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Hungry_Ghost

03/04/21 8:14 AM

#350260 RE: CallMeCrazy #350255

I like your thinking...great post
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steelyeye

03/04/21 11:28 PM

#350442 RE: CallMeCrazy #350255

Another excellent post from CMC, especially like your comparisons and timelines.

And this reminder:

https://www.foxnews.com/health/developing-potent-antivirals-targeting-covid-19-direction-of-the-future-fauci-says

IMO, B-COVID chances of becoming the world's first efficacious-therapeutic drug are good and, if the vaccine example is applicable, the best-selling drug ever in its first year.
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CallMeCrazy

03/05/21 12:31 PM

#350653 RE: CallMeCrazy #350255

COVID-19 Front-Burner, Broad-Spectrum Anti-viral Back-Burner, Sheer, Genius Leo

Company advancing Brilacidin as a next-generation broad-spectrum antiviral for the treatment of common colds and deadly coronavirus infections
.... Research shows Brilacidin exerted potent in vitro inhibition of multiple strains of H-CoVs. On completion of testing, the H-CoV findings are expected to be submitted for peer-review publication. The Company is evaluating these data alongside previously obtained SARS-CoV-2 data, strategizing with its scientific advisors and consultants, to develop Brilacidin as a “pan-coronavirus” therapeutic.


http://www.ipharminc.com/press-release/2020/11/30/innovation-pharmaceuticals-covid-19-clinical-trial-to-support-additional-development-of-brilacidin-as-a-pan-coronavirus-therapeutic

I believe this quote signaled Leo's change FROM IBD, as the lead area of focus for Brilacidin, TO Anti-Viral Drug Therapy. Here's why:

The global anti-viral drug therapy market reached a value of nearly $46,456.4 million [=$46.4B] in 2019, having increased at a compound annual growth rate (CAGR) of 5.0% since 2015. The market is expected to grow from $46,456.4 million [=$46.4B] in 2019 to $ 61,571.9 million [=$61.5B] in 2020 at a rate of 32.5%. The growth is mainly due to the increase in number of COVID-19 cases. The market is then expected to grow at a CAGR of 8.3% from 2021 and reach $74,385.9 million [=$74.3B] in 2023. The market is expected to reach $ 87,230.5 million [=$87.2B] in 2025, and $ 130,125.3 million [=$130.1B] in 2030. [equivalency added]


https://www.businesswire.com/news/home/20210210005504/en/Global-Anti-Viral-Drug-Therapy-Market-2020-to-2030---Opportunities-and-Strategies-with-COVID-19-Implications-and-Growth---ResearchAndMarkets.com

The beauty of the development of 'B' for AVDT is that the researchers are excited about doing the "broad-spectrum" research based on what they observed in the B-COVID research. Additionally, the pandemic has motivated governments to invest more money in research for vaccines and AVDTs.

By comparison:

The global inflammatory bowel disease treatment market size is expected to reach USD 22.4 billion by 2026, according to a new report by Grand View Research, Inc., registering a 4.4% CAGR during the forecast period. Increasing prevalence and incidence of Crohn’s disease and ulcerative colitis is one of the major factors contributing to the market.


https://www.grandviewresearch.com/press-release/global-inflammatory-bowel-disease-ibd-treatment-market?utm_source=blog.goo.ne.jp&utm_medium=referral&utm_campaign=Vrushali_7Aug_hc_InflammatoryBowelDiseaseTreatmentMarket_pr&utm_content=Content

Sometimes following Leo's thinking is as simple as following the money. In 2030, the projected anti-viral drug therapy (AVDT) market size will be nearly 6-times the market size of IBD in 2026, suggesting that between 2021 -2030, the AVDT market will be the much, much, more lucrative area of the two.

Normally, I would say given these facts and projections, IBD must take a backseat to AVDT. BUT, if you will click on the reference post# above, you can read why I believe B-COVID will be able to provide all the financing needed for development of AVDT, IBD and the rest of IPIX's pipeline...simultaneously.









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LilyGDog

03/05/21 6:13 PM

#350766 RE: CallMeCrazy #350255

Another awesome post by CallMeCrazy!

Go Leo & IPIX!


The Power of the Pandemic Changes Everything

The world's best-selling drug, Humira, took 15 years for its sales to go from $250M in 2003 to nearly $20B in 2018.

