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Insmed Incorporated Message Board

rehdvm2004 105 posts  |  Last Activity: Apr 16, 2014 9:20 AM Member since: Oct 21, 2004
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  • Reply to

    seeking alpha

    by unclicky Mar 23, 2014 5:23 PM
    rehdvm2004 rehdvm2004 Mar 24, 2014 9:28 AM Flag

    SA posts conflicting articles that indicate poor DD. They site stupid impressions that are not based on regulations or facts. SA and Motley Fool are both "swift boat" and pumper sites for day traders and shorts. The best one was the retired donut "chasing" cop on MF that was pumping Arikace under a moniker that would suggest he was a Wall Street guru.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    News from VGX Site

    by inouknow Mar 24, 2014 4:07 AM
    rehdvm2004 rehdvm2004 Mar 24, 2014 9:20 AM Flag

    The possibility of a Hepatitis C vaccine was one of the principle reasons I invested. If peripheral viremia can be stopped, the disease becomes dormant. Hep C diagnosis is also a big issue. The company that develops a quick test for this virus will have a $500 million market. CEMI was working on this and had a superior test, but they could not focus among many projects.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 23, 2014 12:52 PM Flag

    The fact that 6 mg is a therapeutic or preventive dose characterizes the difference between drugs and vaccines. Six mg in a 40 kg woman is 150 microgram per kilogram. What drugs do you know that work at that low of a dose? Very few.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 23, 2014 12:50 PM Flag

    The dose is 1 mL of the vaccine in an individual vial, plus electroporation. Phase II studies are generally conducted with the best (most immunogenic) dose from the Phase I study. Sponsors can change the dose for a Phase III study, but that would represent the dose that would have to be prescribed for an approved product. The fact that most people do not realize is that "vaccination" is a threshold response (all or none). If you get to the threshold where the immune system is challenged, the body will make as much or as little antibody as is needed to get rid of the foreign substance (virus, bacteria, fungi, toxin, etc.). Doubling the dose does not give double the immune response. This is totally contrary to drugs, which have a dose response threshold. Increasing response on the efficacy curve until you overlap with the toxicity or lethality curves.

    Used to teach veterinary technicians, veterinarians and physicians pharmacology.

    GLTAL.

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 23, 2014 8:10 AM Flag

    Inovio's clinical trials are on clinicaltrials DOT gov like most companies who are investigation new drugs, biologicals or medical devices. There will be an announcement when the FDA and Inovio have reached an agreement on the format, methods and number of patients to be enrolled in the trial. Longs should monitor that site monthly for updates and reports.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 by rehdvm2004 Mar 22, 2014 12:08 PM Flag

    that Inovio has a $3.5 million contract with DOD to comparatively evaluate the efficacy of currently used vaccination techniques (pneumatic syringe) with electorporesis. If positive results are achieved there, the entire procedure for preventive immunizations for armed forces personnel, Peace Corps volunteers, CDC field agents, etc., etc. will change dramatically. I know that these studies and the data are confidential between Inovio and DOD, but that one could be a major bell ringer. I think that DOD solicited the trial like FDA solicited INSM to do the NTM trial with Arikace. We shall see.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    VGX Results Known Already?

    by choppas83 Mar 20, 2014 1:35 PM
    rehdvm2004 rehdvm2004 Mar 21, 2014 9:57 AM Flag

    Clinical trial data is confidential between the Sponsor and the FDA or EMEA until the regulatory agency completes a review and gives a confidential response back to the Sponsor. The Sponsor, in turn, makes a public announcement about good news, comments about any new information that is required that would lead to a positive review in the future, or if it is bad news, the Sponsor terminates the trial or redesigns a trial which leads to a delay. The good news about biologics that represent vaccines . . . like the potential product . . . the reviews are usually all or none. Inovio has so many biologics in their pipeline and strong scientific collaborations that are medically important for humans that it is hard to believe that they will not be successful with several in the next two years. I bought in in March 2013 knowing that it would be 3 years to any significant regulatory interactions and BLAs. Forty-three years of helping physicians get to clinical trials. They are on target to make my investment worth while.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 21, 2014 9:36 AM Flag

    Yes. But there are websites that report daily buys by institutions and major holders. I used to follow one that did NASDQ trades in real time. Any know a site for NYSE?

    This thread drew one total liar already so look for more blather.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 21, 2014 9:33 AM Flag

    That is a total lie. I asked Inovio directly and they responded that the shares could only be bought by institutions. Total lie.

    Sentiment: Strong Buy

  • Yahoo has not updated the institutional ownership yet.

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 21, 2014 8:59 AM Flag

    We are reasonably sure about you because . . .

    Inovio does vaccine trials. Vaccines are biologics that are regulated by the CBER division of FDA and are approved by the issuance of a BLA (Biologics License Agreement).

    If vaccines work in mice and produce neutralizing antibodies against a challenge dose of the causative agent of the disease, condition, etc. then the vaccination procedure (dose, route and re-vaccination interval) are the only issues in translating the immunization procedure to humans from mice. It is called "translational research."

    Vaccines produce antibodies on an "all or none" basis. Either the antibody titer reaches the preventive, treatment or curative threshold or it does not. The dose is increased incrementally until the desired level of antibody production is reached.

