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Insmed Incorporated Message Board

rehdvm2004 94 posts  |  Last Activity: 15 hours ago Member since: Oct 21, 2004
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  • Reply to

    trading is weird

    by walktheline43 May 6, 2015 4:57 PM
    rehdvm2004 rehdvm2004 May 7, 2015 4:56 PM Flag

    The papers appear to be clinically related to academic research institutions. I do not necessarily see any direct link to Grifols. The break-out antibiotic for Grifols will be world wide distribution of Pulmiquin.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Clinical Trials and projected Costs . . .

    by rehdvm2004 May 7, 2015 9:41 AM
    rehdvm2004 rehdvm2004 May 7, 2015 11:32 AM Flag

    For those interested in "why NZ" you can refer to the NZ Ministry of Health for info. Remember, chronic Hep B carriers cannot donate blood or tissues for organ transplant and are subject to liver cirrhosis and cancer.

    NZ, along with Australia and South Africa (mainly for 50% of the population) have the best medical systems in the Southern Hemisphere, BTW. Worked with Witwatersrand Medical Center, SA to get approval of a blood substitute once upon a time.

    GLTAL

    Sentiment: Strong Buy

  • For investors who do not know about clinical trial costs, big pharma projects the cost of clinical trials carefully and plot a burn rate. The equation is numbers of enrollees agreed upon with the FDA times costs for each enrollee in the trial. Inovio has not done this on their website, so I will do an estimated Phase I Study of INO-1800 With or Without INO-9112 + EP in Chronic Hepatitis B Subjects as an example:

    FDA Clinical Trial ID: "NCT02431312"

    "Estimated Enrollment: 126
    Study Start Date: January 2015
    Estimated Study Completion Date: November 2017
    Estimated Primary Completion Date: November 2017"

    Eight different treatments because it is a Phase I dose ranging study. Each patient gets 3-5 doses of vaccine and screening is performed for up to 76 weeks (about 1.4 years).

    Long list of "Inclusion" and "Exclusion" criteria in protocol.

    Location:
    "New Zealand
    Auckland City Hospital Status: Recruiting
    Auckland, New Zealand
    Contact: Jane Biddulph

    Sponsors and Collaborators:
    Inovio Pharmaceuticals
    Hoffmann-La Roche

    Investigators:
    Study Director: Scott White, MD Inovio Pharmaceuticals"

    Study started in January 2015, completion November 2017. This is an outpatient, interventional clinical trial looking for the low levels of detectable circulating Hep B DNA ("

    Sentiment: Strong Buy

  • Reply to

    trading is weird

    by walktheline43 May 6, 2015 4:57 PM
    rehdvm2004 rehdvm2004 May 6, 2015 5:38 PM Flag

    Note there was only 1,108 shares traded today. There is no volume here, which is good because the shorts are always absent. The only strategy is to slowly accumulate. The target is $23-26 when the interim data is presented. If they get 4 logs of reduction of Pseudomonas, they are home big time.

    There have been two papers out of Spain where they are administering Cipro orally and inhalational antibiotics with good results. That is the importance of Pulmoquin.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 May 6, 2015 11:20 AM Flag

    Here is the "cure rate" for surgical treatment (minimally invasive laparoscopic or robotic) of prostate cancer, per American Cancer Society:

    "According to the most recent data, when including all stages of prostate cancer:
    ◾ The relative 5-year survival rate is almost 100%
    ◾ The relative 10-year survival rate is 99%
    ◾ The 15-year relative survival rate is 94%"

    Any immunotherapy would have to be dedicated to invasive prostate cancer (spreading outside the capsule of the prostate) and the rare times that there is metastatic prostate cancer, which can end up in the bone marrow. That is why Roche dropped the project.

    There are other more important vaccine and immunotherapy targets for cancer that Inovio and partners/collaborators can plan for in the near future. But first they need the initial approval for HPV to consolidate everything.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Question: Proceeds from the public offering

    by ipdup May 5, 2015 10:55 PM
    rehdvm2004 rehdvm2004 May 6, 2015 7:41 AM Flag

    They could acquire a CMO (Contract Manufacturing Organization), which would put the manufacturing profits into Inovio's pockets. They are too small right now to crank out a million doses of vaccine per day. And they are partnered with the South Korean company that has that capability.

