40. to 50.bucks per.....Big money... for big things..
Sentiment: Strong Buy
I am surprised that no larger corporation has bought Inovio yet. The price would be cheap compared to the potential.
Gilead Sciences (NASDAQ:GILD) would be my number one pick, if I were allowed to make a match. Gilead has been most successful with its HIV and HCV programs. By adding Inovio's DNA vaccine approach it is possible Gilead could cure HIV, though Gilead is already pursuing other approaches to a cure. More strategically, Gilead needs a next-big-growth area to excite investors. That would probably be an extension of its cancer program. By adding Inovio's DNA vaccines to other cancer therapies Gilead could do for cancer what it has done for HCV.
Other possible acquirers would be Merck and GlaxoSmithKline (NYSE:GSK), but almost any large company involved with viral therapies or cancer therapies could benefit from the acquisition. Even companies specializing in monoclonal antibodies might want to procure Inovio's DNA-based antibody technology (DMAB). If MedImmune likes what it sees in the INO-3112, it might make sense to buy all of Inovio rather than making milestone payments and paying royalties for the single therapy.
As a long-term investor, I would prefer that Inovio remain a stand-alone company. If its HPV vaccine, or any of its many earlier stage vaccines, became a commercial success, if would be far more valuable than what it would get in a buyout situation today. I would rather be patient, even if that means waiting 2 to 5 years, and get the full value of owning a major biotech company that I bought back when it was a micro-cap play.
The number of vaccines Inovio has announced is quite large. All vaccines are based on DNA plasmid technology, where DNA is manufactured to produce antigens once inserted into humans. An extension, already proven in preclinical trials, is the ability to product monoclonal antibodies by using an enhanced DNA plasmid technology.
The following table gives an indication of Inovio's ambitions (in addition to therapies already discussed):
Partner (if any)
HPV Aerodigestive Cancer
hTERT positive solid cancers
GeneOne Life Sciences
HIV (multiple clades)
NIAID & other agencies
Although more than 150 related HPV viruses have been identified, HPV types 16 & 18 account for approximately 75-95% of all HPV caused cancers.
Sentiment: Strong Buy
There are currently no treatment immunotherapy or drug options for HPV once an individual is infected with the virus.
Inovio is creating DNA immunotherapies designed to treat precancerous cervical lesions, cervical cancer, head and neck cancers, and anogenital cancers caused by HPV types 16 & 18. If proven effective in clinical trials, Inovio’s treatment could provide patients with an alternative treatment option to surgery, chemotherapy, and radiation, the current standard of care treatment options for those already diagnosed with HPV caused precancerous lesions and cancer.
Sentiment: Strong Buy
DNA vaccine succeeded in providing 100% protection against chikungunya (CHIKV)—a lethal virus—in a mice in a pre-clinical trial.
The breakthrough data was published in the latest issue of “The Journal of Infectious Diseases.” Inovio’s dMAb products and DNA vaccines show high potential to offer safety against CHIKV, both in combination and individually. The data marks the achievement of an important milestone, as the conventional vaccine and marketed monoclonal antibodies have not been able to completely defend against CHIKV till now.
CEO Dr. J. Joseph Kim pointed out two reasons that make the published data significant. First, he underlined that this is the third time the published data shows the ability of Inovio’s dMAb products to deliver strong protection against viruses.
Secondly, the study shows that a combination of Inovio’s DNA vaccines and dMAb products can provide long-term protection against several infectious diseases, which include CHIKV. He added that Inovio is the first company ever to report such data in any disease by a dMAb. Mr. Kim also highlighted that The Defense Advanced Research Projects Agency (DARPA) is providing the company more than $56 million to develop dMAb products to fight antibiotic-resistant bacteria, Ebola, and influenza
Dr. J. Joseph Kim, Inovio’s President & CEO, said, “This study is significant for two reasons. First, this is our third published study (two previous in HIV and dengue) demonstrating the protective efficacy of our dMAb products. Inovio is rapidly building its dMAb product development program targeting cancer and infectious diseases. Notably, DARPA is providing us over $56 million to specifically develop dMAb products against influenza, antibiotic-resistant bacteria, and Ebola.
“Second, this study demonstrates that Inovio’s dMAb products and DNA vaccines could be a powerful combination to provide robust immediate and long term protection not only for CHIKV but also other infectious diseases. Inovio is the only organization to report such results in any disease by using a DNA-based monoclonal antibody, with published preclinical data in dengue as well, and we now are creating Zika, MERS, and Ebola dMAb products. Our MERS and Ebola vaccines are in phase I clinical studies and we will advance our Zika vaccine to phase I before year end. We also aim to test further combinations.”
Chikungunya does not often result in death, but the symptoms can be severe and disabling and include extreme pain, headache, muscle pain, joint swelling, or rash. The chikungunya virus is carried by the same mosquito species which carry Zika, dengue and West Nile virus (WNV). Inovio previously published robust immunogenicity and challenge protection data for its SynCon® CHIKV, dengue, and WNV vaccine candidates. Inovio’s chikungunya program builds on its extensive preclinical development experience with various mosquito-borne viruses.
The protection expressed by these dMAb antibodies was very rapid, with 100% survival in mice challenged with lethal enhanced CHIKV disease as early as two days after dMAb product administration. In comparison, vaccine-driven protection can take weeks to months to reach peak efficacy levels, but providing better long term protection compared to a dMAb product. Inovio’s study demonstrates that its CHIKV dMAb antibody and DNA vaccine could be used as an ideal combination to provide both rapid short-term as well as long-term protection.
1.8 bil. to Dr.W anthen to use at Winstar..put the pieces together ..It's not what is being said as I have said, that counts..
Wall Street now thinks shares of tiny biotech Inovio Pharmaceuticals (NASDAQ:INO) have a potential upside of 232%.
According to data from S&P Capital IQ, Wall Street now thinks shares of tiny biotech Inovio Pharmaceuticals (NASDAQ:INO) have a potential upside of 232%. This small, clinical-stage biotech develops DNA-based immunotherapies and vaccines for cancers and infectious diseases.
Analysts covering this stock seem impressed by Inovio's emerging clinical pipeline, which is led by its late-stage asset VGX-3100, an immunotherapy targeting the E6 and E7 antigens of HPV types 16 and 18 that are present in both pre-cancerous and cancerous cells. The biotech's pipeline also sports several experimental therapies being co-developed with Big Pharma partners AstraZeneca (NYSE:AZN) and Roche:
Perhaps the first thing investors need to understand is that Inovio is essentially the elder statesman within its immediate peer group. At present, the landscape of clinical-stage biopharmas and biotechs is filled mostly with relatively new companies, many of which were only founded in the last five years during the great biotech bull run of 2010 to 2015.
By contrast, Inovio was originally founded in 1979 and incorporated in 1983, and it's still searching for its first FDA-approved product.
With Inovio now barreling toward the start of a pivotal late-stage study for VGX-3100, however, I think it's high time to consider whether this long-lived company is finally coming of age. The answer to this question seems to lie in VGX-3100's chances of successfully completing its planned late-stage study. So let's turn our attention to the published clinical data.
Image source: Cancer Institute of Columbia.
According to an article recently published in The Lancet, the modified intention-to-treat analysis produced a histopathological regression rate of 48.2% (55 out of 114) in the VGX-3100 arm, compared to a rate of 30% (12 out of 40) among patients receiving a placebo. This comparison was statistically significant with a p-value of 0.034.