Some thoughts on the $IPIX 8k and the notes from a
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Posted On: 09/21/2019 5:08:25 PM
Some thoughts on the $IPIX 8k and the notes from a couple of posters who attended the $IPIX shareholder meeting:
- There were 150M YES vs 14M NO votes on the authorized share increase. That represents more than a 10 to 1 ratio. This validates that a very large majority of $IPIX shares are STRONGLY held by investors that believe in $IPIX science and trust Leo to continue to wisely manage financial resources of stock issuance required for $IPIX science advancement.
- It is and will be very telling if $IPIX share price continues to be compressed. With 150M+ shares strongly held, where will the sellers come from? Does anyone believe that shareholders that voted YES will sell their shares for pennies or is it more likely that they are hanging on longer term for dollars? Typically you need to have both a seller and a buyer to make a transaction. I believe we will see a lot of “volume” without a lot of sellers. How is that logically possible?……..hmm UNLESS they are not real transactions! There will likely be more counterfeit shares with bogus transactions as the NSS/NR/criminals keep digging themselves into a deeper hole. I am also guessing that some of the investors that make up the 150M share count that are STRONG & LONG will take advantage of some additional bargain hunting courtesy of the criminals.
- B-OM phase 3 guidelines are for 300 active drug recipients. + 150 placebo which is set up to be a very favorable trial for streamlined advancement. It only takes 1 of the several interested parties to finalize a deal. Note that $IPIX is not jumping into any trials without first securing non-dilutive financing to fund that particular trial. A B-OM partnership could be inked without warning at which time a relatively short B-OM phase3 trial will quickly commence.
- My favorite quote from a shareholder note from Dr. Bertolino regarding B-IBD pill was “BP wants to see a 2a. BP told them that if they can show them a successful 2a, they will be “knocking their door down“. If that quote doesn’t get you extremely excited about $IPIX, you probably shouldn’t be invested in biotech IMO. Dr. Bertolino also was quoted: “Dr. B spoke up and said, “I’m still here after 3 years, and if I didn’t believe, I wouldn’t be here anymore.”
- Another great quote: “Leo said that he will provide more clarity in the coming weeks. “A new direction, a new understanding of what’s going on, actually growing the company, not shrinking it.” I personally believe Leo is more than just a fiscally prudent CEO. I believe he will execute a well thought out plan and that no one not named Leo or Arthur will be able to predict the exact WHAT or the exact WHEN. Long term investors will want to have maximum exposure as this plan unfolds and the science progresses.
- IMO the Alfasigma deal was the foundation for the Brilacidin franchise. Having a partner fund trials to advance and further validate the science is huge. I personally believe this was a great milestone regardless of whatever upfront cash $IPIX ended up with in the deal. The Right of First Refusal is financially a good floor for future IBD instance negotiation but this contractual feature strongly favors $IPIX to maximize Brilacidin IBD monetization.
- Per the POS AM financial filing it appears that Outstanding Share count will rise from 205,620,200 up to approximately 262,535,967. I am personally more than OK with a share count under 300M shares as IPIX enters multiple instances in mult-billion dollar markets. B-OM phase 3 costs will be paid for by a B-OM future partner. B-IBD UP/UPS is being paid for by Alfasigma. B-IBD Colitis will be paid for by whatever BP partner ‘knocks the door down” to grab a big chunk of a $48B market. We may see some type of Kevetrin partnership down the road but in the meantime IPIX will use some resources to advance Kevetrin pill form which if successful will make $IPIX shareholders very wealthy IMO.
Summary:
$IPIX continues to advance their science with frugal management of resources. The Alfasigma deal is the foundation for the Brilacidin franchise. The announced B-IBD pill development with BDD is a huge strategic initiative that positions IPIX in an extremely lucrative IBD colitis market. B-OM is a phase 3 ready instance with multiple parties engaged in partnership discussions with a clearly defined and detailed roadmap paved in cooperation with the FDA. $IPIX is positioned in the EU for trial advancement and eventual distribution.
$IPIX short term share price will continue to be artificially compressed as the criminals have no good option other than to continue to pump out additional counterfeit shares. The NSS crews and SMB bashers are out in full force. The problem for them though is that a vast majority of $IPIX shareholders are Real Longs who are holding and in many cases buying more shares to increase their position and to lower their cost basis. As $IPIX continues to advance the science and as Leo executes strategies and achieves milestones, there will be a pendulum swing in the control of $IPIX share price. The criminals at some point will be forced to try to do a controlled take up. They may or may not be able to control their targeted prices in hopes of shorting them back down. If the 150M share base of LONG & STRONG are right about Leo’s ability to execute and new investors flood into $IPIX stock, then we will be looking at an entirely different situation as far as who is in control and who gets crushed.
