Replies to post #225948 on Innovation Pharmaceuticals Inc (IPIX)

[lousy engineer]

Who is not lying?

[williamssc]

B has finished three positive trials and is now centered in partnership talks so of course B would be the prime spot. Leo is waiting on P results just like everyone else then we'll see.

[Yooper61]

I believe they did say they didn’t want to jeopardize the statistical integrity of the trial. That means they did not break the blind; they didn’t look and not tell. I’ve asked fudsters many times…why no look? My answer is they had blinded data from the CRFs that did not show a strong signal of efficacy at 6 weeks. So what? Show any data from ANY other study that 6 week data is a predictor of 12 or 16 week efficacy. Otezal was studied at 12 weeks in mid-stage trials and went to 16 weeks in P3. Was Otezla’s 6 week data strong?

As they became aware of blinded 6 week data, they also became aware of the data on patients that reached 12 weeks. If blinded 12 week data was weak, they would have broken the blind to verify. They didn’t break the blind, and they proceeded to spend another $3.3M. Look at what Protagonist just did. Mgmt is not nearly as stupid as you make them out to be.

[sox040713]

That’s your speculation. It could also mean Leo didn’t receive the interim data from the CRO.

Let’s say he did receive the data. I’m not sure how much you can tell from an imcomplete population at week 6. Phase 2a (200 mg arm) result shows ~10% >= 2-point IGA improvement at week 6.

The DMC could recommend IPIX to end the trial early due to futility. Base on Leo’s frugal track record, he would’ve done it.

He just said that interim data will not be released - that could mean that he actually saw the data and was not impressed with it and decided not to share.