Innovation Pharmaceuticals Inc (IPIX)

[damnthetorpedoes]

It depends on the indications and how much you believe Polymedix' statements. Daptomycin supposedly has a $700M market and Vancomycin has a supposed $200M market. If Brilacidin picks up 50% of their market, that would be $500M.

BUT, if you believe Polymedix' claims that there is little-to-no likelihood of bacteria developing resistance to Brilacidin, and in light of many reports of bacteria strains becoming resistant to both Dapto and Vanco, and assuming P2B trials prove 1-3 day dosing, vs. 7 days for the alternatives, Brilacidin could literally take over the entire market. That would yield up to $1B market for MRSA and ABSSSI alone.

Brilacidin was also tested on a number of other gram positive bacteria in labs and supposedly worked well on over 1,000 strains, if I recall correctly, including Clostridium, Listeria and Enterococcus. If Brilacidin is approved for one indication, I'm certain it will be tested for others.

Potentially, it could replace numerous antibiotics, especially if it proves out that bacteria cannot develop resistance to it.

One thing I always wondered is why Polymedix never put any effort into developing what I felt would be their ultimate money maker: PMX-50003 - antimicrobial polymer biomaterials. Essentially, it is a product that could be applied to surfaces as a coating or paint or actually formulated into the material that would kill almost any bacteria on contact.