Replies to post #273602 on Innovation Pharmaceuticals Inc (IPIX)

[Empiricst1]

"What is your view? Think we're gonna see a non-Alfasigma B-OM deal by mid-Nov? Why, or why not? I give it a good chance." I don't have a strongly held opinion and not much new to set forth. I am troubled that B-OM treatment prices, which are likely to be low are a double edged sword. Good for patients and eventual inclusion in hospital formularies, particularly VA, but are also a strong head wind against a mid-sized pharma deal because of existing treatments (usually weakly palliative, as they are), Galera, existing soc, etc.) and the need for larger sales because of lower treatment prices. If I had stronger opinions I would buy more shares on the little dips, though I do buy in dribs and drabs. My sunk capital in IPIX is so deeply into my portfolio (30% or more) that it embarrasses me.

[DesireToLearn]

A third of their pipeline in P was considered by Leo to be more of a risk of failure anyway. In my opinion, B OM deal will be done with low initial payments, but higher royalties due to the unknown market potential. I believe the company will spend its resources developing B IBD and K until successfully pill trials...not B OM.