Replies to post #354534 on Innovation Pharmaceuticals Inc (IPIX)

[BooDog]

Excellent post CMC. STICKIED!!! Yesterdays update was interesting from a bystander perspective. No efficacy was reviewed but the change was still announced. We don't know the good or bad ends of the why. That's what blinded trials do. Keep you on the edge of your seat! Nice to see recruitment is half way there.

April 5, 2021
Innovation Pharma Completes Interim Safety Data Review—DMC Approves Increased Dosing Frequency in Phase 2 Clinical Trial of Brilacidin in Hospitalized COVID-19 Patients

http://www.ipharminc.com/press-release/2021/4/5/innovation-pharma-completes-interim-safety-data-reviewdmc-approves-increased-dosing-frequency-in-phase-2-clinical-trial-of-brilacidin-in-hospitalized-covid-19-patients

Message in reply to:

Why Leo Should Back-Burner ALL Indications except B-COVID
Quote:
The global Oral Mucositis Drugs market is valued at 476.5 million USD in 2020 is expected to reach 837.7 million USD by the end of 2026, growing at a CAGR of 8.3% during 2021-2026.

https://www.marketwatch.com/press-release/oral-mucositis-drugs-market-size-2021-2026-industry-trends-size-segments-competitors-classification-growth-up-and-down-stream-industry-analysis-and-forecast-2021-02-15
Quote:
The market size for gastrointestinal therapeutics is set to grow from $35.7 billion in 2015 to $48.4 billion by 2022, representing a compound annual growth rate of 4.45%, according to business intelligence provider GBI Research.

https://drug-dev.com/gastrointestinal-drugs-market-to-hit-48-4-billion/
Quote:
The global anti-viral drug therapy market reached a value of nearly $46,456.4 million [=$46B] 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 [=$46B] in 2019 to $ 61,571.9 million [=$61B] 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 [=$74B] in 2023. The market is expected to reach $87,230.5 million [=$87B] in 2025, and $130,125.3 million [=$130B] in 2030.

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
Quote:
Oncology Market size is set to surpass USD 469.5 billion by 2026; according to a new research report by Global Market Insights, Inc.

https://www.gminsights.com/pressrelease/oncology-market#:~:text=Oncology%20Market%20size%20is%20set,by%20Global%20Market%20Insights%2C%20Inc.

The world's best-selling drug, Humira, took 15 years for its sales to go from $250M in 2003 to nearly $20B in 2018. The point here is that approved-effective drugs take time to ramp-up to the billion-dollar+ sales arena.

Additonally, oral mucositis is not even, globally, a billion-dollar market and the gastrointestinal market comes with major competition from the likes of AbbVie, JNJ, Allergan & AstraZeneca. Also:
Quote:
In terms of the gastrointestinal pipeline, there are 937 products in active development, most of which are small molecules and biologics. The therapy area is highly active and has the seventh-largest pipeline across the pharma industry, with more active pipeline products than therapy areas such as respiratory, ophthalmology, and dermatology.

https://drug-dev.com/gastrointestinal-drugs-market-to-hit-48-4-billion/

B-COVID advantage over other B/indications is: Market Opportunity
Quote:
a situation in which a product, service, etc. that is potentially wanted or needed by consumers is identified by a business as not being supplied by rival companies.

https://www.google.com/search?q=market+opportunity+definition&rlz=1CAKDUD_enUS930&oq=market+opportunity&aqs=chrome.2.69i57j0l9.10398j0j7&sourceid=chrome&ie=UTF-8

Globally, substantial market opportunities await B-COVID in the form of bulk billion-dollar buyers around the world and the caronavirus variants will only serve to make B-COVID even more valuable.

Leo is working hard to get B-COVID up and running and, IMO, he would be unwise to expend IPIX's precious capital on further development of B-OM and B-UC/CD (gastrointestinal area). IMO, Leo should be solely focused on B-COVID and the development of B as a broad spectrum anti-viral drug therapy (AVDT).

B-COVID, judging from the sales experience of vaccines, will generate billion$ in MONTHS not YEARS and once revenues start rolling in Leo, IMO,should turn his attention back to the development of "K" for Ovarian cancer because Ovarian Carcinomas are
Quote:
a gateway indication toward Kevetrin treating many types of hematological malignancies and tumors.

http://www.ipharminc.com/therapeutic-areas/

I believe the course of action I am proposing is consistent with the sales projections and market size for the above indications.

The logic here is very simple and best stated by the late bank robber Willie Sutton who,arrested and walking into FBI HQ, was asked, "Why do you rob banks?" Sutton's response:

“Because that's where the money is.”

