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The vaccines are still helping but it's becoming very clear that their performance has significantly degraded from what it was six months ago.
Whether that is due to changes in the virus or waning antibody response we probably don't have the data to conclude. It's likely a bit of both.
Four weeks or less to see if Brilacidin will be ready for Round 2 in the COVID bout.
Go IPIX!
That's one possibility. Far too soon to make that call though.
I think some of B-COVID's pallbearers are going to be very surprised when B hops out of the casket and does a jig later this month.
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Its tricky. This side effects might be worth pulling some one on a ventilator back from the brink of death....but not mild-moderate patients.
Lets hope B comes through.
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Merck made $15B in market cap today.
Any idea what that does to the IPIX share price even if a partner takes 80%? $5+
If we land a 50/50? $15/share.
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Billions per quarter on the line. Time is of the essence.
REGN antibody treatment is $10B/year.
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Kinda wish I had a hard stop loss in place when the Mako article hit. Yeah they would have stolen my shares at 1.75 but it would have saved me $1.50/share and six years.
It only feels like getting robbed at the time...but for anyone who got their stop loss hit at $0.25+ its a blessing.
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The trial isn't including people on ventilators at the time of dosing:
See the trial exclusion criteria:
Requiring invasive mechanical ventilation and/or extracorporeal membrane oxygenation (ECMO) at the time of randomization.
The Compassionate Use patients already ran the SOC course AND were on ventilation for days before getting Brilacidin.
I'm not seeing the problem with the endpoint. Ideally Brilacidin keeps our trial participants off the ventilator or gets them off after a brief stint.
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Price and volume says no one knows anything.
If someone knew something there would be significant buying/selling.
Everyone - long, short, on the sidelines - is waiting ready to move based on results.
This trial is air tight.
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I'm not anyone at the company nor do I know anyone or anyone related to anyone at the company.
I'm a simple common stock holder.
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Been hearing this pitch since 2014 just with little changes.
THE BACTERIA KILLER.
THE CANCER KILLER.
THE PSORIASIS KILLER.
THE INFLAMMATION KILLER.
THE VIRUS KILLER.
Lets just see if we get decent COVID results. If we do, then we can start fantasizing about air strips and $50/share.
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Yes...what are you arguing with me about?
CTAP or not CTAP we're partnering with BP or getting bought out. I agree we have neither the time nor the funding to jump into phase 3 ourselves let alone ramp manufacturing for EUA.
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PS I'm not Leo. I’ve explained this how many times to you?
Yes but EUA will require manufacturing capability ASAP. Only a BP can provide that. If results are good we need to start a Phase 3 and ramp manufacturing yesterday so that we have a real shot at EUA.
Regeneron is making $2.5B/quarter on their antibody treatment. Waiting months and months to get government funding is not a good option. I expect we'll be on the market through EUA with a BP partner long before we see a single dollar of direct government funding.
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B can't reverse lung damage. It can ratchet down the inflammation and clear the virus so that other treatments and time can hopefully undo some of the damage. Hopefully B works wonders so that no one has to go on to a ventilator in the first place.
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It's pretty much a given. We dont have the money to run a phase 3 let alone contract manufacturing for EUA. The government can't be relied upon to quickly fund this.
A partnership or buyout is really the only way for an expedient and scaled out future should this trial be good.
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Interesting read over coffee, Billy. Thanks for investing the time. Hopefully you are correct.
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India has much denser poor populations with vastly inferior hospitals for the masses.
Among those poor Indian populations the major risk factors for COVID mortality (obese, hypertension, diabetes, extremely old age) are much much lower. The lazy, gluttonous, and elderly population of the United States would be expected to have some of the highest COVID mortality rates in the world.
The US healthcare system is relatively good at prolonging the lives of infirm against chronic conditions. Despite much better hospitals, the US health system doesn't have a much better answer to COVID than the Indian system due to lack of therapeutics. The oxygen, ventilators, and steroids only help so much.
Also, the US does extreme amounts of testing and accounting of COVID disease and death. I suspect the incidence of reporting is significantly lower among lower class Indian populations.
Stack all this together and I don't find the numbers between these countries all that surprising.
Just hoping Brilacidin knocks it out of the park next month.
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I might be reading it wrong but I think it was 5600 yesterday and 7800 today globally.
https://www.worldometers.info/coronavirus/#main_table
Hope this is true. Still questionable. Or at least many questions.
How often does the virus not clear within six weeks? What is the viral load in ventilator patients typically at the 4-6 week mark? Do they usually die in that period?
Maybe "COVID Free" meant no more COVID symptoms rather than viral load indicating the anti-inflammatory part of B helped.
Why 10 day? Maybe he got the duration wrong? Maybe if it was improving things and having no apparent side effects they just kept dosing?
Could be trying to juice the stock for a quick buck. Could be the miracle.
We'll know at the end of the month.
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Just hoping we have a reality on our hands by the end of October. I don't think I can handle any more possibilities.
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I remember when Gandalf took his Brilacidin and then told the Balrog that he shall not pass.
Brilacidin cleaned him up so good he went from gray to white.
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Adenovirus is more exciting than all the others combined.
About the only thing with more potential than that is a working Kevetrin.
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Ah *426*. I remember when the stock price was $4.26.
Better days...
Let's get back there.
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Trying to get him to stop spreading misinformation designed to hurt the CEO and the company.
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I am not Leo. I have told you this at least three times now. I don't know why you continually want to paint the picture that Leo is here posting.
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You'll know when it's locked.
When you've been here long enough you get a feel for how long things take. Nothing is ever early with IPIX.
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That was B-UP that netted us $400K. The share price is down substantially from the start of that trial.
We have been up substantially and in a sustained fashion from where we started prior to the B-UC phase 1. Yes, I know it was due to COVID and not B-UC but...
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How is a false-positive worse than a false-negative with regard to wild spreading of the virus?
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Well...3/4 Brilacidin trials have failed to produce any lasting gains for shareholders. B-UC phase 1 is the only exception. Hopefully B-COVID will be standing by it's side before the year is out as well.
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Correct. If CYDY can be squelched so can IPIX.
Leo is doing right by shareholders to follow the process to the letter.
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Looking to load more in the truck at $0.19.
That sinking feeling is starting to set in. People are right to be worried here.
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It was basically over. $0.06/share, six figures cash, seven figures liabilities.
COVID brought a price and volume surge that allowed us to raise previously unthinkable amounts of money while sustaining a large increase in the stock price.
Attempting to raise $12M without COVID probably would have sent the stock sub penny and the outstanding shares to the 600M cap before we even raised half of it.
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The handling of Prurisol was truly the end of the company. Only the possibility of the COVID hail mary is left to turn things around.
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What coming storm and when has IPIX ever been a safe harbor?
Absolutely not. Why would you sell your shares at such a pivotal moment?
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The likelyhood of sabotage has never been higher.
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"How smart will they look when they are forced to REVOKE REMDESIVIR'S APPROVAL? "
They won't have to and will save a lot of face by immediately EUAing the Rem/Bril SOC. Covers up their corruption and we get paid. Win win.
Go IPIX!