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I've seen quite a few BP moves that had zero effect on IPIX, hope springs eternal.
I would prefer to partner k and keep the progress going with a BP cancer specialist partner with the resources to expedite development, maximize patent value and save lives.
rg I like your logic!
the upcoming conference may offer substantial color regarding these points of interest.
I'd wager that Mako is tow or three of the fudsters we see here every day.
should have closed at .8 A MM painted the tape in the last fraction of a second
PPS is vacillating from four decimal point trades to 5% spreads between the bid and ask. The game the MM's play.
like "dust in the wind", just a few thousand shares moves the price a few %.
Hearing these personal experiences reinforces the need for a partnership with BP who has the resources and connections/relationships at FDA to both tweak and bring B-OM to market post haste, even if post marketing follow up studies are required.
OBV very positive today! Good action.
Mr. Erlich "tear down this wall".
Since B-OM is primarily designed for prevention they are probably not "using" anything, but if they do so and swallow some I bet it cures any coincident cases of IBD. Any new formulation that involves systemic absorption would greatly increase the odds of two P 3's being required.
My preference would be to sign up a deal with BP to take current formulation to market and let them tinker with adhesion/absorption properties of the delivery method going forward. This small company has enough on its plate already and a cash infusion from a B-OM deal would go a long way to delivering on the promise B-IBD indications, for instance, or any of the other options deemed to optimize opportunities already under patent.
"Incidence of severe OM in Per Protocol (PP) Population: Brilacidin 36.8%, Placebo 60.0%."
I'm not sure that I understand how the relatively higher drop out rate of placebo arm (understandable if they were suffering disproportionately) affected the 26.8% compared to the 60%.
Pseudonym's embolden cowards, who try to make a buck of others miseries.
honestly, everyone one in their right mind would be more than happy to swish and spit for at least five minutes at a time for as may times as it took if it saved our health and lives. IMO it's an extremely minor inconvenience if there's a reasonable chance it prevents or greatly diminishes a debilitating or fatal condition.
Should be a "sticky"
Aspire's capital infusions were needed but it would sure be nice for a BP clinical partner to step up with a nondilutive cash infusion and sponsor a couple of PIII trials so shareholders can see some price appreciation.
we know the DSMB did not conclude the data was futile.
YOU CAN ONLY HOLD A BEACH BALL UNDER WATER SO LONG
NO NEWS THAT WE KNOW OF.....
OM results first, then breakthrough therapy designation, and then a sweet partnership, IMO. Something has IPIX moving for the last few days.....
I GRAB MY WALLET WHENEVER SOMEONE SAYS "TRUST ME", has served me well.
8 CENTS IS NOTHING, I WANT TO SEE 8$
I've seen this stock approach $5 on far less news.
would you have a problem with saying "it's definitely more probable than not...?"
the shorts are working overtime but not generating much downside volume, if OM results are good the roof is coming off.
As far as B Absssi being low hanging fruit, I tend to disagree. As pointed out by others there is significant competition in that space especially with Dapto soon to lose patent protection implying generic competition. The fact is first-in-class drugs are more expensive to bring to market and may not ultimately be the best-in-class drugs. The incredible pace of scientific research benefits the follow-on drug makers at least to some degree IMO. While the innovator drug is in development, makers of follow-on drugs have the ability to survey the competitive landscape and decide on a project based on its scientific and financial merits. They can also glean information from drugs in development ahead of them, giving them the chance to improve on the first-in-class drug even before it hits the market. These factors and the financial cost of at least two PIII trials required by the FDA combined to limit BP partnership offers thus shifting the cost benefit analysis in favor of concentrating on developing B-OM and B-UP as there is limited competition, if any, and systemic absorption is limited lowering the probability of SAE's. The focus is exactly what Dr. B said it was, economically based.
I believe that B-OM is very uniquely suitable to be partnered as an indication and that it should be. That would facilitate further development of the early stage but maturing IBD franchise thus making it much more valuable for IPIX to partner.
I generally agree however I believe it's Dr. Bertolino that's leading the partner initiative. He was brought in for his extensive executive experience and contacts in both domestic and global drug development at Novartis, Pfizer and Peplin. More than anyone other executive he is responsible for structuring partnerships by providing the clinical evidence BP needs before committing valuable time, money and talent.
a stopped watch is right twice a day, a far more enviable record with about as much applied intellect.
Seem plausible that Aspire is content to sit on the ASK at around .7 and wait out the news rather than chance Leo requiring them to take shares at a run-up price as a hedge on put come of OM. It the news is good enough they may not mind paying up. Just my WAG.
A Pathetically ridiculous assertion
"50MM wouldn't do diddly. a pop to $1 which would allow Aspire to sell even more and then right back down to .70"
as the up front payment would be greater than 50% of market cap and tied to milestone payments and a % of sales. It would facilitate a few years of trial at the current rate with no dilution from Aspire other things being equal. Totally fallacious hyperbole.
Merck paid $8.4 Billion for Cubist's Dapto and a pipeline of unapproved antibiotics. I remain disappointed and flummoxed that Leo didn't/couldn't find a partner for B-Absssi. I firmly believe this single disappointment, more than any other issue depresses the SP to this day and will until a credible partner is signed to a material deal which I assume will be B-OM this Q. I anticipate that a B-OM partnership will increase interest in the entire B franchise, including Absssi.
today's PR seems to contradict what Leo said to several of you at 2015 Biotech Showcase. There has never been a PR for B Absssi like today's PR for B-OM so whats the current difference in the development stage of B Absssi and B-OM, assuming B-OM top line proves to be as good or better than interim?
The only way to square this is to conclude that there is more competition facing the marketing of Absssi, including off patent competition and that PIII will be much more expensive than B-OM so the offers were not adequate or FDA guidance was not helpful and there were no offers.
"Formal collaboration with pharmaceutical companies that have expressed an interest in partnering Brilacidin-OM may well assist further with expediting the drug candidate’s development timetable. Some of these partnering conversations have matured to the point of potentially structuring mutually beneficial licensing agreements, pending the final Phase 2 study results.
“We very much look forward to taking what could be the final step in Brilacidin’s development for the prevention of OM—top-line results reporting followed by possible advancement into a pivotal Phase 3 trial,” said Leo Ehrlich
"Light always overcomes the darkness, John 1:5"
I take the CEO at his word and am thus content to wait while the PPS is managed for purposes not aligned with shareholder interest.
I seems to me that by "final" he means the full analyzable data set which is generally the most useful set of data from a trial. This information should be available to CNDA participants fairly quickly, it is after all the data that top line results are culled from..
A 15MM up front payment would eliminate the need for dilution for another year, permit clinical advancement on multiple indications for what may be an indefinite period with the payment of milestones and future partnerships. Think of that in terms of up-listing and share price appreciation.....