Innovation Pharmaceuticals Inc (IPIX)

[CallMeCrazy]

After B-COVID'S "presumably" stellar P-2 results: What next?

Obviously, IMO, EUAs are first. Beginning with the U.S. then the WHO, India & the EU. Here's what seems to be lost on many here. After B-COVID's successful P-2 and EUA...B-COVID is MONETIZABLE in the billions...RIGHT NOW!

While the first-world countries (U.S.,UK, Canada, etc) are more than 50% fully vaccinated, by comparison:

28.3% of the world population has received at least one dose of a COVID-19 vaccine, and 14.6% is fully vaccinated...Only 1.1% of people in low-income countries have received at least one dose.

https://ourworldindata.org/covid-vaccinations

Let us not forget that an U.S. EUA will probably result in a billion-dollar order from the U.S. gov't for national defense and multi-national philanthropic purposes, as well as ease the way for IPIX to acquire other EUAs around the world. The EU and The WHO could expedite their B-COVID authorizations for some of the same purposes as the U.S.

We need PARTNERS, no doubt, for their manufacturing and distribution expertise, but before in-theater manufacturing entities can come into play, we must first have an authorization from the relevant authority, so EUAs are a prelude to writing billion-dollar orders overseas, as well as licensing agreements.

By now you might be wondering, well what about grant money or a B-COVID P-3? IMO, IPIX worrying about grant money at this time is akin to a welfare queen, who just hit the multi-state lottery jackpot, worrying about her welfare check on the following first-of-the-month. Whether it comes or not has nothing to do with IPIX's ability to make billions off B-COVID EUAs.

Likewise, B-COVID's P-3 has nothing to do with IPIX making EUA billions in the same way Remdesivir's P-3 had nothing to do with the EUA billions Gilead made prior to Remdesivir's P-3.

IMO, it would be foolish for Leo to make any new deals other than those necessary for IPIX to make its EUA billions. All deals are best made from a position of strength and Leo, with a billion or two in the bank, would be a much more formidable opponent at the bargaining table than our present, financially-challenged, Leo.

JOB NUMBER ONE: Getting the EUA billions should be PRIORITY NUMBER ONE. If lesser priorities (B-COVID P-3, other indications pipeline development or deals) can be accomplished at the same time then more power to Leo.

The COVID pandemic is a once-in-a-century opportunity and, imo, should not be approached from the standard drug development, business-as-usual posture. I am less concerned about the efficacy of B-COVID than I am about the efficacy of Leo's strategy to deploy an authorized (EUA) B-COVID around the globe.