1 ivx will be seeking new IP based on the PhII in oral nadolol, based on new understanding of the biomarkers following the trial. This is obviously going to see us also go into a new marketing space, possibly indicating even more interesting applications. They know more about what Nadolol is doing and not doing, and some of it is worth protecting. Looks like a busy couple of months for Dr Glass, hopefully he gets to go on holiday sometime.
2 they have chosen the non-CFC inhaler for Zafirlukast. If you remember the CFC-based safety trials have been completed - which I might have forgotten, but now this is a very welcome piece of information as it means the project could go to market faster with more FDA love at less cost.
3 this is a general point but the presentation assumes they have a hell of alot more staff and $ at hand. Ph2 in 3 indications for inhaled nadolol?? So yes, they are proceeding as if they have the backing of a major pharma partner. And there is no reason to suspect that after a successful ph2 this should not happen!
Seeing this behind the scenes progress on so many fronts is encouraging.
IVX Price at posting:
1.4¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)