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Insmed Incorporated Message Board

rehdvm2004 85 posts  |  Last Activity: Mar 22, 2015 6:19 PM Member since: Oct 21, 2004
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  • Reply to

    Plasmid for SDF-1 . . .

    by rehdvm2004 Mar 22, 2015 5:40 PM
    rehdvm2004 rehdvm2004 Mar 22, 2015 6:19 PM Flag

    Actually it is tangential knowledge to a project that I have been working on for two years and trying to get Juventas to come on board. They want to focus on cardiac and ischemic muscle disease. It is best for a beginning company to stay focused and not take on the whole world. That is why I think this project is for 3-5 years from now for Inovio. But this would be a drug that attracts stem/progenitor cells to a site if injury.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 by rehdvm2004 Mar 22, 2015 5:40 PM Flag

    If Inovio is looking towards developing a plasmid for SDF-1 (Juventas and an a research group at Harvard currently have early stage potential drugs) they will be entering the regeneration market with one of the most powerful chemoattractants for stem/progenitor cells going. Look at the Inovio Careers and see if they recruit a new biochem/scientist. Might be a clue. Until then, listen to the presentation for clues.

    GLTAL

    Sentiment: Strong Buy

  • Currently working on a stem cell project and I never thought of it because of Inovio's focus on cancer and infectious diseases. But if they are developing cytokine (chemoattractants) using their DNA technology, this could be a real break through situation in 3-5 years. They have created all those interleukins to attract T-lymphocytes . . . why not cytokines to attract stem cells and proginator cells. Could be a big deal.

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 16, 2015 7:21 PM Flag

    Just before I send you to "neverland" I would point out that VGX-3100 is a wholly owned potential product of Inovio. Therefore, there is no royalty for the original antigen. Collaborations/partnerships with UPenn, Roche and others have split profits because the antigens were originally isolated by the partners. Inovio only "wove them into a circle" (proprietary to Inovio) and administered them using electorporesis, with no adjuvants. The big step forward for Inovio is the fact that the next studies will have an Interleukin chemoattractant for T-cells, versus just the vaccine. Inovio change course to pursue vaccine plus chemoattractant last year. But that information was understood by only a few (Roche, U Penn, Inovio) and a few scientific types that follow this MB. But of course it missed the day trading, MM wanabees that think medical products come out of the US Congress, versus a bunch of scientists at FDA, NIH and CDC. Slow moving yes. But when they approve something that is breakthrough . . . $billions are gained, but more importantly . . . lives are saved.

    GLTAL

    iggy

    Sentiment: Strong Buy

  • In August 2013 I started an InovioScience group on yahoo because of the BS on this MB. It is open for business again for serious minded longs who do not want to read through 60 BS posts by day traders.

    Hope to see some of the retail longs over there.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    EMA approval timeline

    by brogers_1 Mar 13, 2015 5:46 PM
    rehdvm2004 rehdvm2004 Mar 14, 2015 10:14 AM Flag

    CHMP publishes their agenda and minutes of meetings. INSM investors should look there for answers rather than sift through these speculative posts. Remember CHMP review means the necessary documents to market have been filed including cGMP specifications and (usually) samples from three different batches of product.

    GLTAL

    Sentiment: Buy

  • Reply to

    Possible scenarios

    by terry_insmed Mar 12, 2015 5:59 AM
    rehdvm2004 rehdvm2004 Mar 13, 2015 6:41 PM Flag

    NTM is such a big entity that INSM is not going to part with that therapeutic blockbuster until at least two years post market entry. Then it will depend upon how many other liposome drugs are in the pipeline. The importance of the new, direct inhalational administration of drugs of any kind where the target organ for therapy is the pulmonary system (lungs, bronchi, alveolar bronchi and alveoli) are too unique to part with until the general value of a Master File on the liposome is exhausted. WL was a young entrepreneur when he came on board and he really should stick around at least 10 years until the value of the liposome with amikacin, antihypertensive drugs and other renditions are at least in Clinical Phase IIb. There was a lot there 5 years ago and that potential still remains.

    GLTAL

    Sentiment: Buy

  • mineinfo is a good beginning place. Talks about the cost of open pit mining.

    Sentiment: Strong Buy

  • of kimberlite which is rated about 1.3 plus tons per cubic yard, or a total weight of 45 tons of material. This means that an estimated 540 tons of material will be processed. I am not sure how this compares with previous holes, but the DD has been an educational process.

