Innovation Pharmaceuticals Inc (IPIX)

[slcimmuno]

thx for compiling these -
re the New Blog
just got around to re-reading...
chock-full of cites, to my liking

got me Googling -- as BRI is my fave compound - came across some research out today about other groups following same path as IPIX and BRI ... synthetic AMPS (polymers) - but way Way behind us / see below

also - for those saying Mr Market Gets It Right (as reason for our depressed share price), and the Smarty Pants Analysts who get paid the Big Bucks, well, just refer to the DERMIRA acne results - oops - and lucky for us IPIX isn't a Binary play

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http://www.newsweek.com/scientists-create-wonder-substance-which-can-kill-5-deadly-drug-resistant-832959

https://www.nature.com/articles/s41467-018-03325-6

While exhibiting broad-spectrum antimicrobial activities, antimicrobial peptides possess certain inherent limitations such as high manufacturing costs and in vivo toxicity, which limits their systemic applications in the clinic although they are currently used in topical treatments8, 13. Significant efforts have thus been directed toward the development of synthetic antimicrobial polymers as pioneered by DeGrado and colleagues14, Gellman and colleagues15, Tew and colleagues9, 10, and Kuroda and colleagues16, 17. Most antimicrobial polymers reported in the literature have non-degradable backbones, which may potentially lead to accumulation in the body and long-term toxicity. In addition, the related studies mainly focused on structure–activity relationships through evaluation of in vitro antimicrobial and hemolytic activities.

One of the Article Authors is at IBM

“We are trying to emulate the exact way that our innate immune system works,” says James Hedrick, a researcher at IBM. He and his team published their findings in a paper out this week in the journal Nature Communications. Our immune systems target a microbe and lyse its membrane, he says—we destroy cellular invaders by breaking down their protective barriers. “When you get an infection, right away your body secretes antimicrobial peptides, which is simply a fancy word for a polymer.” (A polymer, by the way, is also just a fancy word for a big molecule.) In recent years, many scientists have focused on creating these big molecules in the lab.

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So far, all of their studies have been done in mice, but Hendrick says his team is ready to move to human clinical trials. For IBM, that means partnering with a pharmaceutical company to bring the polymer into clinical trials and, potentially, develop it into a drug.

https://www.popsci.com/ibm-synthetic-molecule-antibiotic-resistant-bacteria

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For binary stocks such as Dermira, such pressures often lead to overoptimistic predictions of a trial's likelihood of success, premature stoking of an M&A premium and high price targets.

Eight of nine analysts tracked by Bloomberg had "buy" ratings on the stock on Friday, and their average price target suggested Dermira's shares were undervalued by more than 35 percent. By Monday, shares were down 62 percent from Friday's close.  
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Analysts also sometimes soft-pedal the potential impact of failure as they predict success. Mizuho analyst Irina Koffler suggested before Monday's data release that a failure could send shares down to $17, with the company's other programs providing a floor. After Monday's news, Dermira shares hovered around $9.44. 

https://www.bloomberg.com/gadfly/articles/2018-03-05/dermira-acne-drug-failure-what-biotech-binary-means