    Biological, unlike drugs have one side effect . . . allergy which occurs as rash, itching, wheezing or (worst case) anaphylaxis. But if a disease is going to kill you, anaphylaxis as a less than 0.5% chance is not an issue.

    There are so many other points that make your comment ignorant that it belays further response.

    Keep on comparing biological with drugs. Do it in a job interview and impress your prospective boss.

    GLTAL. Ignore ignoramuses.

    Sentiment: Strong Buy

  • States make their decision on #$%$ . . .

    The Feds decriminalize the use of #$%$

    The Feds and states reach agreement on regulations and laws governing seeds to final products

    State and local authorities monitor and get data on (probable) decreases in crimes and misdemeanors associated with pot

    States collect revenues from pot sales

    Other???

    But the payoff is years away. Why get your shorts in a knot? The SA article is a case in point. The writer is a "hedge fund" executive who specializes in what . . . hyping and bashing to get share price fluxuation so that selling 1 meg shares nets $100,000! Not a bad days pay except that it comes at the panic response of the lesser investors.

    Day traders, hedge fund looters, shorts can all . . . (fill in your own blank).

    GLTAL

    PHOT is a Strong Buy and Hold

    Sentiment: Strong Buy

  • historyofvaccines DOT org . . . and then leave this MB to the idiot bashers. Just wait and monitor INO for milestones associated with initiating clinical trials, reporting on clinical trials in progress and announcements about FDA, CDC or other filings. Time come, baby come. This weekly (weakly?!?) blather by bashers is baloney. Cut thick or thin . . . it is baloney.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 6, 2014 7:39 AM Flag

    There are websites that provide summary information for which institutions bought into the offering. NASDQ used to have a website like that, but this in NYSE. I am curious to see whether Fidelity has been buying in because they have been very active over the last year.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Which institutions bought the shares?

    by rehdvm2004 Mar 5, 2014 10:14 AM
    rehdvm2004 rehdvm2004 Mar 5, 2014 4:57 PM Flag

    The question is relevant for Longs. Anybody have any information?

    Sentiment: Strong Buy

  • I know there are sites that provide this information. Just curious.

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Mar 4, 2014 4:23 PM Flag

    The dean was correct and I was wrong. But I never got higher than an Assistant Professor!

    My strongest sense is that this technology will cover all skin cancers that are metastatic. Had two bouts with MM and one with Squamous. Both were over-rated for Mohs treatment. I hope that Melanoma Man is alive, healing and sees what is going on.

    GLTAL

  • rehdvm2004 rehdvm2004 Mar 4, 2014 3:20 PM Flag

    Pumpers or bashers who believe they can influence SP on a day-by-day basis are just like #$%$ on a bull . . . useless. Retail investors follow these MB looking for some realistic insights, information and data to reinforce their investments and holdings. All these day traders and MM wanabes do is cloud the real progress and try to influence investors into selling prematurely, or buying on false information. However, if you talk to or report to SEC . . . they will tell you they do not get involved with the BS that streams through on MBs because then consider them blogs for the select few and speculative statements not covered by "safe harbor" or "forward looking" SEC regulations. They are useful if the DD has been done, but 80% of the time they are BS. This thread is BS. Not because it is positive. But because it attempts to be "quantitative" before the facts. A 12 cent increase would be an acceptable day for a Fortune 100 company. But it needs to be consolidated and verified for a microcap. I am a strong buy, approaching Long (12 months) investor. But I am also experienced enough in biopharma to know when the envelop is being push for insincere, speculative reasons. ONCS is having a good day. Over-representing anything is pointless unless someone has insider information that they are suggesting. I do not think so in the instance of the current SP. What does the beta say? That suggests the degree of stability of SP increased and the truth of this matter.

    GLTAL, but do not become the mirror image of the bashers.

    Sentiment: Strong Buy

  • Reply to

    Check first . . .

    by rehdvm2004 Mar 4, 2014 9:42 AM
    rehdvm2004 rehdvm2004 Mar 4, 2014 9:42 AM Flag

    Forgot

    Sentiment: Strong Buy

  • rehdvm2004 by rehdvm2004 Mar 4, 2014 9:42 AM Flag

    The two thumbs down of the post on icotf (an new biopharma in Vancouver BC) was unjustified. This company is studying a human monoclonal antibody per the following:

    "iCo-008

    iCo-008 (also known as Bertilimumab or CAT-213) is a human immunoglobulin monoclonal antibody targeting eotaxin-1, a member of the chemokine family of proteins, that acts as messenger molecules between the cells of the immune system.

    Eotaxin-1 is released by various cells, including eosinophils, epithelial cells, fibroblasts, endothelial cells, T-lymphocytes, monocytes and macrophages. During an allergic response the levels of eotaxin-1 are elevated. This attracts eosinophils, a type of white blood cell, into tissues where they can degranulate causing tissue damage that occurs in a variety of allergic disorders. This condition, known as eosinophilia, can occur in a number of disorders, such as allergic ocular disease of conjunctiva and cornea (conjunctivitis and keratoconjunctivitis), asthma, allergic rhinitis, atopic dermatitis, and other inflammatory disorders, such as inflammatory bowel disease and Crohn's disease."

    This information actually frames the vast importance of Inovio's interest in Eotaxin-1.

    This was not a put-down of Inovio, but rather a constructive validation of the science.

    GLTAL

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