Excellent post from other board from a long term h
Post# of 72440
DaubersUP Sunday, 01/07/18 11:33:28 AM
Re: LilKahuna post# 211806
Post # of 211823
It is amazing how the mood here has been set by several that IPIX MGMT is in any sort of desperate situation based off share price. The word "begging" has been thrown around and the idea that IPIX 'NEEDS' to take a deal, just to take a deal...It is the most absurd idea and furthest from the truth.
For new investors or readers on this site looking into IPIX, do your DD on IPIX website and reach out to the company if you have questions.
Here is a little Sunday morning DAUB opinion:
The share price is at a low and for reasoning that can be discussed in a completely separate post. This is a highly unknown Bio Tech and resides on the OTCBB lacking major institutional buyers.
Here are some scenario's.
IPIX has 3 major drugs! Each of those drugs have several multi-billion indications opportunities. Each of those drugs are in mid-late stage clinical trials. The share price is at an extreme low for the pipeline and progress. For example, having B-Absssi (1 Day IV) sitting at a phase 3 start where that drug proved to be just as effective as Dapto (7 day IV) should warrant the current market cap and most likely have a higher market cap just for B-Absssi. IMO Dapto pulls in over a billion dollars a year.
Lets add B-OM where we just received extremely promising data for a phase 2 trial where this currently NO approved preventative SOM drugs on the market and the market is estimated to be anywhere from 1 - 2 BILLION dollars. Again there are NO current preventative SOM drugs. That alone should spur a several hundred million market cap as we secure a possible BREAKTHROUGH DESIGNATION in the upcoming months and secure our first partnerships.
Don't forget about B-UP/UC - this market is one of the most lucrative for IPIX as they add oral formulation for Crohns and UC. The data from the B-OM data just anchors this UP foam/water enema which alone could bring in 100's of thousands alone. Add different formulations and we are in the multi billions easily. IMO.
Not to mention Prurisol the dark horse, for Psoriasis. An ORAL drug for Psoriasis that has now completed it's phase 2b trial using the same criteria that Otezla did using the PASI scale. Remember OTEZLA is a blockbuster with major side effects and limited efficacy. The bar is set atleast - like 32% PASI 75. That is what we are looking for. I say lets go get 40% PASI 75 and this company should hold atleast a 5 billion market cap over night. IMO If the dark horse is proves even better, watch out BIOLOGICS
Psoriasis is close to a 10 BILLION market.
Kevetrin is why most of us arrived here. Years ago it was all speculative that CTIX/IPIX had a drug that could potentially reactivate the P53 gene - both wild-type and mutant. TP53 gene is the "HOLY GRAIL" of the human genome scientist say. They also say that it is affected in more than 50% of all cancers. The development has been steady and the phase 1 trial was extremely successful however it took a very long time to complete because Kevetrin was just too safe and they could not reach an MTD. Going from 10mg/m2 to 750mg/m2 took several years until they just decided to end the trial as the curve IPIX saw showed there was not much more benefit from that high of a dose. The fact that they saw p21 expression in the phase 1 and it was safe and they actually saw tumors disappear is a milestone and result that has been swept under the rug for I-Hub investors as the noise is much louder here. BP steps in and advises IPIX to go a different route in a phase 2a for Ovarian Cancer looking for more proof of modulation and MOA - and we just read the first data read outs for the first couple patients and they saw exactly what they were looking for. That alone - minus all other drugs and progress should give us a 5X market cap from where are on speculation that we could have the most sought after Cancer drug in the history of drugs. IMO>
But again, we are an OTCBB where 99% of the world has never heard of IPIX. The only people that know about IPIX are day traders and some small retail investors that read iHUB ----
IPIX does not need to beg for anything. They have "MULTIPLE CDA's" for all drugs. As they have said, some BP's are looking at one drug, some BP's are looking at all drugs, etc... The minute one BP sleeps or drags their feet is an opportunity for another BP to capitalize on these highly effective drugs. The potential here is 10's upon 10's of BILLIONS of dollars and the market cap will reflect that just like other major Bio's.
I went back and read a board for a major Bio that was bought out in 2015 and read the board going back to 2007 and looked at the price and comments over that span and what the company was achieving and compared to us here. I am in awe at our share price, however just like them going from like .55 to 261 and being bought for 21 Billion dollars, I believe our pipeline by far trumps anything close to theirs.
Over the next years, I think we will see the movement they saw going quickly from cents to 10 - 40 - 90 - dollars.
Again - there is no need for begging from anyone here at IPIX --- we are in the best shape we have ever been. We have Aspire and about 28million in financing and a 75 million shelf to raise funds if needed to go alone a drug or two. However, as LEO has stated, last years focus was partnership and they are close and in late stage negotiations so I assume we will put Aspire on the shelf at some point this year and many will need to cover their short positions as we wake up to a watershed moment where people will be out millions of dollars as IPIX's value is reassessed and the true value is unlocked. IMO