Replies to post #212615 on Innovation Pharmaceuticals Inc (IPIX)

[LilyGDog]

BAM! Great response...

Go Leo & IPIX!

Infinity I beg to differ little bit.

Yes, prurisol is the least favorite of mine in IPIX pipeline. But if it ever gets approved it has its own unique charms, besides being an oral drug.

1. Not immunosuppressant
2. Presumably low manufacturing cost
One month of abacavir 600 mg daily has gone below 500 USD, Otezla is around 3000 to 4000 USD montly.

As to big pharma investing based P2a data. Some even prefer to do it then - because of the risk discounted price they can get. Novartis went public not so long time ago saying they see prices for late stage developmental drugs as too high and therefore prefer to go after riskier but cheaper earlier stage drugs.

It seems that my percentages, delightfully, do annoy you. Well, in that case, I can't resist but put few more here. These are from Otezla Esteem 1 and 2 (you know, those pivotal trials) and may help explain why I am optimistic even with prurisol.

Esteem 1, percentages for 2+ point drop in sPGA/IGA
Otezla 30 mg ITT = 526; 21.7 %
placebo ITT = 282, 3.7 %
Esteem 2, percentages for 2+ point drop in sPGA/IGA
Otezla 30 mg ITT = 274; 20.4 %
placebo ITT = 137, 4.4 %

Is it only stupid me, or does it look like prurisol percentages from that little trial can go down a lot in P3 trial and prurisol still eats Otezlas lunch?

[DaubersUP]

PP. great info. I’d like to add the company came out recently in a 10-Q saying they have confirmed they OWN 100% of Prurisol rights. No profit sharing.

[To infinity and beyond!]

we differ not at all over the potential of prurisol- That is news to no one. It has a lot of appeal- if it works.

Your percentages are silly, as you know full well- what were the patient numbers for the ESTEEM trials?

if prurisol were the only drug for IP right now, would you invest a lot of money based on what you understand about P2a results? How confident are you those percentages you cite for P2a will hold up?