm. It's not something to joke about.
IPIX will disclose the results of two major phase 2 trials in the upcoming months. That is what is shareholders should be excited about and we should all send our thoughts and prayers to all in the path of these horrific weather storms.
Thanks. I have not heard back over the past 2-3 weeks and was curious if anyone had. As with you, they are always courteous and never share anything that is non public.
I'm curious longs. Has anyone spoke to the company recently? Or have they responded to any emails or inquiries? Let me know please
And the share price then was about what it is now. The market WILL wake up soon. 2012: .70 .....just starting K phase 1, no cash, no financing, no polymedix, and same price as of today. Undervalued????? Hell yeah!
I'll buy one more load, hopefully in the next couple weeks. And then! Hopefully Prurisol interim data and a K update. Followed by B-OM top line data. I think it will be a good end of year for us.
Fingers crossed Sox.
Do you know if this has always said this:
"CLINICAL UPDATE: OVARIAN CANCER PoC P53 Modulation (Ph2a trial) 2H 2017"
Did it ever say like interim data or complete phase2a? Or has it always been the above?
Just curious.
Let's hope for interim data in September, if not let's hope for some sort of K update.
K is due out in a couple weeks
Ur answers will be there.
Haha. I believe that Leo and Dr M would unload P or B if the price was right to keep K and work K for the next several years. K is what drove them here.
I'll be blunt: K will take over the spotlight again and it will have the public racing to buy shares of IPIX.
I am not familiar with KITE and their entire arsenal of drugs, their cash, etc...So I cannot make a sound judgement, however I can chime in on IPIX:
I believe that IPIX is still an unknown entity in the overall scheme of BP. I believe yes they(BP) have been watching and the ones with CDA's are getting to know more and more...hell those BP's may be bringing in other departments or even discussing with other more experienced BP's in certain areas to discuss things. But overall, it's the way that IPIX has moved forward on MANY fronts that makes this more difficult for single buyouts because the BIG 3 (K,P,B) touch on so many different indications and may involve heavy research on BP's end and IMO IPIX is not at a point for maximum value.
For K - we have come a long way, but we are not there yet. I believe that this phase 2-OC trial was put together by a specific BP and the data and MoA if proven will lead to a deal instantly. I think the Oral portion of K is a huge factor as well due to the short half-life and could spark an instant buyer once they have more data. Kevetrin could be the most lucrative drug in the arsenal if it truly activates or repairs the P53 gene which so far looks good. However - this trial is needed 100% IMO
Brilacidin - This is tricky IMO - You are talking about a company that made a stalking horse bid and took it for millions and now SO FAR the potential looks to be HUMIRA style in Rev's - IBD, Antibiotic, Acne (other derma indications), OM etc... If it all proves out there is no doubt it could be a 10-15 billion a year drug - But BP is seeing that a company took a drug for several million and it may look bad to give hundreds of millions if not billions at this point. If OM proves to be as good as the interim, I suspect a deal is done. There is NO drugs for preventing OM and especially as easy as 'swish and spit' - we just need to hang on and wait for data later this year.
Prurisol - We are on the cusp of knowing what we own. I already believe we have a blockbuster, but this powered phase 2b trial will be an apples to apples comparison and we are now only months away - maybe first of the year away from topline results that could prove it could be a 2-5 billion drug if it approaches the biologics. IMO
Not knowing MGMT's ultimate goal makes it tough to answer your question about why didn't GILEAD buy IPIX. I personally would like to see a partnership and license for each indication and let this slow roll for years and decades as I gain massive wealth. However, maybe Leo and Dr. M want as many irons in the fire as possible and go as far as possible with the smallest dilution as possible and then just sell out as a major BUYOUT and ride in to the sunset. IDK. For that - I don't think we are at the point for greatest return or value. For that I could see:
B-Absssi sitting and waiting for phase 3 (SPA complete)
Prurisol complete phase 2b in a couple months and sit ready for phase 3
B-OM - receive topline data and apply for BREAKTHROUGH and be ready for a phase 3 with ROLLING REVIEW
B-UP - ? Unsure - maybe work on formulation but that may be too costly?
K - we need data from this OC phase 2 trial and recognize the full potential of it's MoA.
At that point maybe a full buyout could happen?
Again - over an over we do see huge $ thrown at biotechs as BP is scrambling for drugs. As long as our results keep coming in as is...we will be just fine! I would just love to talk to Leo and Dr. M about their goals and dreams. off the record.
Have a great afternoon.
Just so much selling!!!! Lol. I can't take it......bahahaaaa.
Only increasing OS by 40 million or so....in 5-6 years while taking a zero clinical trial company to now 8 human clinical trials is unreal!!!! Not just one drug either. We have the big 3 and some drugs are thru phase 2b.
You will not find another company with this pipeline potential anywhere for .70
Ha! No. Remember as I said earlier: this is an unknown stock/company to the world. It's basically us from iHub and our friends and family. Less than 1% of the investment world. IMO
IPIX is just taking care of business professionally and very thoughtful to us current shareholders. Leo is masterful at doing so.
Again, biotech can have the largest disconnect between share value and actual pipeline value. If the company can continue to move forward without going into debt, or diluting like a pig and reverse splitting...there is an excellent chance for a true valuation reset once 3rd party confirmation hits the wire......i.e. A deal/collaboration.
Just remember ALL! Maybe 1% of the investing community knows about IPIX. Just wait for the first deal, and coverage by institutions.
When they find IPIX and dissect the science and pipeline this will trade 10x higher. Just on coverage.
Imo
I'd take a 17Billion buyout. If P results enter the Biologics territory. And B-OM stick with interim range and we get a surprise Kevetrin update where BP see exactly what they were looking for.
