My reply to BioHedge... I think that "hurdle" w
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Posted On: 07/13/2017 10:43:17 PM
My reply to BioHedge...
I think that "hurdle" will be a significant one. If I were a Big Pharma I would be concerned that the Brilacidin pill currently being developed would also work for UP. After all, we know that only small amounts are absorbed into the body so I would expect that most of the B in the pill would make it all the way through the digestive system to the rectum, healing as it goes. The pill might actually heal IBD, UC, and UP. I still think our most likely deal for 2017 is for Prurisol.
I do agree with your "100x" long term projection.
Quote:
"I believe a 50% or better remission rate with the final cohort today will enable IPIX to see a deal within 90 days for B-UP. The biggest hurdle to that deal will be trying to sell or license only one indication as opposed to the entire platform. So whether they take the deal is anyone's guess.
90 days is a short amount of time to wait for such a significant possible return. This is not just a 20% return. I'm looking for a short term 10x and long term 100x. If the data continues to prove out a BP will make a play. The data is becoming to hard to ignore and these drugs are playing in BIG spaces." - BioHedge
I think that "hurdle" will be a significant one. If I were a Big Pharma I would be concerned that the Brilacidin pill currently being developed would also work for UP. After all, we know that only small amounts are absorbed into the body so I would expect that most of the B in the pill would make it all the way through the digestive system to the rectum, healing as it goes. The pill might actually heal IBD, UC, and UP. I still think our most likely deal for 2017 is for Prurisol.
I do agree with your "100x" long term projection.
Quote:
"I believe a 50% or better remission rate with the final cohort today will enable IPIX to see a deal within 90 days for B-UP. The biggest hurdle to that deal will be trying to sell or license only one indication as opposed to the entire platform. So whether they take the deal is anyone's guess.
90 days is a short amount of time to wait for such a significant possible return. This is not just a 20% return. I'm looking for a short term 10x and long term 100x. If the data continues to prove out a BP will make a play. The data is becoming to hard to ignore and these drugs are playing in BIG spaces." - BioHedge
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