BioVie Inc (BIVI)

[someconcerns]

Miles,

I agree completely, except for having bought a small position here already.

If I recall, and I'm sure you'll correct me if I have it wrong, B was going to be just the first in class of these difensin-mimetic antibiotics deriving from the PYMX IP. I think I also recall that both dads and the rest of the family own major portions of the NNAB stock.

Here comes the blue-sky part.

It would not be entirely far fetched to assume that no development of the second or third in class defensin mimetics will take place at CTIX unless they get on a sound financial footing.

Further, if the dads decide to sell CTIX and B + K + P to a major pharma they may have to continue working for the pharma for a while, but I have to imagine they may not have to sell the rest of the IP to that pharma.

So, B2, B3 and the autism compound could go elsewhere. Where better than NNAB?

Of course, if there is no buyout, only parnerships, Leo and Menon retain control of an ever-growing CTIX and my supposition is false. All the drugs get developed down the road by CTIX - as long as the patents haven't expired.

There is also the possibility of out-licensing P2 P3 etc, to another entity with the resources to develop them.

Just a thought.

Steve