Replies to Post #224109 onInnovation Pharmaceuticals Inc (IPIX)

Replies to #224109 on Innovation Pharmaceuticals Inc (IPIX)

waikikian

04/12/18 11:22 PM

#224110 RE: Whoops #224109

If that is true, what would the value of the co. be as it stands right now?

farrell90

04/12/18 11:41 PM

#224113 RE: Whoops #224109

Thoughtful, logical review of IPIX's current status. I agree with your assessment IPIX is preparing for a partnership/sale/buyout/buyin.

IPIX will be a different company soon.

All IMO, Farrell

biodoc

04/13/18 12:07 AM

#224115 RE: Whoops #224109

I'm thinking along the same lines.

Kevetrin was slow going but they got enough data to show intra-tumor modulation of p53 and it was apparently well tolerated with escalating but infrequent dosing. The ASCO presentations and other pre-clinical work are comprehensive and solid. We also know there's oral availability and bridging toxcicology studies that should allow for development of an oral formulation. It's a highly compelling advanced lead for BP and contrary to the continuous unsubstantiated board chatter, it has considerable value.

The Company is adhering to a value-building strategy born from discussions with larger pharmaceutical companies interested in Kevetrin, one of the world’s most advanced p53 drug candidates. Securing the right development partner for Kevetrin remains an important objective.

Brilacidin is a platform. It'll take deep pockets for multiple simultaneous trials for multiple indications in gastrointestinal diseases, infectious diseases, and dermatology. There's good early data for ABSSSI, ulcerative proctitis and oral mucositis. The ulcerative proctitis work should allow for formulation of product for ulcerative colitis and Crohn's. Of course there will be formulation challenges but BP won't be reinventing the wheel in developing these formulations. Acne, atopic dermatitis and Hidradenitis suppurativa are next and I sure wouldn't bet against Brilacidin effectiveness for these indications. BP has more than enough pre-clinical and related clinical data points to recognize the platform opportunity.

Prurisol is the unknown though the pre-clinical work with an excellent animal model supported by apparent clinical response at 200 mg qd are certainly encouraging. Now we wait to see if Prurisol is as good as or better than Otezla, or maybe not worth anything at all. In terms of efficacy, the focus is on PASI-75 but a well tolerated oral med may improve quality of life in part by reducing pruritus or the itching from the disease without a dramatic clearing of psoriatic plaque. I've harped on this for some time but Menon saw something in the lab to name the compound Prurisol.

The depth of the pipeline is remarkable. Kevetrin and Brilacidin have value to BP. The jury is still out for Prurisol.

I don't think we're gonna see any kind of deal until Ehrlich and Bertolino see all their cards, then they can weigh what I believe will be more than a few options.

biodoc