Your scenario says that P turns out as good as George predicts. How much value are you then saying P has alone? I say in excess of $5B since it would make P most likely the go to treatment for P for the next 15 years or so at $10B+/yr market.
I don't understand all the talk about IPIX having to sell a platform, much less the whole company, unless a BP offers up a s**tload of money. They can license a platform and collect massive royalties for years since all 3 drugs should be valued in the double digit billions (and not the teens if they do anything close to possibilities).
Yes, IPIX has to non-maximize one platform now to get some needed cash and help in future trials cost for one drug, thus allowing them to maximize the other 2. So in my opinion that works out to about 2 1/2 drugs for IPIX at max value.
But IMO any talk of selling the company for $5B is as ludicrous as the bashers talking about Leo being a snake in the grass. Cobalt is now about the hottest metal going due to elec cars, so if an exploration company found the largest cobalt deposit in the world would you say they have a few billion in value since they don't have any revenues yet, but once they start mining they will be worth hundreds of billions?
Same goes for IPIX. IMO we have the most lucrative pipeline to offer to BP in decades, maybe of all time. We will have proven our products (after P results)thru P2 clinical trials and expectations that these products will also be quite noteworthy on dermatology related problems, auto-immune problems, IBD problems, eye/ear infection problems, can be used in massive industrial applications via B polymer, etc yet we are to kneel and grovel at the feet of BP for a measly $5B just because they haven't started bringing in revenues yet?
If they don't want to pay up, then I would start licensing out indications piecemeal and tell them they can worry about overlapping licenses since they didn't want the platform in its entirety when offered and use the upfront money for further trials.
IPIX isn't approaching BP with hat in hand, we are approaching them with the opportunity of a lifetime and should be paid as such.
This talk reminds me of the TV show Shark Tank where someone came up with a great idea and these financial thugs want to get all the cream for a mere pittance of a few bucks. Makes me sick so I don't watch the show and makes me sick to hear anyone suggesting IPIX should act that way. What we have is the result of genius thinking and should be paid as same.
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