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Inovio Pharmaceuticals, Inc. Message Board

gpost511 10 posts  |  Last Activity: Aug 19, 2014 5:38 PM Member since: Sep 6, 2002
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  • gpost511 gpost511 Aug 19, 2014 5:38 PM Flag

    GALE had $39M on June 30th.
    Subsequently Zuplenz was purchased for $5M and there is $4M of debt repayment this year.
    The loss in Q3 will be about $15M.
    So the remaining cash on Sept 30 will be about $15M.
    Another offering will be needed before year end.
    Perhaps Ahn is already shopping one.

  • Reply to

    fair valuation

    by noquickgame Aug 19, 2014 9:30 AM
    gpost511 gpost511 Aug 19, 2014 5:20 PM Flag

    Comparing GALE to the overpriced flavor of the month will get you nowhere. A couple of years ago, message board poster were hyping penny biotechs as the next DNDN.

    Neuvax failed in a P2 trial for Apthera. It should have been written off. GALE ran another P2 trial with cherry picked patients.
    The results:
    Of the 109 women vaccinated with NeuVax, 6.5% had a breast cancer relapse after 24 months of follow up compared to 14.5% of the 79 women in the control group, according to data presented at the 2010 ASCO annual meeting. NeuVax patients had numerically fewer relapses but the trend was not statistically significant, with a p value of 0.08, which exceeded the 5% benchmark typically signifying a positive study.

    Patients in this Phase 2 study were followed longer but the results didn't get any better. After 36 months follow up, the cancer relapse rate for NeuVax-treated women was 8.5% compared to the same 14.5% relapse rate for the control group of women. The relapse rate gap narrowed and the statistics behind the study got worse, with the p value growing to 0.187.

  • gpost511 gpost511 Aug 19, 2014 5:04 PM Flag

    Did you believe the DreanTeanm hype?
    Abstral was a flop for Orexo.
    It wasn't able to capture even 1% market share after two years of trying.
    The fentanyl market is declining.
    There is lots of entrenched competition and generics.
    Besides, the patent expires in 2019.
    Why did you choose to believe the DreamTeam and Seeking Alpha pumpers and not the facts?

    The $900,000 was pushed into this quarter to reach $2M in sales which means the that $900,000 is coming out of next quarter. They deferred the really bad news for one quarter. Q3 sales will be in the $1M range.

  • Reply to

    fair valuation

    by noquickgame Aug 19, 2014 9:30 AM
    gpost511 gpost511 Aug 19, 2014 4:50 PM Flag

    PBYI has $180M of cash. PBYI has a partnership with Pfizer. PBYI reported a successful P3 trial. That's not to say that PBYI isn't overpriced at this level as GALE was at $7.77. Stocks run up and get overvalued as GALE did earlier.

    GALE is late to the game and NeuVax has little chance of being successful. It already failed in a P2 trial. Data mining is a shell game. What else does GALE have, a couple of discards from other companies that are cash drains?

    What does PBYI have?
    "drug candidates include PB272 (neratinib (oral)) for the treatment of advanced breast cancer patients, non-small cell lung cancer patients, and patients with HER2 mutation-positive solid tumors; and PB272 (neratinib (intravenous)) for the treatment of advanced cancer patients. The company is also developing PB357, an orally administered agent that is an irreversible tyrosine kinase inhibitor that blocks signal transduction through the epidermal growth factor receptors, HER1, HER2, and HER4. It has a license agreement with Pfizer, Inc. for the development, manufacture, and commercialization of neratinib (oral), neratinib (intravenous), PB357, and related compounds."

    You really should stop posting and crawl back under your rock.
    If somebody pumps a penny shell oil stock and compares it to Exxon, spit in their eye.
    If somebody pumps a penny tech stock and compares it to AAPL, spit in their eye.

  • Reply to

    bashers are funny!!!

    by lovejoycraig Aug 3, 2014 1:16 PM
    gpost511 gpost511 Aug 3, 2014 1:22 PM Flag

    You should move on.
    $200.00 to $9.75, two reverse splits, and nothing developed in 35 years isn't a stock that you should be pumping to the moms and pops.

  • gpost511 gpost511 Aug 3, 2014 1:21 PM Flag

    Yeah, but when the missing patients when included in the data, sway the results such that the endpoints are not met, the trial is disappointing, inconclusive, suspect .......

  • Reply to

    DUE DILIGENCE on What ONCS Has to Offer:

    by penny.dung Jun 25, 2014 5:52 PM
    gpost511 gpost511 Jun 25, 2014 10:53 PM Flag

    You are resigned to bankruptcy and 1 in a 100 odds?
    My neighbor is doing some experiments in his basement - wanna invest $25K with him?

  • Reply to

    Abstral 2 Months into Q2

    by lateshownegma Jun 6, 2014 7:39 AM
    gpost511 gpost511 Jun 6, 2014 9:52 PM Flag

    1. Isn't the total fentanyl market $400M in the US? 5% would be $20M.
    2. I would take anything that Ahn says with a grain of salt.
    3.. Let's assume that Abstral does $14M in 2014. That would be about $8M in the second half. Abstral quarterly expenses for manufacturing, marketing, sales ,,,, are $5M to $6M quarterly. So how will it be profitable? Isn't GALE required to run a post approval trial too?
    Don't you have to allocate some of the overhead and management compensation to Abstral? Is Ahn just subtracting the cost of goods sold to project profitability?

    GALE's fundamentals are shaky. It's an open question if GALE will be able to recoup its $30M outlay for Abstral before the patent expires in 2019.
    It's hard to be confident about the Neuvax trial since the patients are a subgroup from a failed trial.
    Why place your bet on a company run by management that can't be trusted. Even if the market cap were $60M, I would have reservations, but $300M?
    There are no other biotechs? I can probably come up with a dozen that have comparable market caps or even a lot lower, with late stage drugs or approved drugs.
    What's the infatuation with GALE. Management screwed shareholders, why hang around and support and defend them?
    Find a little self respect.

    You can't defend the insider sales. I have never before seen insiders en masse dump nearly all their holdings. If that's not a red flag, then what is? But all you have to do is look at the pps now.
    What re-entry? They haven't bought back any shares. The re-entry by awarding themselves millions more free options and then selling the shares again?
    They will get a double benefit. By knocking the pps down they were able to award themselves lower priced options while shareholders took huge losses.
    (the $5 drop in the pps means that shareholders took a hit of over $500M)

    You are raving about the puny Abstral sales that are generating losses. Sure, when you start at zero, the quarterly sales will show increases.

  • FDA resubmission; the latter part of June.

INO
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