New poster on other board asked the downer crew what their estimates were for buyout or platform numbers as he said he wanted to compare them to Lil K's estimates from a short while ago.
As we all know, he is going to get estimates that scrape the bottom of the barrel.
I wanted to give an opposing view, but I didn't want to throw any money figures around to look like a pumper, so I provided the following post. Hope it keeps things in perspective for the poster in question and others that may be new over there as many view the board but it seems only the max-damage crew post constantly.
"Figure LilK numbers to be a much closer estimate compared to the gang here that will most likely be on the bottom echelon as they all have nothing but contempt for IPIX.
Remember the science, the trial results, and the fact that BPs are currently flush with cash and very, very needy of replenishing their pipelines.
The OM/IBD market alone is quite large. Add in the additonal markets for B, which some have contended could be in the Humira-type range, and you see B is a potentially massive opportunity for some BP. Yet many will contend we will only get pennies for it?
Prurisol - results in the range many believe to be forthcoming from the P2b trial should/could rocket it into the position of first drug of choice for psoriasis due to ease of delivery (pill), safety (far and away safest, no contest), and efficacy (assuming we get a PSAI percentage of 50+). That would make P impressive in its own right, but then add in dermatology indications (acne,eczema, more serious skin lesion diseases) and the market for it more than triples. Now consider the possibility for other autoimmune diseases and revenues keep getting higher and higher. Think a BP wouldn't want this kind of drug in its pipeline and wouldn't be willing to spend up to get it?
Kevetrin - One word. PILL. Once this comes about Kevetrin should be the hottest complementary drug in the cancer arena, a drug that could allow currently too potent drugs to be used in the fight. That market is about $90B/yr. How is that for an opportunity?
Timing is crucial at this time, the current term sheet coming to fruition IPIX's lifeline to cash to keep all drugs moving forward. We need BP for this partnership dearly, but BP needs Brilacidin just as dearly. A full value partnership for both sides will bring great benefits to all, that is why I see a win/win partnership as the most logical conclusion as opposed to a stick it to them as hard as we can attitude from BP. Remember, B has almost unscratched further indications possible and this first partner should have an inside track to acquire the entire platform IMO to keep the problems away that partnering piecemeal with many BPs would bring about.
That is the upside view. You will be getting the downside views from others. Do your DD, make your own opinion.
From your moniker, I assume you are a singer from MN. What music is your forte?"
As we all know, he is going to get estimates that scrape the bottom of the barrel.
I wanted to give an opposing view, but I didn't want to throw any money figures around to look like a pumper, so I provided the following post. Hope it keeps things in perspective for the poster in question and others that may be new over there as many view the board but it seems only the max-damage crew post constantly.
"Figure LilK numbers to be a much closer estimate compared to the gang here that will most likely be on the bottom echelon as they all have nothing but contempt for IPIX.
Remember the science, the trial results, and the fact that BPs are currently flush with cash and very, very needy of replenishing their pipelines.
The OM/IBD market alone is quite large. Add in the additonal markets for B, which some have contended could be in the Humira-type range, and you see B is a potentially massive opportunity for some BP. Yet many will contend we will only get pennies for it?
Prurisol - results in the range many believe to be forthcoming from the P2b trial should/could rocket it into the position of first drug of choice for psoriasis due to ease of delivery (pill), safety (far and away safest, no contest), and efficacy (assuming we get a PSAI percentage of 50+). That would make P impressive in its own right, but then add in dermatology indications (acne,eczema, more serious skin lesion diseases) and the market for it more than triples. Now consider the possibility for other autoimmune diseases and revenues keep getting higher and higher. Think a BP wouldn't want this kind of drug in its pipeline and wouldn't be willing to spend up to get it?
Kevetrin - One word. PILL. Once this comes about Kevetrin should be the hottest complementary drug in the cancer arena, a drug that could allow currently too potent drugs to be used in the fight. That market is about $90B/yr. How is that for an opportunity?
Timing is crucial at this time, the current term sheet coming to fruition IPIX's lifeline to cash to keep all drugs moving forward. We need BP for this partnership dearly, but BP needs Brilacidin just as dearly. A full value partnership for both sides will bring great benefits to all, that is why I see a win/win partnership as the most logical conclusion as opposed to a stick it to them as hard as we can attitude from BP. Remember, B has almost unscratched further indications possible and this first partner should have an inside track to acquire the entire platform IMO to keep the problems away that partnering piecemeal with many BPs would bring about.
That is the upside view. You will be getting the downside views from others. Do your DD, make your own opinion.
From your moniker, I assume you are a singer from MN. What music is your forte?"
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