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Russia:
"The drug that I would like to talk about is the first etiotropic drug that directly affects the virus. In fact, it is an antidote to coronavirus infection," Veronika Skvortsova said."
IPIX:
"Brilacidin is exhibiting an ability to directly disrupt viral integrity, a potent virucidal property - a beneficial trait differentiating Brilacidin from other antivirals."
This is going to make a gigantic move up. TICK TOCK
Covering continues as CDEL is bid/ask sitting.
Just got off the phone with Putin. He asked for help trying to sway Leo. $10 billion is very reasonable.
I told him, I'll see what I can do...
POST OF THE DAY! Sorry for the late notice, but we had a few late votes.
Well, what do we know that's new?
PK/PD data already known from prior trials.
Safety of 3 doses reviewed by Committee and consensus was to allow increase to 5 doses. We've known this for a while...
All patients have been dosed, we got the PR a week ago...
What's new is... based on B's half-life and since we know that more than 5 days have passed since the last patient was dosed, we know the drug has been sufficiently cleared from the body...
And, the trial hasn't been halted.
So, in my mind, another dot to connect that no SAE's stopped the trial because, as we've been saying all along...
B IS SAFE!
Next, bring on the efficacy data
Wow, what a difference when the artificial trades evaporate when the algos are shut.
Anyone familiar with MM: PAUL
It was a buyer earlier in the day. Now it's not on level 2
No, it would risk bias on the final patients' data collection through day 29.
Gonna be another push into the close. I wonder what number they will bring it too?
They would if they notice some numbness and tingling.
It's only Wednesday. Imagine what this will do into the weekend...
CDEL bid and ask sitting. This was the same tell of short covering before last run up.
I think some may have forgotten:
1) We will get a shareholder update (in addition to 100% enrollment)
2) Mid/late July we will have a presentation on further B testing
3) Additional lab testing is still underway
Green. Cannot be stopped
Green.
Cannot be stopped.
Couldn't agree more
Short covering continues.
Day after day...
Gee...hmmmm....
Cases raising in Russia, Holiday weekend in US. Wonder how long it will take to enroll 12 people
Maybe it's already down to 10...?
Green
Cannot be stopped
Yes, traders, manipulators and nekkeds are being cautious and exiting short positions. They know there is window between 100% enrollment and topline, where there will be a 200% minimum increase in share price BEFORE results.
Once speculation takes hold, this will be between $.70 and $1.00 prior to results.
When results hit, add another 200% easily within 48 hours.
From there, it depends on how good the data is, EAU, partnership, grants or other surprises.
Hmmmm...
1) Algo's shut off for about a week.
2) Stock price increasing daily
3) Short covering pattern identified
June is going to be epic.
Congratulations to the longs
CDEL, bid and ask sitting again. They are back to covering. This happened last time before the run.
First comes volume. Then comes price
Soon EVERYONE will want in.
You thinks correctly
Looks like it's the calm before the storm. Algo's shut, volume down. Prepping for the next wave up.
And...
This could be the BIG one!
We will be getting more and more attention now that the FDA KO'd CYDY.
I bought more today, too! Tick Tock
Awesome. Thanks for the revised numbers. I’ll take a pause in enrollment to confirm safety and authorize increased dosing.
Going to have to update these numbers....:
5 doses * $2,000 per treatment = $10,000 per regimen.
$10,000 * 1.5 million doses = $15 billion.
$15B/400 million shares = $37.5 per share.
Nice call!
How is treating COVID different from ABSSSI for Brilacidin?
Brilacidin against ABSSSI wasn't for an unmet need. Daptomycin was already thoroughly effective and the standard care (for those who failed to be cured by 1st line antibiotics).
Brilacidin was trying to differentiate itself by being a 1-3 shot regimen vs a 7-day regimen. In the 2a trial, they confirmed that B was thoroughly effective. In fact, they learned that it would be effective at even lower doses and possibly with a single dose. 2b proved they were correct and that both single doses and the lower dose 3-day regime were all above 90% effective. Now you had a product nearly equally as effective with a single dose (B) to a 7-day IV infused (D) drug regimen. Having a patient discharged from a hospital several days early frees up much needed emergency care space and drastically reduces costs for additional hospital stays and infusion. That is why B for ABSSSI was being pursued as a single dose.
Now with COVID, we do not have the same standard of care that is 90+% effective. Patients are already hospitalized (moderate and severe). Since they are already hospitalized with no clearly effective standard of care to compete, IPIX has the LUXURY of using a lower dose 3 day IV to give it plenty of time to work, while not risking patient adverse events by trying to give a high single dose.
The safety committee will review interim analysis and determine if the dose is safe on these already sick patients. Fortunately, with all the testing from prior trials including PK/PD data and known side effect profile, there is good reason to think the B 3-day regimen will be safe. So with the lower dose over three days and the fail-safe of spreading it over 5, there is little reason to doubt the safety of B. And to paraphrase Leo from when he purchased B ("the efficacy of Brilacidin has never been the question"). Now, once you add in the demonstrated in vitro tests that prove B kills coronavirus, expecting B to be safe and effective on hospitalized patients with COVID becomes an extraordinarily low risk, high reward scenario to place your bet.
No he won't. We will get news soon and I agree it could be Monday or Tuesday!
I’m inclined to think interim analysis has been completed by this week, too. It has to be completed before full enrollment otherwise it becomes moot.
Of course, my friend
Some simple math:
120 patients total -(minus) 15 already dosed = 105 remaining
9 sites open.
at 1 patient per week/per site: 105/(9*1)= 11.7 weeks to enroll.
at 2 patients per week/per site: 105/(9*2)= 5.8 weeks to enroll.
at 3 patients per week/per site: 105/(9*3)= 3.9 weeks to enroll.
Now, based on the March 5th PR, 15 patients have been dosed, so
March 5th + 11.7 weeks ~= 5/27
March 5th + 5.8 weeks ~= 4/15
March 5th + 3.9 weeks ~= 4/2
Easy to see that we can be fully enrolled at anytime.
This is excellent news and a nice rebuttal. Cheers!