"The other point which makes this more significant is OraLogiK has signed very few agreements for use of their technology." Significant good? Because that just seems to highlight the fact that they haven't found a lot of takers for their technology. Aren't there experienced delayed release pill designers that IPIX could be using?
"BDD, the developer of OraLogiK, is based in Scotland. Relatively close to IPIX's European subsidiary's office" Relative to what? It's an 8 hour trip including the ferry ride. Beverly is closer to Baltimore than Glasgow is to Cork.
"CoreRX, an American company based in Floida, also develops oral segmental release pills with its multilayered technology." Clearwater, to be specific. In fact the CEO lives closer to CoreRx than Cork is to Glasgow, a lot closer. Why aren't they doing the pill? Leo could sashay on over every once in a while to see how it's going.
"Dr. Bertolino led the early clinical program of Cosentyx™ (secukinumab)"...but he didn't see the Prurisol failure coming for some reason. https://www.cosentyx.com/
Dr. B left Novartis after 5 years, landing at Revance (which still doesn't have an approved drug). Was his departure from Novartis by choice (Was his departure from Revance amenable, for that matter?)? I wouldn't be asking such a FUDdy question if you and others didn't speculate that "When you add Dr Bertilino's past connection to Novartis there is a lot of circumstantial evidence to suspect Novartis as one of IPIX suitors."
BDD/Novartis/IPIX is a decent connection. Bertolino may add to OR detract from it.
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