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Latest Forum Topics / IX Biopharma    Last:0.365    +0.025  Post Reply
iX Biopharma
Joelton
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11-May-2026 10:16     
 
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 Alert Admin
IX Biopharma - Restructuring of Consumer Business and Update on Proposed Joint Venture with Orion Speciality Labs 
 
Internal Restructuring
  • Ligo Pharma Pte Ltd: iX Biopharma is consolidating its consumer business assets (Australian/HK subsidiaries and the WaferiX DTC platform) into this newly incorporated, 100% owned holding company.
  • Asset Split: Ligo will be the vehicle for the US strategy . iX retains the Wafermine drug product, regulatory assets, and US Department of Defence (DoD) contract obligations.
  • Financial Impact: The Board confirmed this is an intra-group reorganisation with no material impact on consolidated net tangible assets or earnings per share for the current financial year.


US Strategy & Rationale
  • Immediate Commercialization: The 503A/B compounding framework allows for the immediate commercialization of approximately 40 formulations without waiting for FDA approval.
     
  • DTC Telehealth: The strategy focuses on building a direct-to-consumer telehealth business. The Board notes that these businesses often trade at valuation premiums and benefit from iX' s patented sublingual technology.
     
  • Peptide Opportunity: iX identifies peptides as a major opportunity following the removal of 12 peptides from the restricted list in early 2026. The company claims a first-mover advantage due to its sublingual delivery technology.
     
  • Local Manufacturing: The announcement states that US-based manufacturing is operationally necessary to avoid tariff exposure and supply chain uncertainties inherent in shipping from Australia.
     
  • Future Exit: The standalone structure is intended to preserve flexibility for future corporate actions, including potential listings on the SGX-ST or NASDAQ.


Joint Venture Update
  • Orion & GLD: iX is in advanced discussions with GLD Partners, LP and Orion Specialty Labs to incorporate Orion into the Ligo structure.
     
  • Status: GLD would become a co-shareholder of Ligo. Discussions have progressed from a simpler arrangement in November 2025 to a more substantive joint venture structure.
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WBdisciple
Elite
11-May-2026 09:21     
 
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 Alert Admin 		Entering in US market is impt..AND what is more eye-popping is their mention of future corporate actions that could be a spin-off on SGX or NAsdaq...HOPE NASDAQ IS THE ONE THEY ARE EYEING...look at Addvalue..iX could be another high potential one.
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Winall88
Member
11-May-2026 08:38     
 
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 Alert Admin 		You jealous?

Cindyteoh      ( Date: 11-May-2026 08:10) Posted:

Drop to 350 ? 

loss making 

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TraderBen
Supreme
11-May-2026 08:38     
 
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 Alert Admin 		u sold already? u didnt see alot of US companies loss making but stock price still up? stock is forward looking.. not looking on current stats..

DYODD

Cindyteoh      ( Date: 11-May-2026 08:10) Posted:

Drop to 350 ? 

loss making 

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GGTTAANN
Senior
11-May-2026 08:33     
 
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 Alert Admin 		3. RATIONALE FOR THE RESTRUCTURING The Board believes the restructuring is a necessary and value-creating step. It establishes a purpose-built vehicle to pursue the US consumer health market, which the Board considers the most significant near-term commercial opportunity for iX' s technology, and positions the Company to move quickly and with focus. The key reasons are as follows: &bull iX can enter the large and growing US longevity and lifestyle health market immediately, without waiting for FDA approval. The US 503A/B compounding framework allows iX to commercialise approximately 40 WaferiX-based formulations now, through a pathway that does not exist in any other market iX currently operates in. The US longevity and lifestyle health segment is driven by health-conscious, higher-income consumers who continue to spend on health and wellness regardless of broader economic conditions a segment that is relatively resilient to macroeconomic pressures and one that iX' s product portfolio is directly suited to serve. The scale of this market, and the immediacy of the access the compounding pathway provides, is the primary commercial rationale for the restructuring. &bull The strategic objective is to build WaferiX DTC, a direct-to-consumer telehealth business, not merely a compounding operation. Incumbent DTC telehealth businesses trade at significant valuation premiums to conventional pharmaceutical distribution companies. WaferiX DTC' s advantage is product differentiation: unlike existing platforms that dispense generic, injection-based products, WaferiX formulations are innovative and needle-free, built on patented sublingual technology. &bull Peptides are one of the most significant emerging opportunities in US compounding today. In early 2026, the US authorities removed 12 peptides from the restricted compounding list and scheduled a formal advisory committee review for July 2026 to consider their availability through licensed compounding pharmacies. A favourable outcome could open a substantial new addressable market through the compounding pathway. iX has the technology capable of delivering peptides sublingually, without injection, and several peptides in iX' s own pipeline are among those under active regulatory review. This is a meaningful first-mover advantage in a market that is not yet open. The Board considers it essential to have US manufacturing infrastructure in place before this window opens. No assurance can be given as to the outcome or timing of any regulatory change. &bull US-based manufacturing is operationally necessary to execute this strategy. Supplying the US from Australia is unviable tariff exposure, supply chain uncertainties, and restrictions on active drug ingredients under Australian regulations make it uncompetitive. US-based manufacturing eliminates these constraints. &bull A standalone consumer business structure unlocks value and preserves flexibility for future corporate actions. Ligo creates a focused, investable entity that can be understood and valued independently of iX' s pharmaceutical assets, and preserves flexibility for corporate actions including a spin-off listing on SGX-ST or NASDAQ.
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GGTTAANN
Senior
11-May-2026 08:20     
 