- There were 150M YES vs 14M NO votes on the authorized share increase. That represents more than a 10 to 1 ratio. This validates that a very large majority of $IPIX shares are STRONGLY held by investors that believe in $IPIX science and trust Leo to continue to wisely manage financial resources of stock issuance required for $IPIX science advancement.
- It is and will be very telling if $IPIX share price continues to be compressed. With 150M+ shares strongly held, where will the sellers come from? Does anyone believe that shareholders that voted YES will sell their shares for pennies or is it more likely that they are hanging on longer term for dollars? Typically you need to have both a seller and a buyer to make a transaction. I believe we will see a lot of “volume” without a lot of sellers. How is that logically possible?……..hmm UNLESS they are not real transactions! There will likely be more counterfeit shares with bogus transactions as the NSS/NR/criminals keep digging themselves into a deeper hole. I am also guessing that some of the investors that make up the 150M share count that are STRONG & LONG will take advantage of some additional bargain hunting courtesy of the criminals.
- B-OM phase 3 guidelines are for 300 active drug recipients. + 150 placebo which is set up to be a very favorable trial for streamlined advancement. It only takes 1 of the several interested parties to finalize a deal. Note that $IPIX is not jumping into any trials without first securing non-dilutive financing to fund that particular trial. A B-OM partnership could be inked without warning at which time a relatively short B-OM phase3 trial will quickly commence.
- My favorite quote from a shareholder note from Dr. Bertolino regarding B-IBD pill was “BP wants to see a 2a. BP told them that if they can show them a successful 2a, they will be “knocking their door down“. If that quote doesn’t get you extremely excited about $IPIX, you probably shouldn’t be invested in biotech IMO. Dr. Bertolino also was quoted: “Dr. B spoke up and said, “I’m still here after 3 years, and if I didn’t believe, I wouldn’t be here anymore.”
- Another great quote: “Leo said that he will provide more clarity in the coming weeks. “A new direction, a new understanding of what’s going on, actually growing the company, not shrinking it.” I personally believe Leo is more than just a fiscally prudent CEO. I believe he will execute a well thought out plan and that no one not named Leo or Arthur will be able to predict the exact WHAT or the exact WHEN. Long term investors will want to have maximum exposure as this plan unfolds and the science progresses.
- IMO the Alfasigma deal was the foundation for the Brilacidin franchise. Having a partner fund trials to advance and further validate the science is huge. I personally believe this was a great milestone regardless of whatever upfront cash $IPIX ended up with in the deal. The Right of First Refusal is financially a good floor for future IBD instance negotiation but this contractual feature strongly favors $IPIX to maximize Brilacidin IBD monetization.
- Per the POS AM financial filing it appears that Outstanding Share count will rise from 205,620,200 up to approximately 262,535,967. I am personally more than OK with a share count under 300M shares as IPIX enters multiple instances in mult-billion dollar markets. B-OM phase 3 costs will be paid for by a B-OM future partner. B-IBD UP/UPS is being paid for by Alfasigma. B-IBD Colitis will be paid for by whatever BP partner ‘knocks the door down” to grab a big chunk of a $48B market. We may see some type of Kevetrin partnership down the road but in the meantime IPIX will use some resources to advance Kevetrin pill form which if successful will make $IPIX shareholders very wealthy IMO.
Summary:
$IPIX continues to advance their science with frugal management of resources. The Alfasigma deal is the foundation for the Brilacidin franchise. The announced B-IBD pill development with BDD is a huge strategic initiative that positions IPIX in an extremely lucrative IBD colitis market. B-OM is a phase 3 ready instance with multiple parties engaged in partnership discussions with a clearly defined and detailed roadmap paved in cooperation with the FDA. $IPIX is positioned in the EU for trial advancement and eventual distribution.
$IPIX short term share price will continue to be artificially compressed as the criminals have no good option other than to continue to pump out additional counterfeit shares. The NSS crews and SMB bashers are out in full force. The problem for them though is that a vast majority of $IPIX shareholders are Real Longs who are holding and in many cases buying more shares to increase their position and to lower their cost basis. As $IPIX continues to advance the science and as Leo executes strategies and achieves milestones, there will be a pendulum swing in the control of $IPIX share price. The criminals at some point will be forced to try to do a controlled take up. They may or may not be able to control their targeted prices in hopes of shorting them back down. If the 150M share base of LONG & STRONG are right about Leo’s ability to execute and new investors flood into $IPIX stock, then we will be looking at an entirely different situation as far as who is in control and who gets crushed.
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(2)Innovation Pharmaceuticals Inc (IPIX) Stock Research Links
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