By comparison:
Quote:
Moderna has already signed advance purchase agreements worth $18.4 billion for vaccine deliveries in 2021, the company said Thursday in reporting 2020 results. And it has more orders in the works: It's in talks to deliver more doses this year and next, and it’s involved in supply discussions with global organizations seeking to distribute coronavirus vaccines equitably worldwide. (emphasis added)

The company’s counterpart in the mRNA pandemic vaccine push, Pfizer, said earlier this month it expects $15 billion from its COVID-19 shot this year. The number could go up, Pfizer said, because it was still negotiating supply deals at the time.

https://www.fiercepharma.com/pharma/moderna-has-taken-orders-worth-18-4-billion-for-its-covid-19-vaccine-and-it-s-negotiating?mkt_tok=eyJpIjoiTkRFNU16ZGxOekE0TmpsbSIsInQiOiJjbkc4ekV5bE5Mb2ZKWXV3UVQxK25oTmRMSmh5WE9MU0NYS0V5UHZtbXhZZFVJYU5QeFhmSGVtbzhUZ3l6TnhxVTJwVWRnS1BOZ2FUSUNXUXpsTnNiUVZqRVc0MVVtWFo1UnZoUzF3NitYQWZubkY0TmQ4TTc0Z01HVzYxaFwvQmoifQ%3D%3D&mrkid=762402

See the time and monetary difference?

The world's first 2 effective COVID-19 vaccines together rack up $33B in sales, and counting, in less than a half-year on the market.

The world also needs effective COVID therapeutics:
Quote:
Amid emerging coronavirus variants, the "direction of the future" will be in developing "potent antivirals" that directly act on the SARS-CoV-2 virus, Dr. Anthony Fauci said on Monday. Fauci, who was partaking in the White House’s COVID-19 briefing, said the nation would need to approach therapeutics similar to the "highly successful drug development program for HIV as well as Hepatitis C."

https://www.foxnews.com/health/developing-potent-antivirals-targeting-covid-19-direction-of-the-future-fauci-says

IMO, B-COVID chances of becoming the world's first efficacious-therapeutic drug are good and, if the vaccine example is applicable, the best-selling drug ever in its first year.

With proper supply chain and logistical planning, IPIX will still probably not be able to meet the entire world's demand in the first year, but as the first effective therapeutic drug to market it can rake in billions in sales, while locking up future business, just like the vaccines, before competition begin filing into the market.

Knowing Leo the way I think I do, I don't think he's considering any buyouts (I didn't say he wasn't listening) because I'm sure he realizes that the COVID indication will produce billions in it's FIRST YEAR (remember Humira's 1st yr sales of $250M) and simultaneously give IPIX the financial wherewithal to develop it's entire pipeline and,perhaps, thereafter entertain buyout offers from a position of "maximum value" and financial strength.

I'll be looking for Leo to partner with different pharmaceutical manufacturers in the various pharmaceutical hubs around the world. For example Leo could engage with pharma mfg in South Korea for purposes of servicing the China market or pharma mfg in Switzerland to cover the EU.

Leo is usually several steps ahead of what is being discussed on this board, and I think in this case those steps have landed him smack-dab in the middle of supply chain and logistical planning on a scale he's never approached before. The strategy here should be to maximize profit.

B-COVID is the indication upon which IPIX will lay its financial foundation after it produces "Big Pharma" revenues in its first year on the market. This I believe.

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To infinity and beyond!

03/05/21 6:21 PM

#350767 RE: CallMeCrazy #350255

such pretense. The reality is that very sick patients will need to be helped-very clearly- in the B v C trial. And we have months to wait for an answer in all likelihood

IP going nowhere fast
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CallMeCrazy

03/29/21 2:48 PM

#353822 RE: CallMeCrazy #350255

Pandemic to upset B/P Top-20 2021 revenue rankings

And the 2021 rankings will likely bring more changes. Companies with successful COVID-19 drugs and vaccines are in line for major revenue boosts, including Pfizer and its $15 billion revenue projection for its BioNTech-partnered vaccine.

Moderna, for its part, has said it could earn more than $11 billion from its COVID-19 vaccine. The company only markets one product right now, but could reach the top 20 rankings in 2021 based on the success of that shot alone.



https://www.fiercepharma.com/special-report/top-20-pharma-companies-by-2020-revenue?mkt_tok=Mjk0LU1RRi0wNTYAAAF8HgFBWQVg8MTZQvXWOlrEeGlti941h2D-I5j5gr7pvQ8Xp4fAwIUdTBQFjdT3huVg5Ah0ev7spQLcqmgTees2F_tpLsOmCadFM5O47YGj_2UzpFo&mrkid=762402