[Jhawker]

Great post!

[Snowy_Owl]

Nice post. You put a lot of effort into this and it’s much appreciated.

Upvote for a sticky.

[MackG]

CMC, your post puts IPIX future into sharp focus, and the points that you made underscore just how ridiculously low our current share price is. Thanks a bunch for your efforts here!

[steelyeye]

Excellent post, glad it has been stickied.
Thanks for your efforts!

[CallMeCrazy]

Sounds like Leo knows where the money is

If Brilacidin goes on to realize its promise as a broad spectrum antiviral, the potential benefits to patients and shareholders for this drug would likely be greater than I or anyone could have ever imagined.

https://mailchi.mp/ipharminc/innovation-pharma-announces-brilacidin-abstract-accepted-for-oral-presentation-at-the-american-society-for-virologys-annual-meeting?e=d6a81bdb11

Message in reply to:

Why Leo Should Back-Burner ALL Indications except B-COVID
Quote:
The global Oral Mucositis Drugs market is valued at 476.5 million USD in 2020 is expected to reach 837.7 million USD by the end of 2026, growing at a CAGR of 8.3% during 2021-2026.

https://www.marketwatch.com/press-release/oral-mucositis-drugs-market-size-2021-2026-industry-trends-size-segments-competitors-classification-growth-up-and-down-stream-industry-analysis-and-forecast-2021-02-15
Quote:
The market size for gastrointestinal therapeutics is set to grow from $35.7 billion in 2015 to $48.4 billion by 2022, representing a compound annual growth rate of 4.45%, according to business intelligence provider GBI Research.

https://drug-dev.com/gastrointestinal-drugs-market-to-hit-48-4-billion/
Quote:
The global anti-viral drug therapy market reached a value of nearly $46,456.4 million [=$46B] 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 [=$46B] in 2019 to $ 61,571.9 million [=$61B] 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 [=$74B] in 2023. The market is expected to reach $87,230.5 million [=$87B] in 2025, and $130,125.3 million [=$130B] in 2030.

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
Quote:
Oncology Market size is set to surpass USD 469.5 billion by 2026; according to a new research report by Global Market Insights, Inc.

https://www.gminsights.com/pressrelease/oncology-market#:~:text=Oncology%20Market%20size%20is%20set,by%20Global%20Market%20Insights%2C%20Inc.

The world's best-selling drug, Humira, took 15 years for its sales to go from $250M in 2003 to nearly $20B in 2018. The point here is that approved-effective drugs take time to ramp-up to the billion-dollar+ sales arena.

Additonally, oral mucositis is not even, globally, a billion-dollar market and the gastrointestinal market comes with major competition from the likes of AbbVie, JNJ, Allergan & AstraZeneca. Also:
Quote:
In terms of the gastrointestinal pipeline, there are 937 products in active development, most of which are small molecules and biologics. The therapy area is highly active and has the seventh-largest pipeline across the pharma industry, with more active pipeline products than therapy areas such as respiratory, ophthalmology, and dermatology.

https://drug-dev.com/gastrointestinal-drugs-market-to-hit-48-4-billion/

B-COVID advantage over other B/indications is: Market Opportunity
Quote:
a situation in which a product, service, etc. that is potentially wanted or needed by consumers is identified by a business as not being supplied by rival companies.

https://www.google.com/search?q=market+opportunity+definition&rlz=1CAKDUD_enUS930&oq=market+opportunity&aqs=chrome.2.69i57j0l9.10398j0j7&sourceid=chrome&ie=UTF-8

Globally, substantial market opportunities await B-COVID in the form of bulk billion-dollar buyers around the world and the coronavirus variants will only serve to make B-COVID even more valuable.

Leo is working hard to get B-COVID up and running and, IMO, he would be unwise to expend IPIX's precious capital on further development of B-OM and B-UC/CD (gastrointestinal area). IMO, Leo should be solely focused on B-COVID and the development of B as a broad spectrum anti-viral drug therapy (AVDT).

B-COVID, judging from the sales experience of vaccines, will generate billion$ in MONTHS not YEARS and once revenues start rolling in Leo, IMO,should turn his attention back to the development of "K" for Ovarian cancer because Ovarian Carcinomas are
Quote:
a gateway indication toward Kevetrin treating many types of hematological malignancies and tumors.

http://www.ipharminc.com/therapeutic-areas/

I believe the course of action I am proposing is consistent with the sales projections and market size for the above indications.

The logic here is very simple and best stated by the late bank robber Willie Sutton who, arrested and walking into FBI HQ, was asked, "Why do you rob banks?" Sutton's response:

“Because that's where the money is.”