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Willimasc, sorry if I was confusing, I meant the view of FDA staff, not the view on IPIX, which I remain mildly to strongly positive on. FWIW
Karin CA, I believe that one reason that results are not always posted, and technically should be, is because FDA does not have the time/staff to monitor the site in detail, and posting of results would have no real effect on anything anyway. And still appreciate nerby's take on the FDA staff. Best to have a realistic, and not an overly negative or positive view.
Nice post, Nerby, and not just because it meets my own feelings.
"government bureaucracy in securities business is excruciatingly slow..." It is, because Congress short funds SEC and the FDA, and Trump's guys are not the best wither(neither were Obama's). It is them not the beleaguered bureaucrats that ate the culprits. Have you ever called your Congressman to complain? Sorry for the attitude, but until investors squeal we will continue to get slaughtered like pigs.
Mzport, I felt the same way. And we did have great legal representation, but Courts traditionally take care of lawyers first, and let them file almost anything. It is a fraternity small bios are not in. A law suit against Mako/Rosen would have likely lost and cost IPIX a ton. In the US you get the best justice you can afford, and I am no radical just a realist.
We are still trading, I am almost embarrassed to write I bought some a while ago. Just not much interest in buying or selling at these anemic prices (but for a few of us deranged longs).
Tx Karin and frol, I should have know that.
LilKahuna, I thought we still had to finish a Ph 2b, we'vw
just finished the Ph2. I don't think we were getting a 2b waived, am I missing something?
You reading my mind, Dane?
Dane, if it drifts much lower I'll break my no doubling down rule (again) and grab a few more shares. Getting 6-8 thousand shares for $1000 is too much to resist. A bargain, I hope, because there is a no return policy at these pps levels.
DaubeerUP, great reminder post, but kind of wish you did not remind me of December 2014. I was approaching $100,000 net value with my IPIX holding and lots in ADXS. Hmmm, no Christmas presents on those. Maybe a lots better value in December 2019. I can hope, yes?
Yep, BooDog, regardless of folks saying it means nothing, this little poster presentation could eventually mean a lot. The colitis-Crohn's-IBD continuum is huge across the word. Treatment solutions could help lots of folks and lots of IPIX longs.
Dane, we can hope, but most (all, in fact ) interim runups since 4.93 have ended up bear traps. IMO we need solid info (Could come from lots of places) before a runup that stay up. Hope I am wrong.
Seek the light, I am sorry if I am being argumentative re the good points you make. But I need to question one, your implication that federal agencies have issues. According to the research, fed employees make less, and are as, if not more efficient than private employees (and a whole lot more efficient than the huge and too often wasteful army of federal contractors). Recall, FDA could be even better if the Administration and Congress funded it adequately, on the other hand, Obama did not do much better in the two years when he was able to and really did not simplify much at all, ask Joe Biden. Slow review are a function of a lack of staff and overly complex regulations, not staff themselves. Of course, make the process more efficient, but adequate funding is necessary too. If not we are just kidding ourselves and substituting clichés for facts.
"new and improved FDA" not sure where you got this, smaller staff, more lower level employees, but are trying to make the process smoother, though FDA should not be a place you try and do more with less. Too much a stake.
JTorence, I agree with everything you said but I would substitute an MM play, at least in part, instead of the just the shorts. All the MMs have to do is raise the price just a bit more than usual, and too many longs start to believe this is it, instead of another bear trap. Of course it would be great to see this and the 10q drive the pps to over $1 and then who knows, but wishes are not dollars.
DauberUP, I actually believe the company re the $30 million price tag as being too high right now. I have long believed that since Brilacidin can treat MDRs that a pill, or at least an injection should be available, not just an iv or a topical. After reviewing it all once again it occurs to me that there are too many good reasons why a pill will not happen (too bad, as that would be where the real money was), there must be trouble with injections of which the company has not been specific about, and there is the very effective iv use, though this will not lead to the huge profits otherwise available. I've asked the compony why no injection and never got answered, so figure there is a good reason, though I do feel a fair question deserves a fair response, given that there is not apparent reason why this should be secret. Who knows. There has been wise speculation here why an injection is not going to be available, but I would like an answer some day, after all, there is real money riding on it (mine and ours). So, after all this, I don't think the ABSSSI use will be a billion dollar drug, just a good profit maker. I just can't believe a hospital/facility iv treatment for skin issues will be that huge. On this I could be really wrong, and I hope I am.
Nice catch, CallMECRAZY
Here Today, you could be right about the MMs, one reason could be that they expect (or are planning on a possible) big pop and want to have lots of low pps shares available. Also, since they can trade themselves, naked short and all, keeping a potential rising stock low for accumulation is not a bad strategy. The problem with the MMs seems to be that they apparently feel all the money on the table is theirs, and we longs are just a necessary nuisance. On the other hand, making market in a highly manipulated, once unfairly attacked little bio in the "unlisted Wild West" is always hard. Ok, so I have no sound theory either. FWIW
Agree, the source is very credible, though I'll bet in past decades their staffs were crowing about "tumor shrinkage" even when virtually all of the cancer patients died. Just sayin'. The irony is that I believe Kevetrin could be a huge thing, we just need some Ph2/2b type of proof before an even costlier Ph3. C'mon, don't you cringe a bit when you hear "Tumor shrinkage."
