The last few months have been great for Inovio investors. The stock has multiplied more than 5 times since November 2012 when it made its 52 week low of $0.44. On a ytd basis, the stock is up more than 327%, and even the 52 week performance is not bad at all. A major part of the momentum has been due to the agreement with Roche (RHHBY) for its vaccines and the electroporation technology. Roche has seen potential in the vaccines (especially the one for prostate cancer) and the drug delivery technology. New drug delivery technologies are an area of focus, and even other technologies are being tested to improve efficiency and efficacy. QuSomes, a lipisomal delivery technology by Biozone (BZNE), is known to increase solubility of the drugs. This increases the efficiency of administration and reduces the cost of production substantially. OPKO Health (OPK) is testing the QuSome technology for several drugs based on an agreement with Biozone. As mentioned in an article on Trefis, that technology is also believed to have a lot of potential. The outlook for Inovio has changed dramatically after the deal as the company will receive and upfront payment of $10 million and milestone payments in excess of $400 million. More than the money, the collaboration with Roche will have positive impacts in other aspects of the business also. Roche has kept the option of collaboration with Inovio on other vaccines open. Support of Roche will help in faster trials, and help those products realize their potential. Further, the fact that Roche has seen potential in the company does increase the possibility of other investors taking Inovio more seriously. All this adds to the positivity about the outlook of the long term future of the company. The exact impact of the deal will be known over the next several quarters and years, but the hopes are higher.