    There still needs to be clarification on when the open pit mining starts.

    GLTAL

    Sentiment: Buy

  • rehdvm2004 rehdvm2004 Mar 1, 2015 4:49 PM Flag

    Further, if someone came back and broke with this disease, it would be a perfect candidate for the passive antibody therapy being developed by the DARFA, Medimmune, U Penn and Inovio consortium. Vaccinating everyone going abroad would cost $billions. Treating an infected person with passive antibody would cost $1000s and would be subject to third party billing (insurance) covering part of the costs.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Besides the $12+ million grant . . .

    by rehdvm2004 Mar 1, 2015 10:02 AM
    rehdvm2004 rehdvm2004 Mar 1, 2015 4:46 PM Flag

    The DARPA grant was from the FEDS. The collaboration among AZ/Medimmune, U Penn and Inovio was the successful application from the grant. After, Medimmune and Inovio reaffirmed the basis of the grant by forming a limited (5 year) partnership. Medimmune and Inovio, both, were already working with U Penn. The focus of the inter-related partnership is to develop passive antibody therapies for orphan and serious diseases that currently do not have effective therapies. Effective therapy in today's terms means that the physician can attain remission or cure at least 70% of the patients. Limited partnerships can be renewed (if successful and milestones are met) and the also open the way to expanded partnerships and/groupings. On the AZ website, it identifies Medimmune as "part of the AZ Group."

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 1, 2015 10:21 AM Flag

    If you check out the CDC website, you will see that ALL of the cases of Chikungunya are "travel related" meaning that people got the disease while they were traveling and came home to have the disease diagnosed. There has been no transmission in the US. This is what the CDC says about the disease in terms of severity: "Most patients will feel better within a week. Some people develop longer-term joint pain that can last weeks to months. Death is rare but can occur."

    Inovio is not going to spend precious resources to develop a vaccine that is minimally valuable. If they want to capture a major market, they should go after Dengue Fever (a hemorrhagic virus) that got to the Americas 20 years ago from Asia and is working its way up through Central America and Mexico. That vaccine will save 100,000s.

    GLTAL

    Sentiment: Strong Buy

  • How many potential new products do share holders believe that U Penn, Medimmune and Inovio can get into late stage clinical trials in the next five years? I believe they will get at least two into BLA submissions and probably five candidates into Phase IIb. This is consistent with the timing for Medimmune currently has 19 cancer and 7 infectious agent candidates in their immunotherapy pipeline. Most of the infectious are Phase I, one is Phase II and one is Phase III. They will undoubtedly fall into the timeline for developing new immunotherapy agents which is an average 5 years from beginning to BLA application. U Penn finds the antigens/immunogens, Inovio forms the patented plasmids and Medimmune produces and oversees the clinical trials. Each institution contributes according to its expertise and collectively advances medicine.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    filing date in Europe

    by dhowe80227 Feb 17, 2015 3:27 PM
    rehdvm2004 rehdvm2004 Feb 27, 2015 10:21 AM Flag

    The clock starts again when the submission is made and CHMP acknowledges the receipt of same. Most submissions are made electronically now, which takes milliseconds for the clock to start up. I think in the expedited mode, CHMP has to respond in 30-60 days. Have not looked up the current regulations for Europe. In some cases, the have a telephonic meeting with the applicant if just wording is involved. Been through two of these with PHS in the last year. Bureaucrats do not allow any synonyms for their terms. We called it a "Designated Review Committee" and they would only allow "Designated Member Review" (which was, in fact, also a committee!). Go figure.

    WL still has a plan for an independent company with lots of products in the future.

    GLTAL

    Sentiment: Buy

  • rehdvm2004 rehdvm2004 Feb 27, 2015 10:10 AM Flag

    These MBs are considered blogs and are not governed by SEC false statement restriction. Inovio, with every statement says the contents are "forward looking/safe harbor" which means they cannot embellish or make overtly false statements. #$%$ posting on this MB do so with no restrictions other than they cannot threaten, use abusive language, or spam. Complain about spam and multiple #$%$ if you must, but that goes to Yahoo.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    GeneOne Life Science

    by optimistyic321 Feb 27, 2015 8:41 AM
    rehdvm2004 rehdvm2004 Feb 27, 2015 10:07 AM Flag