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 Alert Admin 		Big Huat! Great News on opening up US Market .
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Cindyteoh
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11-May-2026 08:10     
 
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 Alert Admin 		Drop to 350 ? 

loss making 
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SAINTE
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11-May-2026 07:56     
 
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 Alert Admin 		https://links.sgx.com/1.0.0/corporate-announcements/FMCPS3EGS4EDYWS4/37ad4b9f47c923f5130b771e450b9b7a9149abd3a919a8d1aee7f263062032f7
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Winall88
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10-May-2026 17:20     
 
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 Alert Admin 		Good that you bring up about success rates. Traditionally big pharmas had been relying on these 40-60% success rates to grow their businesses! Pharmas know the % and had been investing in R& D as they know the returns are high.

if you had bother to research more, wafermine is based on ketamine and utilizing a new mode of administration. Ketamine is an existing medicine which is well proven to be safe.

phase II study does not require large patients. 100-200 are considered a lot. This is the norm. 

in wafermine, it' s phase IIb study is well proven in efficacy and safety and that' s why US is investing in its further development, sparing Ixbiopharma the investment.. 

kye_lin      ( Date: 10-May-2026 12:28) Posted:

Phase 3 trials failure rate is 40 to 50%. Large scale trials on actual patients. A lot failed due to unexpected side effects and poor real world efficacy of drug. Phase 2 trials is just proof of concept on a few hundred patients. Just saying.
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kye_lin
Master
10-May-2026 15:50     
 
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 Alert Admin 		If you believe in the stock and the narrative, go for it. The market will decide. To each his own.
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Newbie85
Veteran
10-May-2026 15:32     
 
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 Alert Admin 		By your theory beng Kuang loss result, Beng Kuang now should be 3 series too.

It?s a Pharma company without real sales since it?s not passed.

How to make profit from something that hasn?t been approved for usage?!

kye_lin      ( Date: 09-May-2026 09:31) Posted:

Monday go back to 30s....
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stlimst
Master
10-May-2026 12:51     
 
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 Alert Admin 		Beside full FDA approval, iX Biopharma is leveraging a JV with [Orion Specialty Labs] to introduce the drug via US compounding pharmacies, bypassing some traditional approval timelines. 

There's much info on Wafermine...go check out ChatGPT or Copilot.
Then you will know why I am so confident.
Holding out for $1...haha
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kye_lin
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10-May-2026 12:28     
 
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 Alert Admin 		Phase 3 trials failure rate is 40 to 50%. Large scale trials on actual patients. A lot failed due to unexpected side effects and poor real world efficacy of drug. Phase 2 trials is just proof of concept on a few hundred patients. Just saying.
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ahberngh
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10-May-2026 12:15     
 
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 Alert Admin 		Passing phase 2 does not mean automatic pass phase 3.
If so, no need to test anymore.
My last wword, no need to discourse anymore, wasteb of time, just wait for result.
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Winall88
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10-May-2026 11:54     
 
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 Alert Admin 		Why will confidence be misplaced? As long as wafermine is concerned, it has passed Phase II studies with good efficacy data as well as safety data. That' s why it is now moving to phase III study. This is typical route for any pharmaceuticals products. 

