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Would anyone turn this hypothetical offer down?
Lots of blue and green bars in today's "rainbow and lollipop" chart.
How about B for all indications except AlfaSigma's?
That would be sweet for shareholders and good risk/reward for BP, in my opinion.
Someone keeps hitting the ask with 10-20K buys. Let's see if they take out the rest of the 0399 today.
More likely the usual MMs will block the ask preventing 4s, unless they get overwhelmed with volume.
Where's the evidence for this? Link please.
Brilacidin broad spectrum anti-viral research ongoing at NIH, addressing 20 indications, thus far.
https://www.ipharminc.com/press-release/2022/6/23/innovation-pharmaceuticals-reports-brilacidin-inhibits-omicron-delta-gamma-and-alpha-sars-cov-2-variants-based-on-in-vitro-testing-by-nihniaid-sponsored-and-rutgers-university-researchers
Understandable that research is continuing after Brilacidin's successful PH 2 trials on 3 different indications.
But also significant: this research continues after B did not meeting primary endpoints last Nov. 2021 in the Covid trial.
Severity of disease in the patient pool a likely culprit in that trial. Getting the dosage and route of administration correct are what BP has the funds to do.
The NIH is not ignoring the potential of small molecule Brilacidin, a new class of drugs. I doubt BP will ignore Brilacidin's potential either.
Stock has been trending up... let's see if it continues this week.
IMO, the Squalus news should have sunk the SP further, because it conveyed a pivot away from advancing B, and using precious funds to do so. But the opposite happened, the SP and volume went higher.
Leo throwing 4M at lasers could have been taken as a "hail Mary," but I doubt he would have done that unless some other deal was baking in the Brilacidin oven.
Leo is an accountant, not a business development director and certainly not a BP insider.
I like RG's advice: sit back and relax. Let's see what the BDD can do.
Weak argument Gio, not well thought out.
Last two weeks of price movement suggests that Kips is holding their converted shares and not selling yet. Why ?
Looking at a one month daily chart, the rise in SP and volume seems to have been in tandem with news of current research and Kips Bay's 13G/A.
One would think that Kips, if they wanted to sell into this "relative strength," would not be waiting to profit... unless there are events suggesting better profitability coming on the horizon.
Thanks for this, well thought out.
I've not heard of BP pre-announcing deals, so "silence" is to be expected until....
The argument that because something hasn't happened yet, it won't happen in the future, makes little sense.
Brilacidin's scope of indications keeps expanding. We're awaiting publication on about 20 of them. One might surmise that the value of Brilacidin increases with each new indication it's shown to address in reputable third party labs.
"Brilacidin has also undergone several clinical studies for multiple indications, using different routes of administration, and has a known safety profile in humans." (MHSRS 2022 abstract)
Which licensing deal comes first? OM... nasal spray for Covid... MRSA for military... intestinal indications?
With each new published scientific study, Brilacidin's scope increases.
Another green close, eom
Continued mutations creating new variants. BP will need to look at other treatment options, and soon!
Vaccines cannot keep up with mutations. Big possibilities ahead for small molecule compounds like Brilacidin.
https://www.marketwatch.com/story/new-omicron-variant-worries-experts-as-it-spreads-in-india-and-moderna-says-new-booster-offers-better-protection-against-ba-4-and-ba-5-11657549051?mod=mw_more_headlines
It is against the TOU to specify or name another company. I believe the comparison is a name that is well known and can be found easily.
But hey, let's start with the idea that IPIX could "open over a dollar" one morning.
Thanks for this frenchbroad
Lots of different opinions about why Leo would spend 4M on laser-based ablation technology, and pretty much out of the blue. Not like him.
IMO Leo took a stake in Squalus because he knows another deal is almost done, and perhaps one that brings in multiples of what he spent on Squalus.
So I see where you're coming from with this:
Yes, I see this was published only about one week ago, on June 30, 2022.
Thank you for sharing it.
And two MMs jumped over CDEL with higher bids.
End of day could be interesting.
If Kips "exited" in April, 2021 by holding less than 5% (as they then filed), then Kips should have started over with a 13-D with this most recent filing.
I agree that Kips filings are incomplete, so why file an amended 13G now?
Possibly to juice the SP and sell after a recent conversion? The volume and price action recently does not support that argument. Or perhaps they have feelers out and are holding for a specific event?
As someone mentioned, Kips will need quite a bit of liquidity to exit their nearly 10% current share holdings.
All speculation of course, but what is not speculation is the SP has doubled recently, on "somewhat" increased volume.
Do you think Leo still wants to license individual B indications, or is he ready to sell the entire B platform?
Your focus on "the payer analysis" suggests the former, but for which indication?
Oral Mucositis?
Kips Bay continues to hold 45 Million IPIX shares as of July 5, 2022.
There is no way to tell whether these shares have been purchased on the open market or are "left over" from recent conversions of preferred shares.
IPIX share price has doubled in the last couple weeks.
If Kips Bay has not been buying on the open market, someone else has been,
and yet Kips Bay could have converted the preferred shares remaining as of 3/31/22 at lower prices during the last three months and sold during the last week or so. But no, the recent filing states they have not sold, and still hold 45 million common shares.
I repeat, something seems to be brewing.
45 million shares held by Kips Bay suggests they are neither pretending nor ignoring IPIX.
