Innovation Pharmaceuticals Inc (IPIX)

[Empiricst1]

I think this was just posted, i.e. the Lucent2 Ph3 study. Good stuff for BP but still lots left in the approximately 44B market, as noted. We need to see what Alfasigma does, and I see no reason they would not try and claim a piece of this pie and, if successful a piece of IPIX, as they have the right of first refusal re an IPIX purchase/licensing. It is an IV treatment, not an enema, which does make it more tolerable that what AF is using. This all calls for some fast footwork by Leo, who I feel is smart, knows a bargain when he sees one, but does lack judgment as a little bp shell company leader, imo.