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Lemoncat

11/18/19 10:47 PM

#276333 RE: Golfguru03 #276327

We see these hysteria crazes every couple of years. No one actually cares about super bugs. There's just no money in them.

Brilacidin ABSSSI Phase 2B was our most successful clinical trial ever. It passed with flying colors and it is a slam dunk for phase 3 success and approval. But for some reason we have been unable to find a suitable deal for the drug.

The reason was initially stated that we had to explore the anti-inflammatory indications first in order to get a more valuable package deal. Well here we are, five years later, B-UP given away for a song and we're scrounging for someone to pick up B-OM. What happened to the package deal?

The reality is probably as most here suspect:

Daptomycin is generic/cheap now and good enough.
Brilacidin would be held in reserve while the patent ticks away.
The trials are too expensive to turn a profit within the patent life.

Good antibiotics also have an insidious effect on the size of their total addressable market. If there were 2.8 million cases per year now, once Brilacidin starts stopping them dead in their tracks you might only have 280K cases per year. Really hurts the sales growth story when your drug kills it in one day and prevents infections in dozens of other people.

Go IPIX!