Replies to post #190781 on Innovation Pharmaceuticals Inc (IPIX)

[williamssc]

Good stuff. Hoping for patients to heal up and hair over like the mice:)

[frrol]

That's the plan and hope, we'll find out within a couple months. I'm continuing to buy, I think IPIX is worth $2, and multiples of that if B-OM and P results are strong.

[KMBJN]

Well, not quite. The figure shows something different.

At baseline had 19/28 of ITT population with IGA3 (moderate). At 12 weeks, had 7/28 with IGA3. They had 4 subjects drop out (*due to "attrition") with no IGA score at week 12 (and they exclude 4 additional subjects for some reason to get to the N=20 PP population).

Percent of change in population with IGA3 score is not equal to a change in PASI score, nor a PASI-75% responder rate.

We (FlashingLeather?) did previously discuss the IGA 2-point responder rate somewhere else for IGA3/moderate disease, which is the number you want.

Agree that P may do better with higher dose and more severe patients, but no guarantees in the extrapolation (as with anything).

[LilyGDog]

Cabel, thanks! Go Leo & IPIX!

If you look at the 200mg ITT population graph:

1) Moderate patients (grren line) started at 67.9% and ended at 25.0% or an improvement of 42.9%

2) Mild patients (purple line) started at 32.1% and ended at 17.9% or an improvement of 14.2%

Again given that it is a small patient pool,.. still the numbers are impressive,.. especially if you consider the Moderate patients ONLY.

If we had only MODERATE patients or even better, replace the MILD with SEVERE patients (which we are doing in Phase 2b),... we can logicially expect better overall results.

Add to that the fact we are upping the dose by 50% and 100% and going to the PASI standard of measurment instead of the IGA (which is more rigorous)

If we take the improvements in the Phase 2b trial:

1) increased dosage by 50% and 100%
2) PASI system instead of IGA
3) replace MILD with SEVERE patients

If those 3 improvments can help us at least hold the 42.9% improvement so that it actually is PASI75 improvement,... then we have easily beat Otezla because:

1) We act faster
2) We have much fewer side effects
3) We have a higher PASI75 of 42,9% to Otezla's PASI75 of 30%