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Posted On: 03/02/2019 6:42:35 PM
Post# of 72441
There is a SEARCH feature on this board and if you put type in “Galera” several posts pop up. One of them is yours from 11/26/18 where you stated “They may just throw in the towel after the IPIX EOP2 meeting. Why waste all that money on nothing.” Now you are stating that they are technically ahead??
Also read the following Baystreet article for comparison:
https://www.baystreet.ca/stockstowatch/5021/A...ndervalued
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Posted On: 11/26/2018 9:50:02 AM
Posted By: smokenhot
I think Galera is waiting to see how the EOP2 meeting between IPIX and the FDA works out. They currently only have "1" clinical site open for their Phase3
testing of their "so-so" IV drug for OM.
They had 61 sites for 200 patients during P2. Now they are enrolling 335 patients for P3.
They may just throw in the towel after the IPIX EOP2 meeting.
Why waste all that money on nothing.
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Posted On: 08/27/2018 6:34:27 PM
Posted By: B.Izzy
Re: lousy.engineer #48082
I think this is a fair refutation of your "honest brokering' of realistic views....lifted in toto from a fellow long
IPIX vs Galera were for the same indication, oral mucositis, but other than that apples and oranges IMO.
IPIX is for a drug administered via swish and spit
Galera is an intravenous injection an hour or more a day for 3 to 5 weeks.
IPIX showed no side effects
Galera showed some very definite side effects that were allowed as they ran their test as a cancer drug which allows more severe reactions than a non-cancer test (at least this is what I understand).
As to the timing, I believe the main time delay is due to IPIX bringing B-OM into a delivery form using sachets, which totally destroys Galera in terms of patient administering the drug to themselves. doctors being much more willing to use it, and insurance companies to pay for it. Cost should also be a major advantage for IPIX as it costs much to get hospital attention daily for weeks on end.
I think it best to allow Galera to do their thing and make their product as attractive as possible, allow IPIX to do the same, and see what the patients think about what therapy they want to follow.
Pat on the back to Galera, but not willing to admonish IPIX as we are working on a different approach and it takes longer as evidenced by us having to sign contracts with both Evonik and CoreRx.
Another area we are just going to have to respectfully disagree.
Edit: I also believe there is a very good chance we get some sort of partnership for B-OM by end of Sept. Not sure the form it will take but some type of deal (mainly expecting a worldwide partner except for USA)
Edit Edit: Why get BTD before sachets are available as we would not be able to ship any product to those requesting it? That is why I believe the BTD wasn't requested until after CoreRx contract was finalized.
Also read the following Baystreet article for comparison:
https://www.baystreet.ca/stockstowatch/5021/A...ndervalued
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Posted On: 11/26/2018 9:50:02 AM
Posted By: smokenhot
I think Galera is waiting to see how the EOP2 meeting between IPIX and the FDA works out. They currently only have "1" clinical site open for their Phase3
testing of their "so-so" IV drug for OM.
They had 61 sites for 200 patients during P2. Now they are enrolling 335 patients for P3.
They may just throw in the towel after the IPIX EOP2 meeting.
Why waste all that money on nothing.
====================================================
Posted On: 08/27/2018 6:34:27 PM
Posted By: B.Izzy
Re: lousy.engineer #48082
I think this is a fair refutation of your "honest brokering' of realistic views....lifted in toto from a fellow long
IPIX vs Galera were for the same indication, oral mucositis, but other than that apples and oranges IMO.
IPIX is for a drug administered via swish and spit
Galera is an intravenous injection an hour or more a day for 3 to 5 weeks.
IPIX showed no side effects
Galera showed some very definite side effects that were allowed as they ran their test as a cancer drug which allows more severe reactions than a non-cancer test (at least this is what I understand).
As to the timing, I believe the main time delay is due to IPIX bringing B-OM into a delivery form using sachets, which totally destroys Galera in terms of patient administering the drug to themselves. doctors being much more willing to use it, and insurance companies to pay for it. Cost should also be a major advantage for IPIX as it costs much to get hospital attention daily for weeks on end.
I think it best to allow Galera to do their thing and make their product as attractive as possible, allow IPIX to do the same, and see what the patients think about what therapy they want to follow.
Pat on the back to Galera, but not willing to admonish IPIX as we are working on a different approach and it takes longer as evidenced by us having to sign contracts with both Evonik and CoreRx.
Another area we are just going to have to respectfully disagree.
Edit: I also believe there is a very good chance we get some sort of partnership for B-OM by end of Sept. Not sure the form it will take but some type of deal (mainly expecting a worldwide partner except for USA)
Edit Edit: Why get BTD before sachets are available as we would not be able to ship any product to those requesting it? That is why I believe the BTD wasn't requested until after CoreRx contract was finalized.
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