One new question: How big a revenue stream should Brilacidin generate when they have solid ABSSSI P3 results and make it commercial? Don't think I have ever seen a number for this market yet.
Had a private phone chat w/ a Dermatologist yesterday that I met thru a private forum. He knew all about IPIX and his main fears were all related to doing business in the biotech industry, not the drugs themselves.
I asked him what conservative estimate he would give for achieving excellent results in Prurisol P2b and he said 25%. He said there were absolutely no worries about the safety of the drug but that many drugs have disappointing efficacy results so he was being conservative in his estimate. We discussed the 200 dosage just starting the positive results and I mentioned I thought the 300 dosage was the expected sweet spot and the 400 dosage was to show the FDA that >300 dosage level served no purpose. He said that was a key issue to be able to provide the FDA. We discussed how even at 200 we were darn close to Otezla at its best and in addition we had no safety issues and we supposedly stopped the itching. He agreed the itching was a MAJOR issue and thus Prurisol should be a billion dollar indication even at efficacy levels of Otezla. Edit: He also added that psoriasis is so complex that many things could go wrong at any time.
The only negatives and warnings he gave was not to get too heavy into any biotech stock as nothing is guaranteed and he had seen many failures from out of the blue. He also had nothing good to say about the business side of biotech and that underhanded tricks seemed to be common in the industry and most likely due to the massive amounts of money being negotiated.
I replied it was too late to rein in my enthusiasm and investment but that Brilacidin alone made me feel my belief in IPIX was fully justified.
He also said there was absolutely no reason to infer any problems in the P2b trial simply due to the delay of PRd results as that seemed to be quite normal in the industry.
All above is strictly anecdotal as I have no links to refer anyone to and is put out simply to provide further support for IPIX from sources with expertise in the dermatology end of the medical industry.
As an aside, he was a friend of Patrick Cox who was a major supporter of CTIX back in its infancy. Don't know how many here remember that name.
Had a private phone chat w/ a Dermatologist yesterday that I met thru a private forum. He knew all about IPIX and his main fears were all related to doing business in the biotech industry, not the drugs themselves.
I asked him what conservative estimate he would give for achieving excellent results in Prurisol P2b and he said 25%. He said there were absolutely no worries about the safety of the drug but that many drugs have disappointing efficacy results so he was being conservative in his estimate. We discussed the 200 dosage just starting the positive results and I mentioned I thought the 300 dosage was the expected sweet spot and the 400 dosage was to show the FDA that >300 dosage level served no purpose. He said that was a key issue to be able to provide the FDA. We discussed how even at 200 we were darn close to Otezla at its best and in addition we had no safety issues and we supposedly stopped the itching. He agreed the itching was a MAJOR issue and thus Prurisol should be a billion dollar indication even at efficacy levels of Otezla. Edit: He also added that psoriasis is so complex that many things could go wrong at any time.
The only negatives and warnings he gave was not to get too heavy into any biotech stock as nothing is guaranteed and he had seen many failures from out of the blue. He also had nothing good to say about the business side of biotech and that underhanded tricks seemed to be common in the industry and most likely due to the massive amounts of money being negotiated.
I replied it was too late to rein in my enthusiasm and investment but that Brilacidin alone made me feel my belief in IPIX was fully justified.
He also said there was absolutely no reason to infer any problems in the P2b trial simply due to the delay of PRd results as that seemed to be quite normal in the industry.
All above is strictly anecdotal as I have no links to refer anyone to and is put out simply to provide further support for IPIX from sources with expertise in the dermatology end of the medical industry.
As an aside, he was a friend of Patrick Cox who was a major supporter of CTIX back in its infancy. Don't know how many here remember that name.
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