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Posted On: 06/08/2019 2:14:33 PM
Post# of 72440
Pete, I agree with you that IPIX is most likely to enter a licensing deal for B-OM either now or in the future with a more lucrative deal at the end of a phase 3 if the B-IBD deal has enough upfront funding to get multiple plates spinning simultaneously. Scgmck1 also makes a great point that there are numerous options for Brilacidin instances. The only 2 people that know for certain what is going to happen are Leo Ehrlich and Dr. Bertolino. Everyone else (including myself) take educated guesses and base an opinion by trying to connect the dots. To avoid committing a TOS violation, let’s just say opinions are like an extreme end of the GI tract, everyone has one. As stated in post #57258 IMO we will see at LEAST one license deal very soon.
I believe that WORDS MATTER and that if you read the IPIX PR’s carefully, they lay out some valuable nuggets of information.
The 5/16/19 Term Sheet PR was strictly for Ulcerative Proctitis / Proctosigmoiditis using locally administered foam, enema and gel. The Term Sheet has a Right of First Refusal (RFR) option for more extensive forms of IBD including Ulcerative Colitis and Crohn’s disease.
The 6/6/19 BDD PR was for an agreement to begin the development of tablets for targeted ORAL delivery of Brilacidin to the colon. IMO the IPIX/BDD agreement is not targeting instances that are included in the CORE piece of the Term Sheet. I believe the targeted instances using the BDD delivery technology fall under the Right of First Refusal as the BDD delivery system will compete in the Colitis and Crohn disease markets as a DISRUPTIVE TECHNOLOGY as a non-biologic, non-corticosteroid option addressing a huge IBD market that is projected to be $48B in 2022.
The 5/16/19 and 6/6/19 PR’s MAY include the same Big Pharma ONLY if the Term Sheet Big Pharma exercise their Right of First Refusal. IPIX could have multiple license deals within the B-IBD space as well as a separate license deal for B-OM. These funding deals will fund multiple phase 2 and phase 3 trials. Brilacidin will be a franchise drug that will bring in multiple streams of income. This is a very exciting time to own a piece of this company.
I believe that WORDS MATTER and that if you read the IPIX PR’s carefully, they lay out some valuable nuggets of information.
The 5/16/19 Term Sheet PR was strictly for Ulcerative Proctitis / Proctosigmoiditis using locally administered foam, enema and gel. The Term Sheet has a Right of First Refusal (RFR) option for more extensive forms of IBD including Ulcerative Colitis and Crohn’s disease.
The 6/6/19 BDD PR was for an agreement to begin the development of tablets for targeted ORAL delivery of Brilacidin to the colon. IMO the IPIX/BDD agreement is not targeting instances that are included in the CORE piece of the Term Sheet. I believe the targeted instances using the BDD delivery technology fall under the Right of First Refusal as the BDD delivery system will compete in the Colitis and Crohn disease markets as a DISRUPTIVE TECHNOLOGY as a non-biologic, non-corticosteroid option addressing a huge IBD market that is projected to be $48B in 2022.
The 5/16/19 and 6/6/19 PR’s MAY include the same Big Pharma ONLY if the Term Sheet Big Pharma exercise their Right of First Refusal. IPIX could have multiple license deals within the B-IBD space as well as a separate license deal for B-OM. These funding deals will fund multiple phase 2 and phase 3 trials. Brilacidin will be a franchise drug that will bring in multiple streams of income. This is a very exciting time to own a piece of this company.
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