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Inovio Pharmaceuticals, Inc. Message Board

inouknow 10 posts  |  Last Activity: Jul 12, 2014 4:26 AM Member since: Aug 12, 2013
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  • Reply to

    Manufacturing Ramp Up

    by tblant2000 Jul 11, 2014 7:36 PM
    inouknow inouknow Jul 12, 2014 4:26 AM Flag

    As I understand it, the stability testing is using the batches that will ultimately be used to issue product to the market, and so, they have already have an unknown amount of product in stock. I don't expect manufacturing of further batches would be a critical path item, in terms of the overall plan to get the product to market.

    Once the FDA accepts the NDA, I expect they could then place further orders on the manufacturer to produce further batches, with a commitment from the manufacturer, that they'd be turned around quickly enough to ensure they had sufficient supply for least that's what I'd be considering.

    Sentiment: Strong Buy

  • Reply to

    Acadia Job Postings

    by tblant2000 Jul 10, 2014 12:46 PM
    inouknow inouknow Jul 11, 2014 1:24 PM Flag

    Couldn't resist commenting into this thread, so my thoughts are:
    1. Never seen a web site for a development pharma with so many vacancies - a really positive sign.
    2. Quite a few contractor positions have appeared recently - which for me, means they are in a real hurry.
    3. Some of the roles, such as the Head of IT, speak volume(s) about the intent for this company to be around for a while.
    4. Look for references to 'working with external partners' - and there are a few, which for me, suggests that BB and the company will leverage a number of partners to maximise global reach, in terms of the overall market.

    Whilst it is true that we have seen some of these 'job ads' for a number of months, we don't know what the internal process is, that leads to the position/ad being withdrawn.

    Personally, I see the number of positions, and the broad range of positions as a very positive sign - can't wait for the 'NDA timing' news to break....and I still think they will file earlier than we have been advised, BUT when you look at the job ads I certainly get the impression this company is in a real HURRY, and maybe it just isn't that easy to recover the time 'lost', given the company did not expect to be allowed to skip the second phase 3 trial.

    Sentiment: Strong Buy

  • Reply to

    Checkout Differences in ....

    by inouknow Jun 3, 2014 3:04 AM
    inouknow inouknow Jun 3, 2014 5:01 AM Flag

    Go to the webcast tab on the home page, scroll down, click on link and preview the presentation given at the Jefferies Healthcare Conference given yesterday.

    Sentiment: Strong Buy

  • Reply to

    Checkout Differences in ....

    by inouknow Jun 3, 2014 3:04 AM
    inouknow inouknow Jun 3, 2014 3:25 AM Flag

    Merely in the wording, where the latest slides clearly indicate multiple additional partnershipS, whereas the earlier slides had wording that wasn't so clear cut. Still need to scan both decks properly, but these changes stood out for me.

    Sentiment: Strong Buy

  • The slides used yesterday, versus those on the INO site under the corporate presentation tab.

    In particular, regarding other big pharma partnerships, note how they have tightened up the wording.

    Compare slides 5 (corp. presentation) with 3 (yesterday), and 28 (corp.) and 29 (yesterday).

    Yesterday may have been a bit of a disappointment, but we edge ever closer. Keep an eye on volume Friday onwards, post split........logic would suggest that volume will go up noticeably, as other investors seek to come onboard.

    Sentiment: Strong Buy

  • Yes indeedee, and you know where the bashers can stick the BONE don't you!!!!!

    Be patient....end June, we should see a materially different picture!

    Enjoy bashers!!!!!!

    Sentiment: Strong Buy

  • inouknow inouknow May 28, 2014 4:44 PM Flag

    Agreed Madhad, it seems their partnering strategy is to work with multiple partners, and thus avoid the 'big takeout'........

    Remember the 'poisin pill' filing from last year, and also consider whether the R/S actually makes an aggressive takeover less likely.

    Their current corporate presentation, per the web site, suggests multiple future additional partnerships.......and I do personally believe, they have a strong desire to continue to stay independent.

    Sentiment: Strong Buy

  • inouknow by 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

  • Reply to

    Last weeks ACAD chart and next week

    by barganguy May 17, 2014 12:34 PM
    inouknow inouknow May 17, 2014 4:17 PM Flag

    Thanks for your post(s) Doc, really appreciated.

    Regarding daily trading patterns, I suspect games are being played to see if any shares can be shaken out of the tree. Drive the price up early, (most days) and then drive price down, hopefully tripping a few stop loss positions along the way, seems to be order of the day(s).

    Clearly, the company is expecting great things to occur - just look at their recruitment activity.

    Only a matter of time before we here about the '6 month stability data discussion with the FDA', and given a positive outcome, we'll be off to the races.....

    Enjoy your weekend folks!

    Sentiment: Strong Buy

  • inouknow by inouknow Apr 26, 2014 11:33 AM Flag

    Checkout the careers page at Acadia - never seen so much recruitment from a development stage BIO. Also, note the sales training role, which for me, re-enforces the idea that they will go to market themselves in the USA/North America.

    Anyways, my personal WAG is that we'll hear about the NDA accelerated filing in the next 6 weeks, and the current price pressure is an attempt by 'the market' to squeeze shares out of private investors ahead of that news.

    Enjoy your weekends folks....

    Sentiment: Strong Buy

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