and that is what i find so telling since Feb - Mar
Post# of 72440
imo IPIX (even with known events of 2014/2015) has always had the *liquidity* that both NR provide/s and traders provide
that is .. up until this past year
but it's now the almost total lack of *liquidity* (imo very evident) that i suspect
has forced NRs' hand in alignment with what mgmt has filed .. that has changed
the gamble in play imo is huge (risk) for NR .. even tho' they can compress IPIX down every day .. until of course they can't
but NR is used to controlling outcomes .. when they *cant* .. it can be EPIC
i too added today .. and have another bid patiently waiting for NRs' predictable patterns
my bid was split in 2 fills (2 MMs' reporting) .. and part of it was bundled into a trade that was mirrored (duplicated) .. 2500 .. i'll post out when i do the tape of trades for today ..
nice post btw
4kids
Am on another close knit board but many there are more traders than investors. As one would imagine, they are going berserk over the rapid drop in price over the last month or so. I answered them below, trying to allay some of their fears and trying to make them realize what they have in an IPIX investment:
Investors know what they own, traders only know what they see on a chart. Investors know what the company has said in regards to when they will announce deals, traders want action today regardless of the process needed to attain large returns (same problem most companies have today in worrying about quarterly returns instead of long term growth and profitability). IPIX was in the .70s a mere month or two ago. What has changed for this rapid drop? Negative news? No. Competitor products being approved that diminishes the chances for our products to succeed? No, just the opposite. Has mgt quit communicating with shareholders due to dire circumstances? No, just the opposite, in talks with BPs as to deals as evidenced by CDAs.
If you don't believe Brilacidin has already established itself as a billion dollar drug that could rival Humira down the line in annual sales, being an antibiotic/anti-inflammatory and a probable large dermatology related success then sell and chase your pennies in other stocks you can trade daily. We know we are but days to a couple of weeks away from Prurisol P2b results that could (and I believe should) result in Prurisol becoming the leading treatment for psoriasis, but if you can't handle the short wait then IPIX is not for you. Biotech doesn't work on a fast track. If you don't believe the hundred Billion $+ reserves of BPs are looking for a pipeline in which to invest and cannot see that IPIX has the most astounding lineup of 3 drugs already thru P2 trials, then IPIX is not for you. If you are jumping with joy at a gain of a price share rise to $3/share and cannot wait a matter of a month or two for a possibility of 10X that then IPIX is not for you. Play your charts, make your pennies, and be happy. Is success guaranteed? No. But look at what is in our favor. 5 trials with no failures and NO SAFETY ISSUES. Does eveyone understand the value in that for a pipeline of drugs that should work in a revenue stream of $100B/ yr? In the realm of biotech that is nearly beyond belief and is worth an immeasurable amount. To put it in perspective, how much revenue a yr is NXO going to get from the camera for iphones and such? Would most be happy w/ $1Billion/yr? Brilacidin has as it's smallest target Oral Mucositis and that alone should reach that level. Add in IBD (Irritable Bowel Disorders) and you get maybe an additional $10-15B, add in dermatology apps and another possible $20B, add in antibiotic uses at another number of Billions, then Prurisol just for psoriasis possible $5-8B/yr and the rest of the anti-immune diseases (there are about 100 of them) many billions and we haven't even mentioned Kevetrin that has achieved being able to energize the pathway to ignite the p53 gene (the Guardian Angel Gene) and the most researched subject in medical history. The top cancer drugs did about $90 billion / yr and K could become a combo drug for all or most of them. I'd say IPIX odds are very high in becoming a very successful company, but if you can't stand some heat sell and get back in after the deals are actually signed. As it is now, though, most sound like they have bought the paid trolls garbage of no science, no mgt, no opportunities, et al and it sickens me to see so many buying their rot. There are very, very few true golden rings to grab in the field of investing. IPIX is one, so obstacles are to be expected and risks taken. That is why there is such a large operation in place to try and undermine them at this point in time , because the shorts know their time of ruling the share price is about to come to an end.
The company's latest PR was about selecting German based EVONIK as the contractor to make our Brilacidin sachets for Oral Mucositis and this will be the exact formulation that we will bring to market. Ergo, we have solved the formulation for the sachet. Who is EVONIK? 38K employees operating in over 100 countries with yearly revenues of about 14B Euros per year. They have a major Investing arm and they will be able to provide IPIX with gels/foams/creams/pills/IV solutions. Could we be discussing a partnership with them so that we two also distribute the OM sachet worldwide and keep this $1B+ revenue stream to ourselves? The revenue stream should actually rise significantly as rather than just for head and neck cancers, this product will be so easy to administer and be so universally effective that all patients being treated with radiation/chemo will be prescribed it as no oncologist will want to get hit with a lawsuit should their patient get OM and they didn't prescribe this easy fix for the problem ever occurring. This is just one of many scenarios that could be playing out. Again, it doesn't happen overnight, but EVONIK doesn't get in bed with companies that they don't see have a good future.
Maybe we don't partner with EVONIK for worldwide distribution, but in negotiating with BPs Leo could sure use this possibility as a leverage point as to why BP better step to the plate with an acceptable offer. We aren't going into these negotiations with an empty pistol. We are negotiating from a position of strength.
I am not trying to say IPIX is a given success, I am only trying to stress why it should be viewed with a different set of eyes than a normal stock which has only millions to hundreds of millions in possible revenues.
Just for those needing a refresher, Dr Bertolino was head of dermatoloy for both Pfizer and Novartis and his contacts and expertise in this field should be of immense value for selling Brilicidin for dermatology applications (Eczema, acne, and Hidradenitis Suppurativa) which have yearly revenues over $40B.