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Noretreat, how can I argue with that. The time to dilute is long passed, but hindsight is a powerful tool. I've often thought about why IPIX never did at those times. But Leo might have gotten infatuated with the IPIX potential, as most of us did. Now we wait, right?
All true noretreat, but we did not have the $30 million to do an ABSSSI fda3,and the pps was too shallow to dillute. If most(maybe even just one!) of the 5 major drugs pans out the "go it alone" strategy works well, if not we may be sool. But I am not expecting that.
Never minimize the value of Brilacidin for ABSSSI and so much more. The whole world is sadly deficient regarding new, targeted as well as wide spectrum antibiotics. Some are now going for hundreds up to a $1000 or more/day. Many more are needed as China and other countries waste them on livestock (Oh, almost forgot US farmers do mostly the same thing). I have always felt the side-effects were over-emphasized by some otherwise great posters. Either way, in the end IPIX will come out way ahead in this use. (I lost the article I just read in the area, if I find it I will post it, may have been in Science).
"when it ain't that complicated to run those numbers" Running the numbers is the easy part, as so many have said here, that is only step one.
"P failed"???
Thanks, KarinCA, had not seen this. Good point about the timing. I tend to be a bit skittish as I look at the net value of my ipix holding.
KFC, what bothers me is that the IPIX OM product is not among those studied, or even mentioned. The article was published June of this year. I presume most here read it.
A Review of Clinical Radioprotection and Chemoprotection for Oral Mucositis
Author links open overlay panel Bryan Oronsky *, Sharad Goyal †, Michelle M. Kim ‡, Pedro Cabrales §, Michelle Lybeck *, Scott Caroen *, Neil Oronsky ¶, Erica Burbano *, Corey Carter #, Arnold Oronsky **
Show more
https://doi.org/10.1016/j.tranon.2018.03.014Get rights and content
Under a Creative Commons license
Did Senator McCain receive VAL-083 under compassionate use? I can't recall a discussion of this?
No arguments with what you post kfcyahoo. I am mainly writing about Prurisol, though I also remain mildly optimistic re OM; just saying I can see a successful 2b come out of what we have seen for P. Needless to say I have not bought at the lows for quite some time.
You have no doubt read KarinCa and many other posts re how long and complex it is to prepare and analyze data. Are you disregarding all of that and still maintain that the 2b failed? Based on what? Have you ever gone into the journals to review completed research, i.e. data that has been scrubbed, statistical tests chosen, completed, maybe scrapped and then recut, presented in so many different ways. Maybe you should try and get through some. It takes a while and as noted, we are not talking about a huge staff. Doing the statistical analyses is easy, mostly automate after it has been entered (in itself not so easy), the rest is not.
Ig, I am a refugee from the old Yahoo, Finance board. Quick question. I am assuming that my warrants will net me zero, and my investment is in the doldrums till next year or later. Am I realistic?
Yes, great post Petemantx. I dove in ADXS at about the same time as I did IPIX, 3 or more years ago. ADXS paid its top Execs strong multiples of what Leo has made, lent the company nothing, dropped some uses because they did not see what the data implied early enough, and blew threw a couple of hundred million and still not one FDA 2b or 3. The science is still strong, none the less, but ADXS remains mostly a one trick pony, but with multiple uses. My IPIX bets (investments?) now equal my total in ADXS, but there are 5 or 6 or more very strong shots on goal here, and one there. Just saying.
wow, off by a facto of then. Appreciate the correction.
Hopefully, but we all saw KarinCA's copy of a final data analysis totaling, as I recall, in the 125 page zone. IPIX is not long on staff, could take more time, easily, imo.
I would add that the SEC is understaffed and underfunded, both political parties seem to like it that way. And both pick commissioners that are not very concerned about little investors, or big ones either, or so it seems. As noted, "if it falls in their laps" they will react. We get the government we want and expect, it seems.
I am still bothered by the criticisms re the 505 status for P. I have more confidence (hopes?)in the upcoming 2b results, just not sure how the 505 will play out.
It takes lots of time and thought to do an analysis. Lots of good posts re that. Didn't you see the sample FDA report posted by KarinCA? Check it out.
Yes, as a monotherapy, or possibly as adjuvant therapy.
Groton, maybe 8 weeks, yes, and maybe more. The time seems to go up almost exponentially with more patient samples. Hope the wait is worth it, 199 on a 2b is a nice number if the results are what we can hope for.
Just thought I would drop by and say "Hi" I too, am kind of a warrant loser. Would be nice if we could get copies of the warrant in paper, might be nice for the bottom of my bird cage, though my wife, if she found out what the joke was, would not like my clever papering.
They have made some good moves lately, but the greed and stupidity shown for years makes me kind of sick. Not much to do as I see my shares stagnate and my warrants go poof.
