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COVID-19 should give IPIX plenty of street cred
Edible seaweeds substantially outperformed Remdesivir, B should too
Tall-Respect for Leo and mountain he's climbing.
Leo's pipeline positioning skills have served IPIX well.
Leo's decision to shelve B-abssssi until better abx economic times was quite prescient. He has positioned IPIX to capitalize on the billion-dollar AMR Action Fund.
Makes perfect sense to me.
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Well I think false logic is making a comparison (when you say show me a company that received a grant without lobbying - which basically includes all small bios) - making a comparison where there is NO precedent.
In fact, you can take all known small bios - and they do not have what IPIX has.. NOW go ahead and include medium and large bios to the mix:)
I have posted the following before: The decision makers depend on the "credibility" factor to make a decision. Large and some medium Bios have a list of things that add to the "credibility" factor - and therefore make it easier for the decision maker to justify their decision (especially if it fails) - IPIX on the other hand has to work a little harder to make it easier for these decision makers to stick their necks out.. Third party validation, Good data, Peer Review publications.. THESE things give IPIX enough credibility that when a decision maker gives their stamp of approval it is not just them betting on a "penny stock" and all the baggage that comes with that.
Is that too hard to understand?
This same logic follows a CEO who wants to make an offer for a company like IPIX - the CEO answers to a Board and must justify his/her decision. Decision makers lose their jobs NOT by passing on a potential deal, but by MAKING a deal that goes south (and then not being able to justify that decision.
So bottom line, yes, a company like IPIX will need to probably jump through a few more hoops.. is it fair?.. maybe no.. but at least it is understandable if you look at it from a decision maker's pov.
Not only would B be the perfect candidate, but this news seems to support Leo's decision to shelve B-ABSSSI until the ROI for ABXs are much improved.
https://www.cnbc.com/2020/07/09/new-1-billion-fund-aims-to-steer-antibiotic-companies-in-a-tough-market.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Message
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TradingPro, nice find.
"An independent scientific panel will review and recommend funding for companies developing promising novel antibiotics, Holland said. The group’s goal is to bring two to four new antibiotics to patients within a decade."
Looks like B would be the PERFECT candidate.
With 66% of non-covid clinical trials being halted because of the virus and the FDA marshalling its forces to focus on COVID-19, I think the trial we will see first will be Brilacidin IV for COVID.
This company shows the importance of IPIX's preparations
U.S. records 50K+ COVID cases in past 24hrs
Newsbreak reported by NBC News. Could not find a link. Will probably appear later.
Perhaps you're right but, I believe Leo's "Build it and they will come" strategy is still the right one. I hope the PR comes pre-market Monday, July 6.
"Anticipay-yay-shun is making me wait"
Two-thirds+ of trials hit by COVID-19 enrollment halts
I say again, why would any BP want to invest precious capital, at this time, in a non-covid-19 drug (B-OM) that requires more clinical trials? Leo knows when to put an indication on the backburner.
IMO, IPIX's sorry share price over the years, in part, represents tuition for Leo's learning curve. Posters from time to time like to recount what they call Leo's many mistakes. IMO, those mistakes have made Leo a much more valuable CEO and I offer his positioning of "B" for the Covid-19 crisis as proof.
I think we all, at one time or another, have paid tuition at the University of Wall Street (investing mistakes that led to stock losses) and hopefully we're better stock investors today because of it.
Of course, all of this assumes that we and Leo have learned from our mistakes. I am more confident about Leo than I am about "we".
https://www.fiercebiotech.com/biotech/more-than-two-thirds-trials-hit-by-covid-enrollment-halts-midstage-tests-worst-affected?mkt_tok=eyJpIjoiTXpoa01qbGtNekV3TnpBeSIsInQiOiJ4WWF0QXo4QnNyV04xMXg3VURCVnpFSHZxdzZDazcyc3QzWGhwOWowOXJtV2RBNmk4bmtEQjNEc1gzUWh6QUpqXC9wY1dmdkQ2SUgyTWJrVnIrV3ZDNndcL0YrNE5tdmNDb3VZOHJuN21MRGNOcFNzWWVEZDBkTWVvUnVzN2FvQ0s4In0%3D&mrkid=762402
New strain H1N1 with pandemic potential in China
I think you are incorrect if you think I was engaging in "wishful thinking". If I think it will be hot in July that is not the same thing as wishing or hoping it will be hot in July. I think it will be hot in July because this is what meteorological evidence suggest (namely weather history).
Leo has made utterances to the effect that he is seeking to achieve full valuation for our pipeline. Reading Leo's PRs for over 7 years has formed the basis for my opinion that Leo is not interested in selling for $10B.
I think you are the one engaging in "wishful thinking" when you say, "I think he sells everything for 10 billion and walks off into the sunset!!!!!" I believe this is what you would do if you were in Leo's position and that you are projecting what you would do onto Leo.
I think Leo values our pipeline in the many tens of billions and is unwilling to allow BP to short change us. I think this is the main point that is missed by the sell at $10B crowd. It is not what you think is a fair price for IPIX that matters. What matters is what value Leo (a finance guy) places on IPIX.
Leo's strategy seems to be to place IPIX in a position where he can obtain maximum value. This strategy, IMO, accounts for Brilacidin being well-positioned for the COVID-19 crisis.
Leo knows, probably better than anyone, what he owns.
I agree with your thinking.