17 is not that unrealistic for the entire company plus the untapped 15 other compounds.
Let's have a day Maxdud
So 6 weeks from end of week or next week. And then a week or 2 for compiling data? Maybe 8-9 weeks? "Maybe". I'm not putting deadlines, just an educated guess
I noticed that too.
Okay. Great threat in your opinion.
Look up some of the major biotechs in the infant stage. Compare please.
The one thing you will find here . Major advancement in clinical trials. Zero failures. And minimal dilution.
No reverse split. Etc.
But go ahead and threaten. You are qualified I'm sure.
It really happens! That is what is great here. We have the science and the pipeline in the right indications for some of the most lucrative deals.
I mean it really could happen to wake up one day soon to a HUGE GAP up to 10-15-20 per share.
I'm imagining great P data - better than Otezla by a hair. We could see a deal in the billions easily.
B-OM, P, UC, K, B-ABSSSI, are all on the block for a deal. Come and get it BP
I'm sure mgnt could have a tough time deciding on the best path forward if multiple BP are interested. It's a good problem to have tho.
Do u go by indication, do u go for full acquisition of drug, etc...
They have plenty of skin in the game. I think they are compensated perfectly for what they have done here. Again, share price and true IPIX pipeline value and progress is grossly disconnected. At this time!
It will take a verification via collaboration or other to correct.
That verification could happen at any point. IMO.
Disconnect between share price and company value is often and often huge in biotech. That is why you see 10-20-30 dollar spikes in share price in biotech. You also will see 10-20-50 dollar drop offs when companies are overvalued in this space.
I'm happy IPIX is the undervalued one at this time so I can add more and more
This point is hard to comprehend for some. I have several friends and family that want to discuss first selling points and such. I just tell them - each their own...do what you believe. Obviously take some off the table sooner than later to secure themselves. BUT!!!! Really think about it and where this company could be headed! The pipeline is stacked. I mean really stacked with possibly 3 blockbusters.
So.... say a deal comes soon or partnership/collaboration etc... the fun is just beginning. With uplifting and huge institutional buying to come in the shadows months after...this could blow up HUGE!
I believe we are undervalued by several dollars now. So once verification hits home. I honestly don't know what happens.
God bless C patients.
In the end. It will not matter. Maybe a couple of dollars. We are currently at 5.81 per billion valuation. Fully diluted.
I'm just astonished at the 180 we've done in the PR arena. I mean, IPIX is tight lipped, no show, no fluff OTC or Pink stock. Leo is a master at keeping cash in the bank at a slow and steady drip while our trials and science keep kicking butt!!!
If OM and P are good to great, I'd expect things to move.
I'm just curious if this direction in the PR arena is a BP request. While details on deals and DD are done. I've seen it before and I'll see it again. BP is the river and IPIX is one of many ships. IMO. They say jump, we say how high.
B-OM results are due in Nov-Dec
Not sure if u were aware
That is phase 2 results
The first 19 patients were reported
10 placebo- 7 of 10 developed severe OM
9 swished B - 2 of 9 developed severe OM
Those 2 also experience a mush shorter duration of OM
There are zero current preventative drugs approved for OM. Approx 450K patients in US develop OM
I'm loving IPIX chances for partnership on this, plus breakthrough designation with rolling review.
I think IPIX is gonna go to new highs this year. Jmo.
I got my fill. ;). Finally. 9200 boom!
Arthur P. Bertolino, MD, PhD, MBA, President and Chief Medical Officer at Cellceutix, said, “In this trial, we will be using sophisticated molecular mapping technology to analyze ovarian cancer tissue samples removed from study participants. Such data, complementing that already generated by testing discrete ovarian cancer cell-lines, will anchor our understanding of Kevetrin’s multimodal mechanism of action, providing a more complete understanding of its full potential as a novel cancer treatment.”
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
KarinCA was nice enough along time ago to explain her opinion on this trial. Even though the cohorts are small, it could take extra time due to these conditions in the phase 2 OC. I was hoping for an update in July, but if I'm correct, I think we may hear something soon with the addition of another site. Jmo.
There is a good chance for great data in this trial. But it seems like no one is betting on it. I am.
Regards
Oncology drugs are extremely valuable. If K's MOA proves out. We all will benefit. Let's allow this phase 2 trial play out. Tumor biopsy is not fun. God bless C patients.
I'm sorry, but K has proven @thus far that it activates P53. That is extremely important and valuable. It is safe. The short half-life was and is an issue with current delivery.
Oral could make this pop if proven similar. IMO.
How about a collaboration?
Maybe an upfront 50mm and extreme milestones and double digit royalties!
I don't think a buy out is necessary.
Jmo. But I'm not a moron
Or recruitment is just that slow. But I think cohort A is done. And site 2 is for cohort B. Go IPIX!!!
I would "assume" the first couple patients in cohort A had safe and good results to open up another site...costing more money.
My hopes is that cohort A is done, IPIX is waiting now on the committee to give the go ahead to move to cohort B and that is why they opened up site 2 to move cohort b along in half the time to meet or come close to end of year. Let's see if I know Leo well enough. ;)
Is that what he said? Or just you advising?
Just did. They are having technical difficulties. Strange a 9200 at .76 went thru and it was not mine. Lol.
This is rigged
Ive been trying to buy all day at .76. Unreal how I've gotten skipped over, my bid taken down, put up. Unreal.
I have a 9200 buy - someone sell me shares.
Who got filled at .76. There was over 20K shares filled and also some in .75 area. Wtf.
Here is new site for K-OC - http://cancer.dartmouth.edu/patients/clinical_trial/F17098/
I was incorrect I believe. I think there is around 171 million fully diluted.
So each billion in my calculation comes to about 5.81 per share.
I think. Just want to keep it real