Replies to post #214633 on Innovation Pharmaceuticals Inc (IPIX)

[PlentyParanoid]

BioH,
if there will be a licensing deal for B I am leaning towards
about 20 million upfront, 300 to 400 million tied with regulatory and commercialization milestones and 15 to 20 % royalty. As you said, it is their first deal plus I suspect that IPIX is looking to take at least one of their drugs thru regulatory approval by themselves. They will go for faster payments.

[joseytheoutlawwales]

Thank you for your response and thought process.
I work on the clinical side, including clinical trials but mainly with implantable devices, so the financial aspects of developing biopharma are daunting to me.

[scottsmith]

“We'll have a deal within 90 days.”

I think you may FINALLY be right. Your numbers may disappoint some. But not me.

[DaubersUP]

Agree. Less than 90 days. BP best start trying to climb over the BP in front.

[slcimmuno]

Agree lgly w your OM #s ($) and don’t forget Ph3 likely would be covered by partner, so add another $10-15m. A BTD Designation would help — IPIX has said they’re going to apply for —increase Value to partners and expedite enrollment, 1.5 to 2x faster (per McKinsey).

Many ways to structure-price Deals... link below. From 2015.

https://www.slideshare.net/mobile/gowlings/hot-topic-life-sciences-licensing-trends-and-issues

Personally I hope IPIX wants less upfront and goes for more on the backend — royalty stream — to put back into the pipeline. V much want to see BRI built out and what KEV might be able to do, p53 dream, once orally formulated.

As the CEO of this Merck spin out commented in reg to developing 1st in Class drugs, very hard to do... and IPIX is almost there... approaching pivotal trials:

—

“To be honest,” Roemer tells me, “we have a ways to go. The programs we in-licensed are up to lead optimization. Depending on the program, we have multiple years ahead of us to get into the clinic. But I’m not too concerned about that.”

What he is concerned about: Coming up “with the next new antibiotics class; a first-in-class agent. It’s a tremendous challenge, there’s a lot involved.”

https://endpts.com/merck-spinout-grabs-some-assets-and-launches-a-quest-for-the-holy-grail-in-antibiotics-rd/

—

Anyway, once the ink on a first IPIX Deal drys it ought to cause other Rx vetting the drugs to step up/ante up.

Tick-tock.

[ericseb2003]

What impact do you expect a deal of these terms would have on share price?

[ericseb2003]

BH, you are one of the more savvy posters on this board, going to ask again, what kind of impact do you believe the deal you suppose will have on share price? Any other posts that want to weigh in I'd be curious to hear any opinions.

[Yooper61]

$5 to $10 mil up front? Really? We paid $5 mil, invested in ABSSSI, B-UP and B-OM...$25-$30 mil. That,s a fraction of our cost, not to mention the advance in science. I will mark your post biotech veterin.

[joseytheoutlawwales]

Any alteration of this timeline, with present apparent ‘delays’ considered?

[JUST 10-11-12]

Well, I am hopeful of interest by more than one source: for all three substances(plus).

[joseytheoutlawwales]

Hopefully you are still correct in your thoughts of roughly 90 days.

Valuation suffering a bit; if only perceptive.

[TheBunny]

Leo's got no capital to proceed further, and there is no 3rd party verification.

You still think there will be some sort of deal by end of this month, April 2018 ?

Leo needs capital and 3rd party verification. Once a first deal is inked Leo and Art can afford to play hardball for future indications.

Tide is about to turn. OM is a big market with not a lot of good options. We'll have a deal within 90 days.