Great post Petermax, but let me find potential trouble with one phrase "anything less than decent double digit Billion dollar pricing" that is really unlikely, you do mean $10 Billion type of money, nah, not likely imo. Lots yes, but not 10 Billion level.
Maybe so when the company is starting all the back from the bacterial, pre-animal test stage. But we have gone through FDA2b nicely, and only have FDA 3 to go, and most would agree it is a very good bet. All we need is the $30 million. And of course the BPs may find it hard to get listed in formularies if they charge their usual 75 to 100K or more annually in charges, need I say usurious fees. This is why the nation needs agencies like HHS ASPR and FDA to fund many more drugs that the BPs may not find are worth it for them imo.
Not necessarily, there is a good chance that Brilacidin will address MDR bacterial strains. Wide open area, need lots of new anti-biotics. The world population is getting bigger, climate change and political unrest means more migrations, etc. The market is untapped.
Daubers, yes, agree much, wouldn't that be great, and with good enough data we could make more, and maybe at a lesser pps. The market is so big. We'll see soon enough.
Maybe not a 1-2 Billion dollar drug. This assumes ipix gets great results and charges the same outrageous prices.
Karin, I agree that Brilacidin ABSSSI was not pulled from research, but rather held in abeyance for cost driven reasons. I also believe that the FDA 3 is likely to be successful, and that side effects may be an issue, but not one likely to negate the wide uses and values. I hope I did not give the message I felt otherwise. I still check in the ""other" little board, there have been some good, though often skeptical posts, and I feel we all benefit by having ideas test every which way. Appreciate your knowledge and posts.
Basil, I agree with your post, but there are some reputable posters (Rayon/Ray from the old Yahoo board and from KarinCA's board, for example) that feel that B was pulled off the shelf because of potentially strong side effects. I see that as a possibility, but feel the need for newer anti-biotics that can deal with some of the new MDR bacterial strains would be useful regardless. But, as noted, all taken together, I agree with what you are saying, fwiw. GL
Loanranger, Just Google it, it is an old and pretty effective treatment, but has some bad side effects. But if it is Remicade or losing a few inches of bowel, Remicade is a good option.
George, Remicade (one of the first, if not the first immunologic), Humira and about 8 or 9 others have varying degrees of success and varying degrees of contraindications in the IBD-psoriasis-psoriatic arthritis-Crohn's continuum. And they all lose their effects over time, though not necessarily all their side effects. The difference is that they all have gone through an FDA 3 successfully. And IPIX has not. An oral compound with no/few debilitating side-effects that worked, even modestly, would be a hit. And if it did not cost $900 for less than 30 pills that would be a good thing for patients, insurers, hospital formularies,and even IPIX, though not necessarily for its competitors.
Unless I am mistake only the market maker (specialist) is legally allowed to do naked shorting, as an mm or "wearing the hat of a non-market maker". Of course it is done all the time and the SEC has neither the will, the staff, nor the regulations to police it.
Not a defender or critic of the FDA. But we do have to recognize that FDA is extremely underfunded because of "austerity" minded, too pharma friendly, R's and not countered by bought and sold Ds. FDA has other things that need fixing too, like some of the conflict of interest procedurals. Regardless, its folks usually act with good motives; the bureaucrats are generally relatively low paid, but highly skilled and professional. All of these issue factor in when we see obvious anomalies like the ridiculously long hold. I have been in HHS and known FDA staff, though was never one. FWIW
Good basic point, James, too easy to forget amidst the strangeness.
Good point, last time I looked on the Nasdaq site no short interest was listed for IPIX. I do think the market maker can do naked shorting on small caps but I have never verified that.
I agree, but at 10 I actually make a few bucks, by that I mean just enough to buy a Whopper or two (no fries, though).
In other words I am strongly hopeful,and modestly confident, fwiw.
Believable conversation, yes, but the whole extended conversation with estimates of multibillions of value implies 4-8 huge successes and we have only one 2b finished and reported, and one coming, and nothing else anywhere near. I am long for over 3 years, overbought in fact, and feel huge valuations a possibility, as well as .25 cent valuations. Just too early to tell, and too much not reported yet. These discussions too often convince the retirees to invest more of their 401's than justified, college kids to play with their tuition money, plungers to plunge, etc. And, to date, every single time this has happened, a good pop that is, the money ends up in the pockets of BP, and others and the bag holders lose.
Very succinct, very wise post, KMBJN. Even a moderatte response, however defined will be good. Huge market. We've all seen kids and people with varying degrees of plaque psoriasis and can appreciate the concern a parent, for example, would have using a biolgic with all of the potentially strong side effects on a child.
Interesting post slcimmuno. In addition to this option, some companies have been enlisting marcrophages (bacteria killing viruses) as another weapon against MDR bacteria. Normally, I would look to invest in either of these newer processes as they develop, but right now I am a bit gun shy re little bios.
What bother me most, really, is that the company site has not been updated for over a year. That is not such a good message for new investors, and certainly not for long term bag holders.