    Another thought is to be able to do their own DNA isolates for fabricating into plasmids. Right now the U Penn collaboration/partnership is integral to the near future of Inovio's success.

    In either case, the goal would be to strengthen science and/or scaled-up production.

    The general sense is more $$ to remain independent and become a large cap biopharma down the road.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 May 5, 2015 9:53 AM Flag

    Fidelity has all their INO in two or three small cap biopharma mutual. I talked with my broker last week and he mentioned they rate INO 2.1 on a 10 scale, so they are bearish. But it is a hold and accumulate stock. It is just that they have such broad patent and potential clinical programs for immunotherapy and vaccine prevention that they could get traction at any moment. But they will be dependent upon large volume vaccine production with a CMO or partner for years to come.

    GLTAL

    Sentiment: Strong Buy

  • "In the Hot Zone" on Ebola virus in West Africa (pp. 920-925). Teams of epidemiologists and veterinarians are trying to identify the reservoir host(s) of Ebola virus, which is still causing small outbreaks. They have actually started looking at livestock (cattle) as possible reservoir hosts. Non-primates may harbor the virus without getting sick because of the lack of epitopes (cell surface attachment sites) on target cells where hemorrhage could occur.

    Rabies in dogs and cats has been declared a rare threat by CDC because of pet vaccination clinics and the three year rabies vaccine. If they find a reservoir host in Africa that is a domestic species, they may initiate a vaccination program for pets and farm animals.

    If GeneOne and Inovio are successful in getting an Ebola vaccine, I would not be surprised to see a domestic animal vaccine within 5 years. It took over 100 years to eradicate smallpox through vaccination. Now we have cornered canine rabies in Europe and the US. We shall see.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    2500 shares INO picked up at 8.02 -- 5 days ago

    by alexq26 May 4, 2015 10:01 AM
    rehdvm2004 rehdvm2004 May 4, 2015 2:51 PM Flag

    Strange. I picked up 1430 shares at $8.33 at the same time . . . but they were not associated with any $8.00 offering (Fidelity said they were Market Shares). The lowest SP on that day was $8.08 by the Yahoo 5 day chart but it climbed in the PM.

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 May 4, 2015 10:25 AM Flag

    You are behind the times. They are now listed in Toronto as TST.TO and they are filing in June 2015. The results were good.

    Sentiment: Buy

  • rehdvm2004 rehdvm2004 May 4, 2015 9:46 AM Flag

    Your premise is a cyber crime for a "smear campaign." Simple . . . identify who has been "smeared" in so far as their reputation. I already suggested that Inovio is a possible Plaintiff, but they are not going to sue over a BS blog. Read more carefully. So who has been "smeared?"

    BTW, as a professional board and member of multiple public service committees/boards in MA, I was involved with many court cases in Superior Court, Land Court and mediations. Have not been involved with an arbitration. But the principle is always the same . . . state your case.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 May 4, 2015 6:43 AM Flag

    Better yet . . . describe the "damage" caused by these idiots?

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 May 4, 2015 6:41 AM Flag

    Who, with standing, is going to file this case because of difference of opinion on Yahoo MB? Who will be the Plaintiff? Inovio? Doubt that because they are too busy doing their business and reaching milestones (slowly because of the slowness of the regulatory process).

    BTW, what specific "tort law" is not argued under the "adversarial legal hypothesis of Napoleonic Law" in this country? Do yourself a favor and put the negative bloggers on "iggy" and move on with your search for useful information. Otherwise file a class action suit as a group of stock holders.