The filings show that Kips Bay Class A common shares being held have been increasing
2/11/2021-- 20,978,229 shares held:
https://www.sec.gov/Archives/edgar/data/0001355250/000121390021008496/ea135337-sc13gkipsbay_inn.htm
5/3/2021-- 21,200,000 shares held:
https://www.sec.gov/Archives/edgar/data/0001355250/000121390021024168/ea140065-sc13ga1kipsbay_inn.htm
7/5/2022-- 45,032,659 shares held:
https://www.sec.gov/Archives/edgar/data/0001355250/000121390022037187/ea162444-sc13ga2kipsbay_inn.htm
Non... you misunderstand. Before Nov. 11, 2021 my GTC sell orders were above $5, but after disappointing results that B did not meet primary endpoints in the Covid trial, I lowered my asking prices.
With Kips Bay doubling their investment to nearly 10% of the outstanding shares... this has made me reconsider the K and B perfumes.
After Nov. 2021 I had lowered my GTC sell orders. Today I raised them back up.
Something is brewing...
Taking your low number of $5,000 times 1.4 million cases, as the addressable market, results in about $7.4 Billion
No One can predict anything, publication timeline or whatever the next news to drop with IPIX might be.
But with new research results and multiple papers already published on Brilacidin's robust potential across multiple indications, I think its safe to say that the US Government, Dept. of Defense and big Pharma are all taking a closer look.
Who will unlock the potential in IPIX and when, no one knows... but in my experience things tend to happen with penny stocks when there is quiet in the air.
As Brilacidin continues to show inhibitory effects on a number of different COVID variants, and also continues to accumulate evidence of potential efficacy against an increasing number of other viruses and pathogens, it stands to reason that the probability of licensing deals and/or buyout goes up.
Publications of research done by major institutions (NIH- Rutgers) helps legitimize the potential of this new small molecule named Brilacidin.
https://www.ipharminc.com/press-release/2022/6/23/innovation-pharmaceuticals-reports-brilacidin-inhibits-omicron-delta-gamma-and-alpha-sars-cov-2-variants-based-on-in-vitro-testing-by-nihniaid-sponsored-and-rutgers-university-researchers
Combine this with your PwC report for pharma deal making in the second half of 2022 (link back) and we may be looking at a winner here.
I haven't seen a response refuting the updated patent expiration years offered in Post 390650.
Does that mean your original 2014 information is inaccurate?
"patent cliffs" lol
Something seems to be brewing... both volume and price picking up the last couple days
Leo is going to monetize Brilacidin, it's really that simple.
The only details are: for which indications, with whom, and when.
Whether it will be licensing deals, partnership, or buyout of the entire Brilacidin platform, we don't know.
The science and number of different indications Brilacidin might address continues to grow each month... lately almost week by week. The number of institutions studying it has also increased.
The number of supercomputers that agree has also increased.
Add to this Brilacidin's safety and indications of efficacy in previous clinical PH II trials, and there's no way pharma let's this one get away... with or without US government interest... With or without US military interest... With or without international governments who will also have interest if this upcoming trial data meets endpoints.
--Compassionate use has been approved for critical hospitalized Covid cases, when the IPIX PH II trial is only for moderate to severe Covid?
Some suspect there's an artificially compressed share price too... Sweet spot indeed.
GO LEO !!
Oh Yeah, and remember... although the above is only my opinion, it is informed by all the real world facts thus far supporting Brilacidin.
Great info about Gilead and their Acquisitions over the years. Does anyone know how much Gilead has sitting around primed for the next acquisition?
TIA
Gilead Sciences, Inc's acquisition history.
NeXstar Pharmaceuticals (Acq 1999) : $550 million
Triangle Pharmaceuticals (Acq 2003) : $464 million
Myogen, Inc. (Acq 2006) : $2.5 billion
Corus Pharma, Inc (Acq 2006) : $365 million
Raylo Chemicals (Acq 2006) : $133.4 million
CV Therapeutics, Inc. (Acq 2009) : $1.4 billion
CGI Pharmaceuticals (Acq 2010) : $120 million
Calistoga Pharmaceuticals (Acq 2011) : $375 million
Pharmasset Inc (Acq 2011): $11.0 billion
Phenex Pharmaceuticals (Acq 2015): $470 million
EpiTherapeutics (Acq 2015) : $65 million
Galapagos NV (Acq 2015) : $5.1 billion
Nimbus Apollo, Inc. (Acq 2016) : $400 million
Kite Pharma (Acq 2017) : $12.0 billion
Cell Design Labs (Acq 2017): $567 million
Forty Seven (Acq 2020) : $4.9 billion
Immunomedics (Acq 2020) : $21.0 billion
MYR GmbH (Acq 2020) : $1.6 billion (1.35 billion Euro)
Sums it up nicely:
Bad boy MMs love to block the ask when increased buying makes them nervous.
Psychological warfare by MMs: demoralize the flippers into selling. Those who know the outstanding science of Brilacidin are likely buying more.
Wrong again, average 30 day volume is about 1.8 Million and we're already exceeding that today. Get the facts straight.
Anyone can bail at any time, but the one week chart cannot be used to prognosticate anything, especially on the OTC.
I'll be there to buy more from those who do bail, thanks.