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Re: BioHedge post# 194171

Monday, 08/21/2017 1:35:35 PM

Monday, August 21, 2017 1:35:35 PM

Post# of 403248
Biohedge...posts like these are good to keep everyone grounded and thanks for the topic.

All this talk of partnership started early in the year...imo, 2 changes to timelines occurred. 1) P trial enrollment went at a slower pace than anticipated. It was my belief that IPIX would partner this first. 2) B-OM enrollment accelerated must faster than anticipated.

I think the combination of these two events will change the order for partnering. I'm sure Leo and Co. are focused on landing a deal for year end, but now I'm starting to think that partnership will be for B, but only because the OM trial will have top line data first.

To me the single most important corporate objective is having sufficient funds for all the indications of B. In my opinion, a small UP deal gets us there, a medium P deal or a medium OM deal will be more than enough.

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