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KMBJN

11/18/21 10:58 AM

#384842 RE: KMBJN #383268

The PR seems to clarify that brilacidin for UC will apparently be just the immediate release formulation, and they are studying the effect of brilacidin on the gut microbiome in preclinical studies.

Oral delivery of Brilacidin to the gut is focused on developing an immediate release, multi-particulate capsule formulation in preparation for clinical testing of Brilacidin in Ulcerative Colitis. Research on Brilacidin stability in the GI tract and its interaction with the gut’s microbiome also is underway.



Will see what is the next move for IPIX.

How much would P3 OM trial cost? Can we get a partner for that still - Locust Walk, what happened?

P1 B-immediate release safety / UC - is the formulation work even done for that? What are the timelines and costs for that? Should we try to partner that out?

Further analysis of B-Covid showing it may still have hope in higher doses or earlier treatment (perhaps by inhaled formulation)?

Can we find a partner willing to foot the bill for a larger trial on "at risk" people to give early IV (like the neutralizing antibodies from REGN et al.?), or do the oral antiviral pill approvals from Merck and Pfizer (soon) kill any hope of IV outpatient early Covid treatment?

B antiviral broad spectrum preclinical work will attract more government / DOD funding, or a partner?

I'm afraid we will have very little leverage left with potential partners given our financial situation, and will need to take the best / any deal that comes to us, even for B-UC, which seems to have the most promise, IMO.