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olden_grumpini

02/03/21 10:17 AM

#343523 RE: Panoz1 #343513

Here's my opinion.

If you look at the Alfasigma deal as an indicator of the kind of deal they will sign, the takeaway is that IPIX will take whatever they can get. They got $400k up front on that deal.

I don't see this company turning up their nose at any offer. My opinion is that the offers simply aren't there.

That doesn't mean that now is a bad time to be in this stock. Quite the contrary. There could be good price movement in the near term.
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thefamilyman

02/03/21 1:37 PM

#343575 RE: Panoz1 #343513

Exactly!

Panoz1 said,

I know a guy that worked at big Pharma negotiating deals. He’s closed >200 Billion dollars worth of deals. I’ve discussed IPIX and B with him at length, and although he’s not a scientist, he liked the story and think it’s got a shot. However, his comment was that BP does not like buying ‘split’ indications for a drug.. they would rather own the whole drug than one indication... “it’s too hard to track”
That said, could this be why Leo’s had so much trouble getting a BP partnership / help / $$$.. IF Leo believes there are multiple billion dollar indications he would want a huge price that’s not justified at this point... and hence the ‘go it alone’ apparent path we’re on. Obviously good P2 results fixes a lot of funding / exposure issues.
Please let me know your thoughts

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frenchbroad

02/03/21 7:19 PM

#343656 RE: Panoz1 #343513

I agree on this.
*However, his comment was that BP does not like buying ‘split’ indications for a drug.. they would rather own the whole drug than one indication... “it’s too hard to track”
That said, could this be why Leo’s had so much trouble getting a BP partnership / help / $$$.. IF Leo believes there are multiple billion dollar indications he would want a huge price that’s not justified at this point... and hence the ‘go it alone’ apparent path we’re on.*
I say before this is the problem Ipix have with Brilacidin for trouble in the mouth. It is too difficile to separate the valeur on this from other digestive place than Brilacidin can help. And then Brilacidin can fix infection if it deliver in the blood. And kill virus. And may be some thing new if it is inhaled. M Ehrlich want to get the maximum valeur for this important candidate. When your drug can do so many thing well it is not easy to arrive to the maximum.