Innovation Pharmaceuticals Inc (IPIX)

[KMBJN]

Am just one person with an opinion, but IMO, the antibiotic properties of brilacidin are very clear from multiple Phase II trials. Just as good or better than standard of care. Problem is, it takes lots of $ to run large phase 3 trials, and apparently there isn't much money in antibiotics.

Anti-inflammatory and immunomodulation is where the biggest $ is at, and brilacidin just isn't quite there yet.

OM results were promising, but not definitive. If they were stronger, I'm sure we'd have a partner by now. I think it's a good bet going forward, but again, we don't have the $ to find out, and don't want to give it away too cheaply to a partner.

The small open label UP results were extremely promising, but we really have to wait on the larger randomized trial from AlfaSigma to have more confidence. I am confident on brilacidin's anti-inflammatory and immunomodulatory properties, but they aren't "proven" yet in randomized trials, IMO. I think the oral brilacidin for IBD could be a huge blockbuster.

Also, what is the mechanism of these properties outside of PDE4 inhibition? Would gain more confidence if that was well understood.

Thanks for the kind words and for your eloquent writing. Good luck on your novel, sounds fascinating.