Thanks, similar circumstances with me. Some how I missed information on new facility. Invested with several thousand shares in early 2015. I want more. You have made it easier for me to make this decision. Agree with your assessment. Since no dilution for new manufacturing plant, things look promising. Appreciate your quick response.
Looking for more information about Canadian funding for the versafilm manufacturing facility you mentioned. Do you have more details about this? Is this confirmed, & do you know when facility will be completed? I am a new, small investor here in IGXT. Hoping to invest more soon if Canadian funding is definite.
Thanks, LadyD for your comment. Would you add to your observation concerning pain? Wondering about needle free injections, are they pain free?
I can see that the new patent is a comment on our management. Have they found something of value for the company? Or will the new patent be a distraction for them & maybe a waste of $s. I thank Loko for telling us about it so we can decide for ourselves. Had he not shared this information, we may have never known about it. My wild & crazy guess was just that, nothing else. However, I think it is a logical & possible conclusion if depression is CNS related, & I think it is. Got the clarification I want. I do think the Testosterone asset is of great value. I read here for the diversity of ideas. I appreciate all of your input. I will stay with ATRS or go some where else with my investment depending on my own analysis. Thanks!
Seeking the same information here that you are, but I don't have the chemistry or pharmaceutical background that is perhaps necessary to fully understand the issue. I have to believe that there is a very good reason for this patent. I don't believe they would have wasted the time or resources to pay to have somebody do the research on this & then, file for a world-wide patent otherwise. The only answer I have been able to come up with in this delivery approach (using ethanol, the utility of the method, & perhaps less bad side effects) is that management believes it will in some way limit or restrict any possible competition for some of their future products such as their testosterone SC shot. I believe LD has suggested this in his comments at Seeking Alpha. I like the fact that LD is a good researcher/detective & is willing to go out on a limb & make predictions. Since none of us seem to be insiders here, this is what we all have to do at times if we keep investing in these type businesses, & sometimes we could be wrong. I don't post much, but I read here everyday, & I am invested in ATRS. I still see some hope here.
He refers to himself as lokodude or something like that there, I believe. It is also a very interesting turn of events!
Lokodaug has provided additional clarification on this new patent at the end of Ali Yasar's last report on ATRS Testosterone injection plus the patent reference. What I saw looks significant to me, but I am not really qualified to evaluate the patent. Hope some of you will check this out & report back here your ideas.
I thought INO/ONCS agreements precluded this. I believe ONCS has exclusive right to inject/electroporate into tumors. When I held ONCS shares, I read or heard this in a presentation done by ONCS. No longer have ONCS shares. I now hold only INO because I think it is the better investment long term.
I guess sneezing & coughing would have to be out of the question for any user. Couldn't use in cold, flu, or allergy season.
Questions for you: How will LPCN market this product? Since they have an improved, one a day pill 18 months more or less behind & backing up the two a day pill would any BP or other smaller company want to partner the lead drug with the other so close behind? The 2 a day pill would be quite expensive to manufacture, promote, & distribute, & sell if the 1 a day is right behind it. Does any delay in marketing the oral T pill (because of the 1 a day pill in waiting) give the advantage to ATRS? I guess only a side-by-side comparison of the two stage 3 trials after completion will show if one or the other company has any other advantage over than dosing frequency. We know the ATRS shot will be a once a week, near painless injection. I think that's all we seem to know for sure. As of now, don't think either company has experienced much if any negatives in prior studies. Eventual cost of the product will be a factor. Market will probably be big enough for both. Time will tell.
During the last year, I remember Dr. Kim saying (at some event he spoke at) that the latest HPV results wouldn't be 100%, but that they would be good. I wondered at the time how he could be so sure. Somewhere, somehow Inovio staff has seen evidence of the disappearance or reduction in size of PC lesions at least enough to give them confidence of success in the Phase II trial. They might have seen signs of lesion disappearance, as you suggest, in the Phase I trial. Good observation.
All things in biotech (as well as in life) can fail. I have lost lots in these type stocks, (so I have been wrong before), but I believe electroporation along with DNA vaccines will work. Look at all the studies thus far. Great results for antibodies & highest T cell responses ever. It is well known how electroporation works technically. Inovio insiders are of highest quality in experience & science. Many are stock holders with large holdings. I know the HPV study, we are waiting results, on is double blinded & placebo controlled, but still they have to be seeing some positive things happening that have never been seen before like the disappearance or reduction in size of lesions. Staff appears to be very positive about the results & are planning on their Phase 3 now. I assume Inovio staff has access to this type of information (correct me if I am wrong). We know what Roche thinks. Dr. Kim has said that what he endured during their examination of the company was like having a colonoscopy. Many of us are familiar with that experience! So I remain positive. Much of my stock was purchased at way under a $. There could always be set backs in this or anything, but I don't expect it. I look at the potential of check point inhibitors combined with our technology as insurance that we will have success in the cancer field.I am diversified in other things, not just in INO. You should be as well.
Sheer speculation on my part. If therapeutic results were not good, wouldn't INO have had to reveal the results. I think I remember there was a post here some time back stating company had no plans for peer review right now . You know the drug cocktail therapy (developed years ago & that is relatively effective in keeping the virus in check) made it impossible to detect HIV while on the medications long-term. However, when patients were off therapy for awhile,the virus always came back. Sometimes doctors have had to vary the medications when one or more drugs lost their effectiveness. Maybe, INO's vaccine therapy resulted in similar results. They may have had to put those who participated in the therapeutic trial into long term follow-up to determine if there was total clearance. Just imagine if this is the case, the national news headlines will read "Inovio Cures HIV Disease". No inside info here just trying to read in between the lines.
Haven't been much on this board lately because of all the BS from shorts. So if this has already been discussed, I missed it. ? is about the cervical dysplasia program. It seems Merck has similar product further along than we do. Is this so? Are they using electroporation for this program. If so & they are approved before us to market it, our agreement should provide significant revenue for E delivery method. Would the license cover the latest that Cellectra has to offer for us or would it be only for the older technology? If this is so, they would have to re-negotiate agreement & offer more $'s for the latest, more effective means. Appreciate any answers to my ?'s. Or if I am wrong on anything, Please advise.
Take politics SOME WHERE ELSE! You have screwed up a good board with this nonsense. You are not going to change any of our views. You may be L, R, or C politically. And that's ok. I, for one, prefer discussion here be about ATRS. I don't normally post. Just enjoyed reading here before you started this.
Thanks, helps a lot in understanding the article reference to unpleasant process. This should remove any possible negativity one might associate with electroporation delivery.
Can anybody comment or provide details as to what is meant in article with this comment "process (electroporation, I think) is generally unpleasant? I am long on stock, not short. Would like to know what might be negative about the process. Are they talking about excessive pain?
Looking at Dr. Ali Fattaey & ACT Biotech, Inc., which Dr. Fattaey co-founded with another. While there, he was Chief Operating & Scientific Officer, CEO, & Chief Executive Officer. Maybe, Cris is interested in getting some of their projects if available to license. I just can't let it go, can I? I don't know much about their pipeline. ACT Biotech was/is a private company. Don't know what shape they are in with his departure to Cris. Probably no information available on their financial situation. I guess I need to admit there may be nothing going on here. Could be just a back-up plan in case they ever need the additional financing. I think they may have done this before. Will see.