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steelyeye

11/18/19 11:38 PM

#276334 RE: Lemoncat #276333

Ongoing negotiations with multiple pharmas does not sound like scrounging. The IPIX world likely would have changed dramatically 13 months ago if "that CEO" had not been replaced.

The IPIX world could still change at any moment.

Lots of money to be made with B-OM and B for more than one GI indication.

And Locust Walk has a good track record.



...we're scrounging for someone to pick up B-OM.

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loanranger

11/19/19 6:27 AM

#276337 RE: Lemoncat #276333

"No one actually cares about super bugs."
The patients do.

"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."
Am I reading that right? One of the reasons that B-ABSSSI hasn't been developed and/or sold is because it's too effective?

The Company just virtually GAVE B-UP away and they can't convert a "lock" into some cash?

Doesn't seem right. Seems to me the reasons just get flimsier:
1. Can't afford a P3 until the share price recovers.
2. Existing drugs work fine and are cheap (now).
3. Works so well the patient population and the market potential could dry up.
4. No one actually cares about super bugs.

Are those additive? Are there more? Getting them all on the table now could cut years off the path to capitulation. Or is B-ABSSSI there already?