    A Clinical Trials Manager stationed in Blue Bell PA is a sign of collaboration for a clinical trial. Clearly GeneOne wants to scientifically and clinically interact on whatever joint projects they are considering. The one that comes to the forefront is Ebola, of course, but I think the HCV study is also linked to GeneOne. The rationale for this position being back at BB/PA is that it is a shorter trip to West Africa for a clinical trial than it is from Korea. Also, the seat of the scientific knowledge is in BB. This is probably a $120,000 to $150,000 per year salaried position. Inovio may not have the personnel depth at the current time to bring on another Clinical Trials Manager of their own. They have the $$ but may not want to add the burn. This could also be considered $$ support in kind. In either case it is a step forward.

    GLTAL

    Sentiment: Strong Buy

  • I think this is a hold with slow accumulation for retail investors.

    Sentiment: Strong Buy

  • Overburden is the ground that Shore has to drill through in order to reach the kimberlite.

    Kimberlite is the sand that has the diamonds.

    The total of 2600 meters of drilling includes the overburden and the kimberlite. Among the 12 holes, they want to drill to a maximum depth of 250 meters. Based on the combined depth of 2600 meters divided by 12 indicates an average depth of 216meters. But I guess if they get good material they may drill to 250 meters. That is all the math stuff.

    The drill being used has a casing that brings the drilled stuff to the top of the drill bit, which when withdrawn brings the material to the surface. As the drill advances, the casing is advanced to the maximum depth of 250 meters. Past this depth the friction precludes advancing the casing easily. If you look at sites that provide the drills and services, there are diagrams that show how this works.

    The larger holes are being drilled to ensure accuracy of previous estimates and the optimum outline of where the open pit mine will be placed. The goal is to maximize the yield in the first few years to get the best cash flow.

    The one head scratcher is the statement about building out the facilities across the next four years. I am sure they have to build the roads, lay power lines and bring equipment in, but why so long?

    They begin drilling in April when winter is abating because drilling is not riding around in a weatherproof cab of a bulldozer or truck carting kimberlite to a crusher with a conveyer belt. Seems a long time.

    Maybe the larger holes will produce larger yield and get some $$ coming in. At least enough to pay for the drilling.

    Seems they know what to expect and are planning to move ahead with any decision from Saskatoon and First Nation.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Show me something

    by fancrapular Feb 20, 2015 1:19 AM
    rehdvm2004 rehdvm2004 Feb 22, 2015 8:51 AM Flag

    There will be milestones in the coming years and the SP will rise. All the analysts and institutions cannot be wrong. I think it is a good investment because of the science. I know how long it takes to get a new human drug, biologic or medical device approved. Been working for physicians for 43 years doing their strategic and logistical planning. But it goes slowly. Do not know how old you are but I am retired (still consult) but Inovio stock is for the future . . . kids going to college, health care, maybe a trip or two.

    At least hold onto your shares until 2016. That is the pivotal year based upon my 3 year plan from March 2013. I picked up another 1500 shares on this dip.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Feb 22, 2015 8:44 AM Flag

    This area of medicine is why I invested in Inovio. These patents have two novel parts. The molecular configuration of the HCV and the associated method of administration. Like all vaccines, there has to be either a whopping antigenic/immunogenic/vaccination effect from just one dose, or there had to be a series of injections 7-14 days apart to elicit an "anamnestic" antibody response. This "anamnestic" response is the induction of "memory" into the immune system where the second and third vaccinations (7-14 days apart, each) elicit a stronger and stronger immune response. The effectiveness of the vaccination depends upon whether the antibody produced will combine with and neutralize the offending infectious agent. This "neutralizing antibody effect" is the exact molecular reaction that makes antibodies a defense mechanism against foreign substances in the body. Antibody attached to a virus makes the coated virus big enough that the white blood cells can engulf the coated virus and digest the offending microbe. Bacteria are big enough by themselves to allow monocytes and neutrophils to engulf them. But viruses are too small unless coated by antibody.

    Cancer cell are different. The antibody coats the outside of the cancer cell and then complement attaches to the antibody and causes the cancer cell to lyse (break open), which kills the cancer cell.

    BTW, all these phenomenon are proven in a live host before the first human is injected . . . laboratory mice!!!

    I am here because my Nephew got Hep C. So did several friends.

    GLTAL

    Sentiment: Strong Buy

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