Lots of events this past week that should make the rest of the month, and summer, quite interesting.
Main news was the Pfizer fund, the DISARM proclamation, the Eureka announcement of further B investigation at George Mason U for which IPIX paid $35MM, and the statement by Leo to callers Fri that there would be some news (thru a PR) this upcoming week based on new information received from the bio labs.
My interpretation of ongoing investigations/workings by IPIX for funding/etc:
1. We will get news this week, but I don't think it may be about results of the lung tissue tests. I do believe the news will allow stockholders to get a better idea of how IPIX is approaching this summer as to grants, further B investigations, willingness to partner now or wait to see how grant money plays out, and setting things up for the almost certified human testing to commence hopefully NLT the end of the summer.
2. It seems to me that all this additional lab work across many areas for B against CV19 is the medical community getting their ducks in a row for the human trial of B in terms of max dosage, timing of treatment, length of treatment, defining end points, and in general being able to go IMMEDIATELY from announcement of human lung tissue results into a human trial. Who knows, maybe a top hospital will want to partner with us for the human trial to gain recognition for coming up with the premiere treatment for CV-19. Medicine (WHO, CDC, Dr. Fauci, Trump Administration,etc) has had nothing but egg on their face from ALL prior drugs mentioned to be the real deal. They don't need another so they are making sure everything is checked before public finds out about the drug (Brilacidin). As such, we may have a number of weeks to go to get any lung tissue result PR. I hope that is not so but am prepared for it to happen.
3. We will find out if IPIX is willing to give away a large portion of the revenues for CV-19 to a BP to get in the game or if they are going to wait for grants to take B into human trials by themselves and reap the total benefits when it proves a truly wonderful treatment. This is the game changer type of play Leo has always believed Brilacidin (and Kevetrin) are capable of attaining and now that he has a chance to go for the gold, will he? If he is planning on going alone, don't expect to hear much on the OM/IBD front during the summer. Again, no need to give away the house if CV-19 revenue should allow IPIX to run any and all tests themselves to bring these various B indications to market. It would also elevate IPIX to a Regeneron level of being a BP, albeit a smaller one than most others.
4. No way Leo is selling the company at this time!! He didn't get this far to take pennies on the dollars. He and Dr. Menon didn't insert the poison pill into IPIX long ago to make sure IPIX couldn't be bought out without their approval. Does anyone that feels B alone should be a GREAT drug really believe it should be sold, along with K, for less than $2B? Preposterous.
5. Nobody should take this post at face value without looking at each statement and evaluating whether it makes sense or not. Same with all posts as there are such diametrically opposed views on this board.
AI
