Innovation Pharmaceuticals Inc (IPIX)

[PlentyParanoid]

Chill Off! Data looks good!

I have this strange habit that years of savage ridiculing on all sorts of boards have not been able to cure: I look at the results and I think about what I see, then I scream if warranted. Here the preference seems to be the opposite: scream first then think if warranted.

If you take a look at the Kaplan Meier curve tracing the time of incidence for severe OM provided in today's PR you should notice that due to censoring towards the end of observation period (after week 10 or day 70) THE CURVE WILL NEVER reach median in Brilacidin arm. The same will be true for the median duration of severe OM in Brilacidin arm.

And while the censoring may have a minor effect on incidence time median for Brilacidin (treating censors as indicidences would put median somewhere after 70 days, and THAT IS THE WORST CASE SCENARIO) they have more profound effect on severe OM duration.

Because Leo does not have stable medians for the durations at hand he can't say definitely what is the difference in durations of severe OM between B and placebo. Leo made an honest statement, if you ask me.

Otherwise the addition of time to severe OM info tells me this rather OBVIOUS THING:

Brilacidin has now beaten Validive (link to offcial, nicely formatted data) and Dusquetide (link to MS word doc) in ALL MEASURES WE HAVE COMPARATIVE INFO:

Incidence rate:
Brilacidin vs placebo : 36.8% - 42.9% vs 60 %
Validive vs placebo: 42.6 % - 47.6 % vs 60 % (excluding missing values)
Dusquetide vs placebo: 67 % - 79 % vs 74 %

Median time to incidence of severe OM in days:
Brilacidin vs placebo : Not reached! vs 36 days
Validive vs placebo: 42 - 45 days vs 36 days
Dusquetide vs placebo: 41 - 59 days vs 42 days

BTW1: In case some of you are planning to went about censoring and the time to onset. Don't bother. As I said: Treating censors as incidences would STILL put median for B beyond 70 days. QED

BTW2: Both Validive and Dusquetide are in P3. What should a big fat CEO of a big fat pharma co to do about Brilacidin?

BTW3: The median for duration of severe OM has never been reported for Validive. For Dusquetide it was reported to be 9 - 14 vs 18 days days (placebo), in a study where the duration of OM was driven by subjects treated with cisplatin every 3rd week - in placebo group median for them was 30 days, What it was for subjects treated with weekly cisplatin? Oh, not reported. Should we wonder why?