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Inovio Pharmaceuticals, Inc. Message Board

  • inouknow inouknow May 24, 2014 4:40 AM Flag


    Recent turbulence due to RS will subside - hopefully, they will execute the RS very soon, and we can move forward. Remember not to lose sight of:
    1. Recent director buys - Dr. Kim and particularly Morton Collins. Read the profile for Mr. Collins. Does he look like someone that would invest almost $500k of his own money in a very speculative company?
    2. Read the corporate profile on the Inovio web site - it refers to 'working towards additional partnershipS with pharmaceutical companieS'.
    3. Cash runway - through to Q4 2017. How many other development stage bios. do you know with such a cash runway?
    4. Look at the investment in property and staff - all strong indicators of where the company's management believe they are headed.
    5. The corporate presentation on the web site has been recently updated, and still states that the INO-3112 trials will start in Q2. So, INO-3100 news must be imminent.
    6. Roche - their D.D. will have been VERY VERY robust. They were obviously sufficiently satisfied in both the electroporation and vaccine technologies to have chosen to have invest in INOVIO.
    7. Institutions - some are already onboard, and the increase(s) in their positions has been quite rapid.
    8. Once the RS is out of the way, the increased interest from institutions and the reduced volume of shares should lead to a fairly quick appreciation in the share price.

    Whilst I can appreciate the 'concerns' linked to the RS, and yes, we can argue about whether the RS was really necessary, all the fundamentals remain the same. One last point - IF the RS occurs ahead of the phase 2 results, then that will be a further, strong signal of the companies belief in the INO-3100 phase 2 trial, and the expectation of positive results. After all, a bad or poor outcome will hit the share price, and might cause the price to drop again, below the $5 threshold.

    Think about it - if the RS occurs ahead of the phase 2 news, what does that says about the managements' expectations from that trial?

    Sentiment: Strong Buy

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