Innovation Pharmaceuticals Inc (IPIX)

[CallMeCrazy]

The Power of the Pandemic Changes Everything

The world's best-selling drug, Humira, took 15 years for its sales to go from $250M in 2003 to nearly $20B in 2018.

By comparison:

Moderna has already signed advance purchase agreements worth $18.4 billion for vaccine deliveries in 2021, the company said Thursday in reporting 2020 results. And it has more orders in the works: It's in talks to deliver more doses this year and next, and it’s involved in supply discussions with global organizations seeking to distribute coronavirus vaccines equitably worldwide. (emphasis added)

The company’s counterpart in the mRNA pandemic vaccine push, Pfizer, said earlier this month it expects $15 billion from its COVID-19 shot this year. The number could go up, Pfizer said, because it was still negotiating supply deals at the time.

https://www.fiercepharma.com/pharma/moderna-has-taken-orders-worth-18-4-billion-for-its-covid-19-vaccine-and-it-s-negotiating?mkt_tok=eyJpIjoiTkRFNU16ZGxOekE0TmpsbSIsInQiOiJjbkc4ekV5bE5Mb2ZKWXV3UVQxK25oTmRMSmh5WE9MU0NYS0V5UHZtbXhZZFVJYU5QeFhmSGVtbzhUZ3l6TnhxVTJwVWRnS1BOZ2FUSUNXUXpsTnNiUVZqRVc0MVVtWFo1UnZoUzF3NitYQWZubkY0TmQ4TTc0Z01HVzYxaFwvQmoifQ%3D%3D&mrkid=762402

See the time and monetary difference?

The world's first 2 effective COVID-19 vaccines together rack up $33B in sales, and counting, in less than a half-year on the market.

The world also needs effective COVID therapeutics:

Amid emerging coronavirus variants, the "direction of the future" will be in developing "potent antivirals" that directly act on the SARS-CoV-2 virus, Dr. Anthony Fauci said on Monday. Fauci, who was partaking in the White House’s COVID-19 briefing, said the nation would need to approach therapeutics similar to the "highly successful drug development program for HIV as well as Hepatitis C."

https://www.foxnews.com/health/developing-potent-antivirals-targeting-covid-19-direction-of-the-future-fauci-says

IMO, B-COVID chances of becoming the world's first efficacious-therapeutic drug are good and, if the vaccine example is applicable, the best-selling drug ever in its first year.

With proper supply chain and logistical planning, IPIX will still probably not be able to meet the entire world's demand in the first year, but as the first effective therapeutic drug to market it can rake in billions in sales, while locking up future business, just like the vaccines, before competition begin filing into the market.

Knowing Leo the way I think I do, I don't think he's considering any buyouts (I didn't say he wasn't listening) because I'm sure he realizes that the COVID indication will produce billions in it's FIRST YEAR (remember Humira's 1st yr sales of $250M) and simultaneously give IPIX the financial wherewithal to develop it's entire pipeline and,perhaps, thereafter entertain buyout offers from a position of "maximum value" and financial strength.

I'll be looking for Leo to partner with different pharmaceutical manufacturers in the various pharmaceutical hubs around the world. For example Leo could engage with pharma mfg in South Korea for purposes of servicing the China market or pharma mfg in Switzerland to cover the EU.

Leo is usually several steps ahead of what is being discussed on this board, and I think in this case those steps have landed him smack-dab in the middle of supply chain and logistical planning on a scale he's never approached before. The strategy here should be to maximize profit.

B-COVID is the indication upon which IPIX will lay its financial foundation after it produces "Big Pharma" revenues in its first year on the market. This I believe.