Innovation Pharmaceuticals Inc (IPIX)

[noretreat]

what outcomes do you think will be considered a success for both B OM and K U of B?

These two trials are like the game show "bonus round", where there is no competition and pretty much only good things can happen. Even if they don't work out, both B and K will still have very bright futures indeed.

B-OM looks to me like an attempt to stretch the platform, and it therefore has some risk associated with it. Certainly there is more risk than applying B to a "traditional" bacterial infection. On the other hand, the Standard of Care seems to be ice chips....hence there really is no competition. I like B's chances here but can't put a probability on it due to lack of prior data. This study breaks new ground. Success here will demonstrate the major differences between a defensin mimetic and a traditional antibiotic.

I have not seen the protocol for the AML trial, but I am assuming that PFS type measures will be key indicators. AML has a large number of sub-types and the prognosis varies widely, but at present relapse rates are high. The shorter intervals between doses and the addition of Kevetrin should help to induce remission faster and/or lengthen the time from remission to relapse. I think K's chances here are good.