Good thing this counter is generating more interest now. and hopefully people will read more into it rather than simply investing blindly. 

ahberngh      ( Date: 10-May-2026 11:26) Posted:

I am saying that nothing is certain and we must not be overconfident.
But, yes, I have been following IX since I first bought into it
in Oct 2020 (and continuing to buy even now), and I am optimistic that it should pass the trial.
Let' s hope that our confidence is not misplaced.

stlimst      ( Date: 10-May-2026 10:59) Posted:

I am saying IX is almost certain to ace Phase 3 clinical trials.
Yes the trial is stringent and evidence based.
But UX is not new to this and have been priming for this one for quite some time.
The fact that they can convinced US DoD to fund this says alot.
No fear
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ahberngh
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10-May-2026 11:26     
 
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 Alert Admin 		I am saying that nothing is certain and we must not be overconfident.
But, yes, I have been following IX since I first bought into it
in Oct 2020 (and continuing to buy even now), and I am optimistic that it should pass the trial.
Let' s hope that our confidence is not misplaced.

stlimst      ( Date: 10-May-2026 10:59) Posted:

I am saying IX is almost certain to ace Phase 3 clinical trials.
Yes the trial is stringent and evidence based.
But UX is not new to this and have been priming for this one for quite some time.
The fact that they can convinced US DoD to fund this says alot.
No fear.

ahberngh      ( Date: 10-May-2026 09:52) Posted:

There is no guarantee.
Yes, every chance will be given for it to pass since it has support of the Army,
but the phase 3 trial is based  on scientific evidence and if the science fails, it won' t pass.
I will hope that the science won' t fail because I am vested.
 
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stlimst
Master
10-May-2026 10:59     
 
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 Alert Admin 		I am saying IX is almost certain to ace Phase 3 clinical trials.
Yes the trial is stringent and evidence based.
But UX is not new to this and have been priming for this one for quite some time.
The fact that they can convinced US DoD to fund this says alot.
No fear.

ahberngh      ( Date: 10-May-2026 09:52) Posted:

There is no guarantee.
Yes, every chance will be given for it to pass since it has support of the Army,
but the phase 3 trial is based  on scientific evidence and if the science fails, it won' t pass.
I will hope that the science won' t fail because I am vested.
 

stlimst      ( Date: 10-May-2026 08:41) Posted:

Bro, with the funding and support from US government, phase 3 trial will pass, not 'if'.
There's already agreement for emergency use of the drug in US, while waiting for FDA.
Yes, this is game changing
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ahberngh
Elite
10-May-2026 09:52     
 
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 Alert Admin 		There is no guarantee.
Yes, every chance will be given for it to pass since it has support of the Army,
but the phase 3 trial is based  on scientific evidence and if the science fails, it won' t pass.
I will hope that the science won' t fail because I am vested.
 

stlimst      ( Date: 10-May-2026 08:41) Posted:

Bro, with the funding and support from US government, phase 3 trial will pass, not 'if'.
There's already agreement for emergency use of the drug in US, while waiting for FDA.
Yes, this is game changing.

ahberngh      ( Date: 10-May-2026 07:48) Posted:

The phase 3 trial if passed and FDA approval is granted
will be a game changer for IX. 
A lot depends on this.
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Winall88
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10-May-2026 09:09     
 
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 Alert Admin 		One of the key milestone is the JV with Orion. Possibly to support the phase III study and subsequently to commercialize. 

stlimst      ( Date: 10-May-2026 08:41) Posted:

Bro, with the funding and support from US government, phase 3 trial will pass, not 'if'.
There's already agreement for emergency use of the drug in US, while waiting for FDA.
Yes, this is game changing.

ahberngh      ( Date: 10-May-2026 07:48) Posted:

The phase 3 trial if passed and FDA approval is granted
will be a game changer for IX. 
A lot depends on this.
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stlimst
Master
10-May-2026 08:41     
 
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 Alert Admin 		Bro, with the funding and support from US government, phase 3 trial will pass, not 'if'.
There's already agreement for emergency use of the drug in US, while waiting for FDA.
Yes, this is game changing.

ahberngh      ( Date: 10-May-2026 07:48) Posted:

The phase 3 trial if passed and FDA approval is granted
will be a game changer for IX. 
A lot depends on this.
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