Innovation Pharmaceuticals Inc (IPIX)

[To infinity and beyond!]

Spending a bit more time this morning looking at the PISARRO results from Oct. Aprea just spent 2 years on getting dosing decided for apr246 after their initial p1. they have published little about results- 3 patients showed decreases in tumor size- one impressive, the other 2 good not great. They report data for only 2 patients with CA125, with very impressive results- normalization of ca125. Yes I know that what count is survival and that these data do not mean the drug will prove out

Once again I express my doubt that ctix will be able to establish dosing that will be optimal without multiple different trial arms that will take time.

I am encouraged by the fact that both drugs are about to enter randomized p2 - but aprea has way more data on different doses at this point and has been able to show at least some response.

Caveats are that apr246 might still fail and that if K works better none of this will matter