IHL-42x will be the first pharmaceutical treatment for OSA. I’m...

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MickeyMantle536

933 Posts.

1446

03/06/22

19:21

Post #: 61813033
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Originally posted by Paulfool ↑

This is a handy graph I refer to when there is share price retraction which seems to go against the fundamentals.
Works just as well in Biotech as exploration.

Dr Sud 2019 AGM presentation he suggested exactly this that it would not be a cure, but move people down 1 or more levels eg. severe to moderate, moderate to mild.

But the key part is the size of the moderate and mild markets are huge and ones that cpap machines are either under utilised or do not reach.

This is a major derisking event and combined with the Board's foresight to secure ProCaps manufacturing agreement 8 months ago and positive FDA pre IND meeting, this will significantly shorten time to commercialisation. The Board has even suggested that 2 years post Pivotal trials this can be commercialised, in biotech terms this is fast and all very likely in 2 years from now will have a completed pivotal study and a saleable asset (or cash cow) that elipses the target market of Jazz's 7.2B US ($10B AUD) takeover of GW Pharma.

I envision IHL42x to also be a short term option for Severe osa sufferers who want to be able to travel away for weekend without needing to lug their cumbersome cpap with them.

The not so long term future just got a fair bit brighter, looking forward to next week's EGM.

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IHL-42x will be the first pharmaceutical treatment for OSA. I’m absolutely convinced this is the path we are on as IHL shareholders.

And that multi billion market exists regardless of market conditions, wars, inflation, interest rates etc…

Some punters think they always have to be active in the market. I’m the opposite, DYOR and if it stacks up and the results continues to develop positively then you just need to hold.

IHL Price at posting: 40.5¢ Sentiment: Buy Disclosure: Held
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