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Posted On: 09/10/2019 6:41:42 PM
Post# of 72440
Great news today that continues to advance the science which will create long term wealth for shareholders. Excerpts from today’s announcement followed by my comments (personal opinion).
“the Company is planning for the first human trial utilizing an oral formulation of Brilacidin in the program for Ulcerative Colitis (UC), a common type of Inflammatory Bowel Disease (IBD), in December 2019. The first planned clinical trial of oral Brilacidin in the UC program will be in healthy volunteers in the United Kingdom. The trial is designed to assess safety, toleration, pharmacokinetics, and whether the drug is being dispersed directly in the colon.”
Comment: Colitis is a huge segment of a soon to be $48B IBD market. December is only 3 months away so I am assuming Leo has identified the dollars needed for the trial. The safety of Brilacidin has already been proven in 3 different phase 1 & 2 FDA trials with 3 different delivery mechanisms. Healthy volunteers further lower the risk of any safety issues. United Kingdom, hmmm was this part of the European Subsidiary plan?
“The Company is working closely with BDD Pharma to utilize their patented OralogiK™ tablet technology, enabling targeted delivery of Briladicin to the colon.”
Comment: IPIX is following a royalty model but IMO the BDD partnership is leveraging a “Huck Finn model” of having BDD paint the fence. IPIX is advancing the science and using the expertise and muscle of partners wherever appropriate.
“Initiating the upcoming trial of oral Brilacidin in the Ulcerative Colitis program is an extremely important next step. Companies in the IBD space that can deliver oral drug candidates with targeted delivery to the gut can attract significant investment and partnering interest,” commented Arthur P. Bertolino, MD, PhD, MBA, President and Chief Medical Officer at Innovation Pharmaceuticals. “While executing the Alfasigma deal in UP/UPS was a key milestone for the Company, Brilacidin’s potential in UC and Crohn’s Disease is considerably larger. If oral Brilacidin performs in UC like we believe it can, we should find ourselves in a strong negotiating position toward securing additional licensing agreements in a market that runs into the tens of billions of dollars.”
Comment: IBD pill for Colitis will be a huge partnership IMO. THIS IS THE KEY PARAGRAPH IN TODAY’S PR. Reread the above paragraph and let it sink in.
“With pharmaceutical industry interest in defensin-based therapies intensifying, as we’ve been witnessing firsthand across recent partnering interactions, the planned upcoming UC program trial couldn’t be happening at a better time—“Defensins function in a broad immunomodulatory capacity, exhibiting beneficial characteristics, both anti-inflammatory and anti-infective. Defensin-based therapies thus have the unique potential to treat a wide array of diseases. Brilacidin is the only defensin-based drug candidate in later-stage clinical testing—now anchored by successful results in Acute Bacterial Skin and Skin Structure Infection, Oral Mucositis and IBD—and is poised to be a potential game-changer in the field of promising therapeutics.”
Comment: IPIX share price (SP) does not reflect the present value of the science. NSS is upside down and they can only artificially compress IPIX SP with counterfeit shares. NSS need real shares and real investors are not selling real shares. What is going to happen to IPIX SP when IPIX secures a lucrative IBD pill partnership with a major pharma for Colitis? How about a separate B-OM partnership? A Kevetrin trial advancement and/or partnership? An eventual up list off of the criminally controlled OTX? When a flood of new investors get exposed to the above milestones and science advancement? Do you believe that IPIX SP ends up in the pennies or dollars? Place your bets.
“the Company is planning for the first human trial utilizing an oral formulation of Brilacidin in the program for Ulcerative Colitis (UC), a common type of Inflammatory Bowel Disease (IBD), in December 2019. The first planned clinical trial of oral Brilacidin in the UC program will be in healthy volunteers in the United Kingdom. The trial is designed to assess safety, toleration, pharmacokinetics, and whether the drug is being dispersed directly in the colon.”
Comment: Colitis is a huge segment of a soon to be $48B IBD market. December is only 3 months away so I am assuming Leo has identified the dollars needed for the trial. The safety of Brilacidin has already been proven in 3 different phase 1 & 2 FDA trials with 3 different delivery mechanisms. Healthy volunteers further lower the risk of any safety issues. United Kingdom, hmmm was this part of the European Subsidiary plan?
“The Company is working closely with BDD Pharma to utilize their patented OralogiK™ tablet technology, enabling targeted delivery of Briladicin to the colon.”
Comment: IPIX is following a royalty model but IMO the BDD partnership is leveraging a “Huck Finn model” of having BDD paint the fence. IPIX is advancing the science and using the expertise and muscle of partners wherever appropriate.
“Initiating the upcoming trial of oral Brilacidin in the Ulcerative Colitis program is an extremely important next step. Companies in the IBD space that can deliver oral drug candidates with targeted delivery to the gut can attract significant investment and partnering interest,” commented Arthur P. Bertolino, MD, PhD, MBA, President and Chief Medical Officer at Innovation Pharmaceuticals. “While executing the Alfasigma deal in UP/UPS was a key milestone for the Company, Brilacidin’s potential in UC and Crohn’s Disease is considerably larger. If oral Brilacidin performs in UC like we believe it can, we should find ourselves in a strong negotiating position toward securing additional licensing agreements in a market that runs into the tens of billions of dollars.”
Comment: IBD pill for Colitis will be a huge partnership IMO. THIS IS THE KEY PARAGRAPH IN TODAY’S PR. Reread the above paragraph and let it sink in.
“With pharmaceutical industry interest in defensin-based therapies intensifying, as we’ve been witnessing firsthand across recent partnering interactions, the planned upcoming UC program trial couldn’t be happening at a better time—“Defensins function in a broad immunomodulatory capacity, exhibiting beneficial characteristics, both anti-inflammatory and anti-infective. Defensin-based therapies thus have the unique potential to treat a wide array of diseases. Brilacidin is the only defensin-based drug candidate in later-stage clinical testing—now anchored by successful results in Acute Bacterial Skin and Skin Structure Infection, Oral Mucositis and IBD—and is poised to be a potential game-changer in the field of promising therapeutics.”
Comment: IPIX share price (SP) does not reflect the present value of the science. NSS is upside down and they can only artificially compress IPIX SP with counterfeit shares. NSS need real shares and real investors are not selling real shares. What is going to happen to IPIX SP when IPIX secures a lucrative IBD pill partnership with a major pharma for Colitis? How about a separate B-OM partnership? A Kevetrin trial advancement and/or partnership? An eventual up list off of the criminally controlled OTX? When a flood of new investors get exposed to the above milestones and science advancement? Do you believe that IPIX SP ends up in the pennies or dollars? Place your bets.
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