I'm really appreciating the quality of discussion in this thread, it's refreshing to engage with thoughtful, long-term perspectives rather than the usual short-term noise. Great to see this level of dialogue.
The company looks to be at a very interesting stage with Phase II trials about to commence. It has me running the ruler over some of the finer details- perhaps someone astute might like to engage me on some of the following.
I believe the relationship between Inhalerx, iNGENu CRO and Clendon is very important. But a quick glimpse at the website of iNGENu shows that the same people leading that company are in fact leading Inhalerx. Has anyone questioned where the leaders are spending the majority of their time? I would think these leaders need to me focused on one initiative and that is Inhalerx... not iNGENu as well. Perhaps someone that has more insight would like to comment- is there any conflict of interest here?
And then Clendon- who are they and how do they have access to such a large amount of money to fund us. Perhaps the latter question isn't so much an issue. I do note the two leading Clendon have leadership roles at Bioron Pharma which has a drug called BRP-199 in their pipeline.
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BRP-199
Oral Cannabidiol Novel Formulation
• *Indication:* Rett Syndrome
• *Description:* Our novel oral formulation of cannabidiol aims to offer a significant therapeutic option for Rett Syndrome, a rare neurodevelopmental disorder. We are dedicated to enhancing the quality of life for these patients.
• *Development Stage:* Pivotal Phase 2 (Under Development)
• *Regulatory Pathway:* FDA 505(b)(2)
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I am not a pharmacist by any means but can see the clear targeted difference between IRX-211 and this. It's only the use of the word 'Cannabidiol' that creates a link between the two. Is there anything similar about these two?
https://inhalerx.com.au/team/
https://www.ingenucro.com/about-us
https://clendonbiotechcapital.com/about-us/
https://www.bioronpharma.com/about-us/
https://www.bioronpharma.com/pipeline/
Lastly, it was mentioned in an older thread that Darryl Davies does not reside in Australia. Is there any truth to this- seems to be listed as a Toorak local but I do note iNGENu has a lot of dealing with Malaysia. I am concerned leadership are not involved enough to be really driving a coordinated strategy involving the management of the two drugs in our pipeline AND marketing to both pharma and investors. Others have noted at just how lacklustre the marketing is- and I agree.
But therein lies the opportunity.
Don't flame me, I am here to clear up any remaining doubt before deciding to take a position. I appreciate any input or feedback.
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