Replies to post #233552 on Innovation Pharmaceuticals Inc (IPIX)

[Citrati]

Excellent work and analysis.

Appreciate your efforts.

[Hazelhurst]

Spoiler alert. Great find!

[Hazelhurst]

Here's a screenshot of what Daubers found:

[Here Today]

Ahhh Daubers.... Now everyone is going to want to buy and raise the price per share before I can buy some more next week..... ;(
Lol

For all the naysayers, they look to pick and choose the "Variable" info that they can manipulate into how they want something to be read and understood and MISS what is actually staring them right in the face.

[biodoc]

Great work DaubersUP!

Nice to see it in writing and consistent with what Leo has expressed or suggested. For B-OM alone, an oncology-focused midsize pharma might allow for the most generous upfront payment and a more efficient vehicle to marketing approval than a BP. Perhaps a company like Eisai. I'm sure there are a bunch of others that would be a good fit with the resources to efficiently move B-OM forward.

“BD Agreement” means a significant licensing arrangement with a pharmaceutical company that will include an initial (“up-front”) payment to the Company in an amount in the double-digits millions of dollars and will arrange for such pharmaceutical company to undertake the continuing development of the Company’s Brilacidin compound in the indication of Oral Mucositis, including the conducting and funding of clinical trials aiming towards the filing of an NDA.
https://www.bamsec.com/filing/147793218003269/4?cik=1355250

biodoc

[scottsmith]

This is actually very bad news. In order to get the additional money from aspire, ipix not only has to receive 10mm dollars, they also must convince the pharma to pay for the trial. This is not a promising development. Aspire is really doing a brilliant CYA.

[Here Today]

What did I say yesterday?

"For all the naysayers, they look to pick and choose the "Variable" info that they can manipulate into how they want something to be read and understood and MISS what is actually staring them right in the"

Lol. You can't make this stuff up about how some will post very obscure or twist what is written into seeing to their advantage. And look who is the first this morning to start that line of thinking?

[sox040713]

Great catch, Daubers! I think Leo has two offers on the table for B-OM, one with BTD and one without. That’s probably why the BTD milestone was listed before a licensing agreement.

P result could also be a factor for a B-OM deal. If the trial is positive, Leo might ask for less unfront payment and more royalty. If the result is negative, Leo might ask for more upfront payment and less royalty.

[seek the light]

DaubersUP....I think the BD is for sure on B for OM, and it is by management design to maximize the value of the pipeline for the shareholders. I believe it is a vote of confidence by management on P trial meeting its end points with very nice statistical significance. And the company being able to save more of the P franchise for latter in the approval process. I think the company is very serious about being able to move forward on P under the 505[B][2] pathway for approval.

I am very excited about the B franchise but there is one problem that could lessen the potential of the drug, but that problem does not come into play,imo, in the OM designation. Notice i did not say the problem is impossible to solve. And of course, B will in all likelihood get the BTD designation from the FDA which will lead to reduced time to approval.

All the above JMO!