"actual tumor shrinkage is noted.” Just a reminder that this was what physicians said decades ago when they filled cancer patients up with Methotrexate, as they died bald and nauseated, before painful deaths. The words don't mean much, though we hope to see Kevetrin a success, but way too early to tell.
Right, it was tested intravenously against Daptomicin, very favorably. The question I raised with frrol, was why not an injectable, where the money (and the greatest need) is. I have asked Leo this same question, and never got an response. There probably is a clinical reason why there is no injectable; volume issues, as frroll contends, maybe. I'd just like to know. Yes, I obsess over this as anti-biotics for MDRs are needed to counteract growing resistance, as well as the IPIX share price. I worked for a federal medical/public health agency (PhD, not MD) one of whose roles was to fund anti-biotics for a variety of uses, with anti-WMD as one of them, so have been more than sensitive to these issues. RetiredPharma was a whiz in the area, from the old Yahoo board, but seems to have drifted away from IPIX.
Frrol, why not develop an injectable Brilacidin as an anti-biotic? When the cillins started out, for years they were injected, as were sulphas (not sure on this, though). Sure a pill would be nicer, but an injection would work, yes? There remains a real scarcity of systemically available anti-biotics for the growing MDRs.
Thanks, frol, I'd love to read more about this, I am not questioning your findings, just need to read more. Ray, from the old board made the same point, but I never got any sources to do some of my own dd on it. Because as an iv/topical, B is really limited to hospital use (maybe center use, too) but that is not where the big buck is.
Aculeus, on its face this looks great for B for absssi. But its use is only for skin infections, not systemic infections. I never understood why, given the vast need for more MDR drugs, B was not directed to pill form to also address systemic infections. Never got a satisfactory answer though I have plowed through lots of articles and posters and never got anything approaching an answer.
Yeah, a ten-bagger is rough to believe in, but it seems clear that Leo is still juggling all 5 (now 6) potential products, none of which have fallen off of the "decent to very good or more chance list." Still believe Leo wants to vault up to "big" little bio status, we will see.
And wasn't this junk Mako/Rosen used, too?
Pushing K is good news, regardless of the high fluff content of the PR. The only problem is a traditional one, even if IPIX is successful with a Ph2b, and even a Ph3 in two or more years, after a few years big pharma will come up with its own set of p53 modulators lessening the value of "the first modulator(s)". So, the potentially big money "time in the sun" is not decades, but years. A good thing, but has to be put in perspective, little bios just rarely turn into BPs in a decade or less. And my hunch has always been that is Leo's real agenda. To join the BPs, strange as that idea may be.
Mx, my point is that most little bios ae poorly run. And ours is far from the worst, though that does not imply much.
Until last year ADXS, another little bio, has compensation levels double and triple those at IPIX (Ok, ADXS is on its death bed with only one product a year or two from potential sale/approval.) Point is the compensation at IPIX is only outlandish if we fail, imo. We do have to pay for stars, its how they make a living. They could make more elsewhere, again, imo.
And, for two years it has been a picture of a clean anus. Very clean.
Amatuer17, there is a huge need for anti-biotics of all kinds, especially for those that address MDR strains, Brilacidin is in play right now. Never said K was proven to work, just that it has not been passed by. P has not been passed by either, that was the only point I was making; It is still a crap shoot.
"They are years away from coming to market if at all but world has moved on and got better alternatives." You make and repeat some good points, but not this one. Brilacidin for ABSSSI? The market has moved on from MRSA anti-biotics? hardly; Prurisol, not seen the Ph2b data so hard to say; Kevetrin, not even PH2a has been completed, etc.; Brilacidin for IBD/Crohn's/UC, vast market awaits an expanding variety of treatments; Brilacidin for OM is actually one use that will become less relevant as chemo/radiation slowly gives way to immunologic and similar novel therapies, in a decade or two.
taas is right, when I look at my Schwab account, I can't even focus on the red, stings too much. Mentioning it here would just makes me sad and embarrassed. And, if we added up all of the long posters' losses, I venture to say it would, sadly, exceed $2 million.
Thanks, Sox, most here, including me, have read that more than a few times. Nice to pull it out and reemphasize it. All in all the $10 million play is a good thing, In fact a very good thing, and not a bad thing at all. Five potentially good products, still in play.
Nice work, wsbc, I wish I could buy you a drink, but it would no doubt be virtual.
C'mon MX, "which K and P are DOA" based on what? This does not help much. I have a few shares, too, and am not happy but we need to be balanced. K and P are two, very different perspectives.
fingers crossed but just not that confident.
Farell, could not agree more. The IBD-UC-Crohn's continuum is huge, but I am still bothered that we have small data, great pictures but no PH 2b. I know BP could purchase early, but that seems just a bit too far out for a good deal. IPIX needs to fund its IBD 2b, then watch it grow. So Leo has to loosen up the Brilacidin for ABSSSI or the Prurisol (if it has good results) to get some funding. We can't just keep our cake and somehow expect it to all come out fine.
KarinCA, thoughts?