Innovation Pharmaceuticals Inc (IPIX)

[macnqueso]

Agreed. We think the market ought to respond immediately to material information. It does not. It has certainly taken me awhile to digest the full impact of the polymedix acquisition... the more I learn about it the happier I am with it... long horizon investors were given a gift... imo... akin to a forward stock split... where each of us once held x number of shares of CTIX... we now also hold x number of shares of polymedix... almost as though our shares have taken on a two for one quality...

At this point the market has not recognized this acquisition... we are trading as though the R&R update never happened and all Leo said was K continues in P1 and the POC has been canceled in favor of a P2/3 in the near future... the last thing in the headlines for polymedix were the negatives... bankruptcy, dilution, safety concerns and so on... those are the very last things the market heard about this company until Leo poked his head up out of the courtroom and say we just bought it... funny how Leo and Dr. Menon didn't buy the bankruptcy or the debt or the dilution, and they fully understand the safety issues... both what it means and what it does NOT mean... they cherry picked...

Funny how the market, and not long ago at that, valued this pipeline in the mid 200 millions... more than CTIX is valued at now... and that valuation included all of the negative possibilities as well as the positive possibilities of the pipeline... CTIX could easily gain 100 to 200 million in market cap value without any additional material pr... just by the market catching up to the pr that has already been... a buck or two on the pps is quite possible... the market is sometimes slow to respond, but it gets it right over time...

I agree, this has become an excellent arbitrage play... and while material prs will certainly help... they are not required to move this forward... once the market recognizes the differential... and the market won't announce it in a pr... it will announce it with increased volume and rising pps... once the market recognizes the differential... the pps will move to close the gap...