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Leo will more likely sell the rights for Brilacidin for use on covid19 at $10B+ if trials work out well and take the money to further develop Brilacidin in other applications along with Kevetrin.
Consensus among scientists, we're still in first phase
FWIW/FWIW/FWIW/FWIW/FWIW/FWIF/FWIWFWIW
https://www.facebook.com/photo.php?fbid=3502567276438766&set=a.104901242872070&type=3&eid=ARC0-CFJVOKF-eenSKu4Hj59Lpj2RZ8A132fxiutxAOfASUwbb__2rBWONOnAK1PoGitCuDNqAnERs50
Go IPIX!
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Is there any science that backs up mask wearing to prevent the spread outside of a medical setting? In general use to the Home Depot and liquor store? I’ve seen none and read there is none.
BWDIK?
Go IPIX!
I do not think a B-OM deal is likely anytime soon. Why would any pharmaceutical entity deploy precious capital to further develop a "non-COVID" drug under the following conditions?
Yeah, same here. eom
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Yeah. Mine does not even look at the statements for the 2 accounts I have IPIX in anymore. I didn’t even tell her if the recent news since I want to surprise when the really great news hits.
Call me superstitious.
Yeah, I feel you. When I first invested in CTIX over 7 years ago, my wife, upon learning how much I had invested in CTIX, rhetorically asked me, "Are You Crazy?", and, thus, the inspiration for my "handle" "CallMeCrazy" was born.
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Lmao. Yeah I hear you. Tough when you believe in something so strongly and your wife does not.
An effective Coronavirus vaccine may not be possible
That makes two of us. A very old saying from the U.S. westward movement era goes, "A pioneer is a fella with an arrow in his back".
COVID-19 could be a seasonal illness
The research led by Professor Michael Ward, an epidemiologist in the Sydney School of Veterinary Science at the University of Sydney, and two researchers from partner institution Fudan University School of Public Health in Shanghai, China, is the first peer-reviewed study of a relationship between climate and COVID-19 in the southern hemisphere.
"COVID-19 is likely to be a seasonal disease that recurs in periods of lower humidity. We need to be thinking if it's winter time, it could be COVID-19 time," said Professor Ward.
https://www.sciencedaily.com/releases/2020/06/200601134608.htm
"At summer's end don't forget to get your flu shot and "B" shot."
Thank you Farrell for your consistently high-quality, informative posts.
Focusing on B's task at hand and ignoring those ongoing skirmishes helps me.
FYI: Take it from this 7-year Vietnam Era Army veteran, it is highly-improper to say "Happy" Memorial Day. Visit "Arlington" (or any other national cemetery) and you will see there's nothing "Happy" about it. I don't think you meant any disrespect and I mean no disrespect in this post.
Don't know...don't care. I just hope the investing public remains ignorant about Brilacidin until I finish backing-up and loading the truck. I know what I own.
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Money is coming. I think they are in line to get it.
IMO, when B's efficacy against SARS-COV-2 becomes known, gov'ts & BP will line up to give it.
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Money is coming. I think they are in line to get it.
Because the U.S. & world needs as many COVID-19 therapeutic options as they can get there hands on. No therapy will be applicable to everyone.
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CallMeCrazy problem is if the 1-2 punch is a knockout, why would they continue trials for a 1-2- 3 punch. They are not going to spend for other trials.imo
I agree. My point in posting was to show that combo-therapeutic trials have begun and to look at the process.
I just hope the investing public will not become fed-up with the seemingly daily reports of some drug(s) showing "encouraging" results only to later fail. Remember "The Boy Who Cried Wolf".
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Remde lacks antiviral to trigger innate..necessary to activate an adaptive immune response. With Baricitinib? That's just mad science,imo. Toxicities issue will kill the combo I doubt the two combined will be any better.
NIH clinical trial testing antiviral remdesivir plus anti-inflammatory
https://www.msn.com/en-us/health/medical/coronavirus-question-lets-say-a-vaccine-proves-safe-and-effective-then-what/ar-BB145SBt?ocid=sf2
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Don’t underestimate the antivax movement. Even if a vaccine proves effective, between antivaxers and multimillion dosing ramp up, it’s unlikely that inoculations will achieve more than 25-30% population coverage in the first six months after approval. There will still be plenty of demand for an effective treatment between now and late 2021 regardless of a vaccine.
Coronavirus Vaccine Frontrunners Emerge, Rollouts Weighed
Genetic Engineering News "keeping an eye on" Brilacidin
Another possible COVID-19 related use for Brilacidin?
Apparently you missed the phrase "successful-B", which is synonymous with the word "if".
Assuming "B" will be as successful as most here (myself included) seem to think it will be, Why not ponder what other problems IPIX could encounter trying to provide B on a global scale?
The phrase (which you didn't use) "Putting the cart before the horse" is more applicable to planning & operational phases than it is to merely pondering the "what ifs" of global procurement of a possibly effective COVID-19 drug.
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See rules on the cart and the horse.
IPIX could face global MFG problems for successful-B
Gilead gets emergency FDA authorization for remdesivir and the stock closed down 4.82%.
https://www.msn.com/en-us/news/us/gilead-gets-emergency-fda-authorization-for-remdesivir-to-treat-coronavirus-trump-says/ar-BB13ucz9?ocid=msedgntp
This suggest to me that Wall St. doesn't believe the hype.
Why vaccine could come in years, not months.
https://www.thenation.com/article/society/cornonavirus-vaccine-development-fauci/