I give TIAB credit for calls he’s made in the face of the ridicule he has received from this board. With all the IMHO on this board, it’s a FACT that TIAB has been right. He said the Prurisol P1 results were too weak to warrant a P2. Correct. He said the delay in P P2 results foreboded bad news. Correct. He said the B OM data was too weak to partner. Over 3 years now…not wrong.
Now let’s go to present day…WTH is taking so long?! I agree with TIAB…what happened to April? That line that “we had to wait until the BP drugs got the first look” is BS! There are many microcap stocks that are far ahead us (CYDY, MESO, CAPR). Even my dog’s heart worm med is being studied. The delay is baffling. Is it a conspiracy? Or is it Leo or his reputation?
Let’s take MESO’s April for one example:
3/10: The Company is in “active discussions” (sound familiar?) with various government and regulatory authorities, medical institutions and pharmacological companies to evaluate” is product candidate in patients w/ARDS caused by Covid-19.
4/6: FDA approves IND for Compassionate Use and P2/3 trial
4/8: P2 trial announced
4/24: Report out on Compassionate Use
4/30: Begin P2/3 enrollment in 20 site, USA trial enrolling 300 patients
5/6: 1st patient dosed
5/13: Raised $90 mil to ramp up manufacturing
However, I do disagree with TIAB on B for CV. I think he’s putting too much emphasis on Leo’s track record and not focusing on the scientific strengths of B. I think we are beyond the point of Leo’s carnival barking or incompetence. B beat the best antibiotic on the market, with a one-and-done (this is now of value). This confirmed its cell wall piercing MOA. RBL 1 shows a 60% knock down of the virus. It has pieced bacteria walls in human, the CV wall in monkeys…piercing the CV wall in humans is not a stretch.
The before and after pictures of the UP trial show B’s anti-inflammatory capability. Though not “proven”, genuine potential of this MOA is confirmed by AS. It’s the cytokine storm that is killing people. If B does to epithelial lung tissue, what it did to epithelial colon tissue…???
Finally, in the 1918 pandemic, most people died from the secondary complication of pneumonia. If B was safe and hugely successful in ABSSSI, is pneumonia a stretch? It’s as if B was meant for this crisis.
If and when B does succeed, I will let my family and friends think I was a genius, and you can think that of Leo, but I will consider myself lucky, and thankful that I was part of helping humanity through it’s most trying time in modern history. And wise for doubling my position during the Covid crisis.
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