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The IPIX/U.S. Gov't Brilacidin Collaboration began 2.5 yrs Ago
and is a BIG part of Leo's strategy for Brilacidin's antiviral development.
Not disputing your characterization, buttttt
More Incentive For Gilead to Collaborate With IPIX
This highlights another point for IPIX/Gilead to consider
In a recent post I made a case for an IPIX/Gilead collaboration based on the likelihood that they could, together, develop a COVID-19 therapeutic as good or better than Paxlovid, for which Pfizer is projecting 2022 sales of $22B.
https://www.fiercepharma.com/pharma/pfizer-echoes-hopes-22b-paxlovid-sales-despite-reports-lagging-demand
That's sales of $22B within 12 months of receiving an FDA-EUA.
I believe Gilead is waiting on all/most of the data before committing to tens of millions dollars for the necessary clinical trials for an EUA.
If a Brilacidin/Remdesivir combo can show the same or better efficacy of Paxlovid then an EUA will almost assuredly be granted and will lead to large government (U.S. and others) orders in the billions of dollars. Other benefits include: NO MARKETING COSTS - NO DISTRIBUTION COSTS AND NO RAMPING UP DEMAND .
IMO, the B-OM negotiations are a good training session that should allow our negotiators to get on top of their game prior to conducting major negotiations on terms for a combo-antiviral worth billions of dollars.
IPIX can't expect Gilead to invest tens of millions of dollars and not receive a hefty stake in the future earnings of the antiviral.
If the data continues to support the Bri/Rem combo, Gilead stands to make billions from an investment in the tens of millions in a relatively short period of time (months not years).
Not only is demand in place for an effective COVID antiviral, but, most importantly, the PAYERS (gov'ts) are already lined-up with CASH-IN-HAND.
As Steve Harvey says on 'Family Feud'..."LET"S PLAY FAST MONEY!"
Senate proposes 2023 Spending/$16B for COVID Vaccines/therapeutics
Reinfection, severe outcome more common with BA.5 variant
"Paxlovid Rebound", Characterized As Rare, Occurring More Frequently
If Leo/Gilead are not talking...They Should Be!
NIH's number one preferred therapy for COVID, Paxlovid, is an antiviral therapy that consists of two separate medications (Nirmatrelvir & Ritonavir) packaged together that showed a clinical efficacy of 89% when it was issued an EUA by the FDA in December 2021. In the COVID-19 space, Pfizer is projecting worldwide sales of $29B for 2022. They have a virtual monopoly in this space.
https://www.statista.com/statistics/973523/top-drugs-by-year-on-year-sales-increase/
NIH's number two (and only other preferred) therapy, Remdesivir, along with Brilacidin, seem to have a synergism, in vitro, that suggest, when combined, this "dynamic-duo" could have efficacy equal to or superior to Paxlovid.
Agree runninggirl, IMO, this is basic business strategy
I suggested nearly 2 years ago that a part of Leo's strategic plan was to establish value and create a "bidding war." Bidders competing simultaneously benefits sellers.
Here's what I said nearly two years ago about B-COVID and applies to B-OM as well.
Is Leo Planning A 2024 Launch Of B-OM?
Another contagious Omicron mutation has emerged in U.S.
My favorite line is in the conclusion:
Great find fb: connecting the dots
I assume the potential deals you are referring to are B-ABSSSI/B-OM and K-OC.
IMO, potential suitors will find these indications attractive because they have completed a phase 2 with good efficacy data and they have special FDA designations (B-ABSSSI-QIDP,*** B-OM-Fast Track*** K-OC-Orphan Drug).
While anything is negotiable, IMO, Leo's overall strategy is to make deals on IPIX's lesser indications, like he did with Alfasigma (B-UP/UPS), with the idea being to create future revenue streams that will make it possible for IPIX to self-finance clinical trials for the more lucrative indications (B-UC/CD, Cancer, etc).
Message in reply to:
Ipix has enough data to make minimum two different deals for Brilacidin and one for Kevetrin. But there is not enough data yet for Brilacidin in the intestines. Look for news from Alfasigma soon.
Leo has enough data on B-OM for deal-making
Leo has done the Severe Oral Mucositis Math
News About Reddy Laboratories
Basilea announces approval for additional formulation of antifungal
Another possibility in the "and/or" category:
"Squalus and the development of the StingRay system are also supported by a grant from the BIRD Foundation "
Info to help understand what we partially-own: Squalus
Subjective question. Do your due-diligence and you decide.
Message in reply to:
Is this a good stock to buy?
Millirobot Climbing Around In Gut To Deliver dugs
Next up NOT polio but Monkeypox
To corroborate this point in your post:
Bacteria with antibiotic resistant genes discovered in Antarctica
Perhaps this will add a little clarity.
Bipartisan Group's $100B Plan To Prevent Next Pandemic
The Rationale Behind Leo's "B" Strategy Appears Sound
Hospitalized Patients With Severe COVID-19 = Much BP Failure
Pfizer expects C-19 M-M Antiviral 2022 Sales $22B
Trust-N-Gov't predictor of country's ability to reduce COVID
Antimicrobial resistance linked globally to 1.27M deaths 2019
100,000+ NEW Viruses, 9-New Coronaviruses, Discovered by Supercomputer
Small molecular antivirals needed to combat the pandemic
FDA authorizes remdesivir as COVID-19 outpatient therapy
FDA authorizes antiviral drug remdesivir as an outpatient therapy for people with COVID-19
https://www.washingtonpost.com/health/2022/01/21/remdesivir-covid-outpatient-drug/?fbclid=IwAR08rEPNtppirYUEH-B6w1jq_PUtB2k9U_YOzqICSaYxLypG9iRNPcKrOOQ
Antibiotic Resistance killed 1.2M people in 2019