Innovation Pharmaceuticals Inc (IPIX)

[kfcyahoo]

"Today's headline was "Coverage Indicates 3X Greater Revenue Potential for Brilacidin Oral Rinse".

That seemed to refer to this, from the text:
"Most glaring was the analyst’s model projecting a course of treatment for Galera’s GC4419 at $15,400 (net). The price point is viewed as in-line with other supportive care treatments.
We conservatively modeled our Brilacidin Oral Rinse pricing at $5,000 for a course of treatment, leaving plenty of room for upward adjustment while providing the opportunity for a decisive pricing advantage."

I can point to the analysts support for that $15,400 cost number for Galera:
"We assume a course of therapy consists of 35 doses, administered over seven weeks, at a gross price of $550/dose, or $15,400 per course of therapy, net of applicable discounts and rebates (we assume 20%)."
So one IV infusion a day for 5 days a week at $550/infusion.

What I'm having trouble determining are the details of the Brilacidin Oral Rinse pricing for a full course at $5,000. Do you know where I can find them?
In the Phase 2 study:
"Patients will use an oral rinse 3 times daily for up to seven weeks during chemoradiation for head and neck cancer."
Is that the same rate of dosing that is reflected in the $5,000 course? 3/day for 7 5 day weeks is about $48/dose.
I couldn't find that anywhere, including here:
http://www.ipharminc.com/press-release/2019/11/13/innovation-pharmaceuticals-oral-cancer-on-the-rise-company-offers-perspectives-on-opportunity-of-brilacidin-for-the-prevention-of-oral-mucositis";

Yes, same dosage frequency: https://clinicaltrials.gov/ct2/show/study/NCT02324335?term=innovation+pharmaceuticals&draw=2&rank=2


"Does the "3X Greater Revenue Potential for Brilacidin Oral Rinse" come from an assumption that there is room for a tripling of the previously unknown price per dose of B-OM."

My thoughts, for your reflection. They(ipix) stated:

We conservatively modeled our Brilacidin Oral Rinse pricing at $5,000 for a course of treatment, leaving plenty of room for upward adjustment while providing the opportunity for a decisive pricing advantage."
I believe it likely boils down to pricing vs costs. If Galera costs are much higher, particularly due to administration costs((iv supervision(over paid healthcare ceo's/underlings), etc, money grubbers)/administration/documentation)), in today's age of fumble, stumble, and trip, it takes not long to escalate things, costs included.



"I need it dumbed down for me. Care to give it a try?"

My thoughts on the matters.