Innovation Pharmaceuticals Inc (IPIX)

[slcimmuno]

Continued impressive IBD numbers!!! 10 of 15 evaluable patients (67%), in total, achieving a “high-bar” definition of Clinical Remission. And the numbers might have even been higher if the x2 patients hadn’t opted out of final Endoscopy.

The sub-score data reads similarly strong (Endoscopy: 11 of 15, 73%; Rectal Bleeding: 14 of 15, 93%; Stool Frequency: 15 of 15, 100%) … And nice to see the Endosopy Images – can only think more of those (Endoscopy vids) are what’s being shown to Big Rx, proof positive of mucosal healing… no one can claim IPIX didn’t do the PoC study the right (harder) way. Also: Farraye quote, a nice first to have a clinical expert chime in.

Like I posted earlier, Pfizer’s Xeljanz, up for NDA for UC, only had remission rates of 18% and mucosal healing as a secondary measure -- Ozanimod didn’t post that impressive of #s either in its Phase 2 with rather small Ns too. And this is the same Ozanimod that went for $7.2bn, for 3 indications, kind of like Mongersen, which had a deal valued at $2.7bn.

Not saying our valuation is there yet, of course, though those N=15 patients’ data looks Phenom, but does goes to show the $$$ thrown around once IBD drugs are validated in larger trials.

Zeljanz UC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=132966640
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Ozanimod UC
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=132970821

Anyway, one has to think someone under CDA is likely seriously considering moving on this data, as the signal suggests that Brilacidin could compete with the biologics, especially when optimally formulated (of course B IBD needs to be tested in larger #s and against placebo). Didn’t expect anything new on B OM (prob next update there will be trial ended, with possible Breakthrough designation to follow).

IPIX science delivers again…. Just need a first Signed Dotted Line, be it Brilacidin IBD or Prurisol PsO. Broken record, but very much liking the odds. And if a deal is signed we’re talking Big #s, however sliced and diced, front-end (10-15% one would hope) vs back-end (milestones/royalties)….