Great post below regarding the OM market. I am an
Post# of 72446
(Total Views: 313)
Posted On: 12/13/2017 12:11:00 PM
Great post below regarding the OM market. I am an investor in IPIX and not a trader so my interest is in the following order of: The Science, Trial Advancement, Market Opportunities, Positive Impact to Patients and lastly the daily trading noise. Anyone who trades this stock is swimming with the sharks IMO. The way to beat the criminals is to buy, hold on tight, buy more when they give you a gift of low priced shares and watch the investment grow by many dollars as the scum bags trade for pennies on the see-saw eventual rise. The science, FDA trials and market opportunities will lead to partnerships that will catapult IPIX share price and the traders will have nothing to say or do about the long term outcome.
slcimmuno
Wednesday, 12/13/17 11:43:11 AM
Re: None
Post # of 207973
Some Math on HUGENESS of the OM Market
(as to size of potential cost savings)
(why a drug that can be shown to PREVENT OM will find a BIG market.. new S of C... in most if not all chemoradiated-treated cancers, not just HNC, where OM occurs)
# HNC cases (annual) = 65,000 (US only) (3-4% of all cancers)
x
Freq of SOM = 85% (FN1)
= 55,200
x $17,000 (incremental added cost of OM) (could be as high as $25,000 even as the $17k figure was a while back, 2011)
= $938,400,000 ($938m, or close to $1bn)
no wonder the SNGX CMO said (Bertolino himself couldn't have said it any better) the OM Mkt is all about Prevention
“The real goal in the whole Oral Mucositis arena is to try and prevent the development of this...”
R Straube SNGX CMO
(1m 15 secs in)
https://youtu.be/JVw1wNcAEV0
http://investorshub.advfn.com/boards/read_msg...=136846418
So: If B-OM can reduce S/OM by about 40% (per protocol) then we’re looking at around $400m in savings just in the U.S... think this wouldn’t make a compelling pitch to MCOs, PBMs? Then there is the stat that 25% of patients w S/OM have increased mortality due to interruptions in cancer treatment because the pain is so great... think patients and docs won’t want to Rx a simple swish/spit to increase odds by close to 40% at preventing?
Multiply the above #s by a factor of 10 -- the expected 700,000 HNC patients worldwide -- and you can an idea of just how big the oppty is in HNC ONLY. Then factor in that another 25-40% of all cancer patients (beyond HNC) get OM... and, well, the #s get really crazy really fast.
Looking fwd to seeing B-OM advance into a Ph3, hopefully under BTD, and under Partnership… and hope IPIX able to work in a healthy back-end (royalty split), less upfront if need be... cause if B-OM does get to market/s, the residual payments sure would be a nice boost to the rest of the pipeline – B IBD, B Derm, B ABSSSI, K oral, etc.
--
"New Developments in Management of Oral Mucositis in Patients With Head and Neck Cancer or Receiving Targeted Anticancer Therapies"
FN 1 As acknowledged by the ESMO clinical practice guidelines, the frequency of severe oral mucositis in patients undergoing therapy for head and neck cancer is high (the cumulative rate of grade 3 and grade 4 mucositis can be as high as 85%), and severe mucositis is a leading reason for treatment interruptions and chemotherapy dosage decreases.[2]
slcimmuno
Wednesday, 12/13/17 11:43:11 AM
Re: None
Post # of 207973
Some Math on HUGENESS of the OM Market
(as to size of potential cost savings)
(why a drug that can be shown to PREVENT OM will find a BIG market.. new S of C... in most if not all chemoradiated-treated cancers, not just HNC, where OM occurs)
# HNC cases (annual) = 65,000 (US only) (3-4% of all cancers)
x
Freq of SOM = 85% (FN1)
= 55,200
x $17,000 (incremental added cost of OM) (could be as high as $25,000 even as the $17k figure was a while back, 2011)
= $938,400,000 ($938m, or close to $1bn)
no wonder the SNGX CMO said (Bertolino himself couldn't have said it any better) the OM Mkt is all about Prevention
“The real goal in the whole Oral Mucositis arena is to try and prevent the development of this...”
R Straube SNGX CMO
(1m 15 secs in)
https://youtu.be/JVw1wNcAEV0
http://investorshub.advfn.com/boards/read_msg...=136846418
So: If B-OM can reduce S/OM by about 40% (per protocol) then we’re looking at around $400m in savings just in the U.S... think this wouldn’t make a compelling pitch to MCOs, PBMs? Then there is the stat that 25% of patients w S/OM have increased mortality due to interruptions in cancer treatment because the pain is so great... think patients and docs won’t want to Rx a simple swish/spit to increase odds by close to 40% at preventing?
Multiply the above #s by a factor of 10 -- the expected 700,000 HNC patients worldwide -- and you can an idea of just how big the oppty is in HNC ONLY. Then factor in that another 25-40% of all cancer patients (beyond HNC) get OM... and, well, the #s get really crazy really fast.
Looking fwd to seeing B-OM advance into a Ph3, hopefully under BTD, and under Partnership… and hope IPIX able to work in a healthy back-end (royalty split), less upfront if need be... cause if B-OM does get to market/s, the residual payments sure would be a nice boost to the rest of the pipeline – B IBD, B Derm, B ABSSSI, K oral, etc.
--
"New Developments in Management of Oral Mucositis in Patients With Head and Neck Cancer or Receiving Targeted Anticancer Therapies"
FN 1 As acknowledged by the ESMO clinical practice guidelines, the frequency of severe oral mucositis in patients undergoing therapy for head and neck cancer is high (the cumulative rate of grade 3 and grade 4 mucositis can be as high as 85%), and severe mucositis is a leading reason for treatment interruptions and chemotherapy dosage decreases.[2]
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