It is now my belief that Sept 8 will be but a blip on the advancement of IPIX as it will mainly be a rehash of information previously announced on the success of B-UP/UPS and a few new golden nuggets reaffirming the continuing success of B-OM and P trials, though not necessarily providing firm data in regards to those trials. I view it as strictly an exercise by mgt to get the IPIX story (that already has been put out there) in front of more financial managers who follow biotech. My following post will explain why I now realize (at least in my own mind) why these managers really had no concern in following IPIX any earlier than now.
As such, the stock price game players will have until mid Q4 to play their games and about that time will realize the time is so short for confirmed top line B-OM results ( prior to end of year) and P results (end of year to middle of Jan '18) that they will move on to other pastures. That is why I believe we see a flurry of attempted price take-downs in late Sept, Oct, and early Nov and am saving some funds for such attempts.
I had thought Q3 would really be the quarter IPIX took off and, except for the share price, it has been a great quarter. The PR's that the game players have continued to call "fluff" were in reality the meat of the summer, that of the announced completion of patients for both the B-OM and P trials. Why? We now have a confirmed time line as to when to expect top line results.
I also believe IPIX is in talks with BP(s) as to possible partnerships to one or more than one definition and these talks will be at the very serious stage by the last half of Q4. If they are as large as I believe they very well could be, that may take a few more months to hammer out all the details so I wouldn't be surprised to see a major deal announced until the middle of Q1 '18. I think we retail investors are our own enemies in projecting timelines with which we have next to no experience and project unrealistic demands on mgt. If the top line data is what I am convinced it will be, extremely successful, the time it takes to hammer out a deal is well worth the wait.
End result is that I am now viewing Sept 8 as more of an interesting talk that should provide a couple of golden nuggets providing confirmation of our expected trial successes, but in no means is the major announcement that is going to sway financial investment in IPIX by the big boys.
I am much more interested in the upcoming P interim data, whatever it may be, and I don't really care if it is quite vague or includes numbers, as long as mgt is able to convey that the trial to date is meeting or exceeding their expectations as I believe the vast majority of patients are done and mgt already knows from the progress to date if P is the real deal or if it has some glitches.
As such, the stock price game players will have until mid Q4 to play their games and about that time will realize the time is so short for confirmed top line B-OM results ( prior to end of year) and P results (end of year to middle of Jan '18) that they will move on to other pastures. That is why I believe we see a flurry of attempted price take-downs in late Sept, Oct, and early Nov and am saving some funds for such attempts.
I had thought Q3 would really be the quarter IPIX took off and, except for the share price, it has been a great quarter. The PR's that the game players have continued to call "fluff" were in reality the meat of the summer, that of the announced completion of patients for both the B-OM and P trials. Why? We now have a confirmed time line as to when to expect top line results.
I also believe IPIX is in talks with BP(s) as to possible partnerships to one or more than one definition and these talks will be at the very serious stage by the last half of Q4. If they are as large as I believe they very well could be, that may take a few more months to hammer out all the details so I wouldn't be surprised to see a major deal announced until the middle of Q1 '18. I think we retail investors are our own enemies in projecting timelines with which we have next to no experience and project unrealistic demands on mgt. If the top line data is what I am convinced it will be, extremely successful, the time it takes to hammer out a deal is well worth the wait.
End result is that I am now viewing Sept 8 as more of an interesting talk that should provide a couple of golden nuggets providing confirmation of our expected trial successes, but in no means is the major announcement that is going to sway financial investment in IPIX by the big boys.
I am much more interested in the upcoming P interim data, whatever it may be, and I don't really care if it is quite vague or includes numbers, as long as mgt is able to convey that the trial to date is meeting or exceeding their expectations as I believe the vast majority of patients are done and mgt already knows from the progress to date if P is the real deal or if it has some glitches.
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