    The jerks you cite are "day traders" who are delusional that they affect share price at all. Go after the flash traders in the big institutions. They are the MMs that cause the flux in the SP.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Prime/Boost DNA Strategies

    by squeezeplay306 May 3, 2015 7:21 PM
    rehdvm2004 rehdvm2004 May 3, 2015 7:59 PM Flag

    Adenovirus vectors are passé because FDA and NIH consider the vector to have the capability of reconstituting with an adenovirus that is infecting a human and therefore amplifying the effect of the virus. Genzyme had an adenovirus vector anti-hemophilia or anticoagulant treatment (ATT III) that was delayed and delayed for years because of that hypothesis. Adenovirus infections are rare in humans, BTW. The circular nature of the plasmid prepared by Inovio, the electroporesis and the IL stimulant for T-cell migration is enough. I think there will be a lot more Phase 1/Phase 2 trials coming with collaborators/partners in the near future. Remember, Inovio does not have the basic biochemistry laboratories and containment facilities for isolating and finding the antigens for infectious diseases. They may do some novel DNA antigen work for cancer because that is BSL1 biochemistry. Do you Medline search and just focus on DNA and you will find more relevant scientific information. Or just look for clinical trials with DNA vaccines on CT.gov.

    Good finds on the clinical trials.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Cyber Smear Campaigns

    by squeezeplay306 Mar 12, 2015 9:58 PM
    rehdvm2004 rehdvm2004 May 3, 2015 11:33 AM Flag

    Contact the SEC. They will tell you that the Yahoo MB is considered a blog and people can spew out any dribble they want. But the important thing is these MBs and negative posts have no influence on actual SP. It is delusional to think that this BS is causing anyone to buy or sell except for gullible retail investors who believe this BS. Just keep hitting the ignore flag and move on to the few posters who are sharing useful information. Or do you own DD. It is clear to most of us that Inovio will be around long after the "shadow posters" on this MB are long gone.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Half the page are Iggy`s!

    by harryearl.hagen May 1, 2015 1:55 PM
    rehdvm2004 rehdvm2004 May 2, 2015 7:47 AM Flag

    I have more than half posters in the list of Topics on ignore. Only way to conserve rational dialog on any Yahoo MB about stocks. These are blogs according to the SEC. Complained about the Insmed MB years ago because they had a "posse" to get posts trashed that worked within 30 minutes. Day traders will do anything to create the yoyo effect. Fortunately, no one treats these MBs with much respect because of the day traders. EOS.

    GLTAL

    Sentiment: Strong Buy

  • What retail investors should understand is that the number of projects that are entering clinical trial phase are increasing exponentially and that Inovio and their partners/collaborators (anyone see the recent list?!?) are going to have accelerated R&D costs. This is all going to take place in an industry which is regulated to the point that any marketing must be approved by the FDA, EMA, or other regulatory agency before one cent can be collected for a product. The regulatory process, however tedious, is followed all over the world to ensure safety and efficacy of drugs, biological and medical devices. So what is new about needing $$$ for R&D . . . nothing. Hopefully investors are reading the articles that are appearing widely in various news agencies that indicate that T-cells are unmasking cancers and that immunotherapy, combined with other cancer treatment modalities are the future hope to minimize the scourge of the 20 and 21st centuries.

    BTW, the original vaccine for HPV is already being replaced for clinical trial by the HPV+Tcell stimulant (next generation vaccine). That is why Inovio wants more cash. Then there is Ebola . . .

    I just added 1430 shares to my Roth IRA two days ago. EOS.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    I get headlines from various stock sources . . .

    by rehdvm2004 Apr 28, 2015 7:25 PM
    rehdvm2004 rehdvm2004 Apr 29, 2015 10:03 AM Flag

    All my stock certificates are with Fidelity. They send messages for me to vote proxies and headlines about progress. EOS.

    GLTAL

    Sentiment: Strong Buy

  • This one was through Fidelity . . . Inovio just received a $3 million milestone payment from Roche. Watch the SP go . . . boing!!! . . . when this is announced. There are no shortcuts to filing regulatory documents or starting clinical trials in biopharma.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Apr 27, 2015 8:34 AM Flag

    Oh. One of the important features is the small, hand held size of the device with no remote connection to an electrical source to scale the milliseconds and milliamperage. These are important features. I have only used the Harvard apparatus device which is like a small aspirator in size (connected to an electrical box).

    GLTAL

    Sentiment: Strong Buy

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