Innovation Pharmaceuticals Inc (IPIX)

[williamssc]

Good reinstated post by PJ007
BioNY
chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://torreya.com/publications/pharmaceutical-valuation-in-licensing-dec2013-torreya.pdf

B-OM can now be considered a phase 3 substance which still has risk but diminishes with advanced phase and COVID studies showing B being well tolerated. My assumption is that partner will currently invest 13-15% of peak sales x 1.75 factor. That would mean $25-60 million upfront with 15-20% royalties unless they want to provide larger upfront with 8-10% royalties. I got this number by negating R&D costs and marketing to increase market penetration. Being a novel substance is big here since payers will see great value if they keep prices low to administer.

This provides significant funds to IPIX for further advancement as broad spectrum anti-viral while OM has the ability to provide significant income to IPIX for years to come. This is instant PPS to over $2-3.

I think now that payer analysis is completed there will be due diligence done on the analysis and then terms negotiations. I would expect a deal by annual financial report due date. All my opinion.