Replies to post #203921 on Innovation Pharmaceuticals Inc (IPIX)

[DaubersUP]

They terms he uses represent multiples as well. Maybe there will be multiple licenses and partners. Europe, US? Etc.... we will find out on enough.

[Bruinfan4ever]

I still think topline will be good but trust me, don't bank on a partner

Sorry. I don't trust anybody that says "Trust Me"

[Blue Fin]

Nor did Leo say there is a partner, someone setting it up to make it appear that Leo PR'D a partnership is in place would be dishonest.

[top123]

Six- I am interested to hear your thesis as to why no partner even if and as you said " I still think topline will be good but trust me, don't bank on a partner." WHY NO PARTNER?

[grooveshark]

"I realized years ago that Leo always gives himself an out. He's very slick. I still think topline will be good but trust me, don't bank on a partner. I'll get slammed for that but let's see what happens."

I think you're right, but for the wrong reasons. Look what Leo did in holding off on the P interim - that one is much more of a crap shoot, if only b/c there are competitors already in that space. I think everyone here thinks BOM will be good, but I don't expect a partner until P results are out in 1Q '18.

If P is good then Leo is negotiating from a position of strength. If P is bad I think we'll see a partner for BOM the next day. That's a much smarter way to operate, and to protect shareholder value. See what you have first, then deal.

We'll see how it plays out, but I'd be looking for that.