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Inovio Pharmaceuticals, Inc. Message Board

rehdvm2004 94 posts  |  Last Activity: Jul 3, 2015 7:25 AM Member since: Oct 21, 2004
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  • Reply to

    Insider trading alive and well

    by markets_r_rigged Jun 9, 2015 12:52 PM
    rehdvm2004 rehdvm2004 Jul 3, 2015 7:25 AM Flag

    Grifols, a multi $billion Spanish company, has their world wide (other than US) marketing rights remuneration to ARDM set up in regulatory milestones. The total package is more than $80 million. ARDM has 16 employees who are all upper management types who control the IP and licensing. In order to start a Phase III, they have to perform all the clinical trials with the same product manufactured by cGMP. So there will be no dilution because this far out Grifols knows what is happening with the clinical sites. This far out ARDM and Grifols are submitting monthly reports to FDA per the clinical trial monitoring site which is verified by the FDA with each submission (most companies do not submit monthly reports . . . probably very smart). And mostly this far out you and other idiots are trying to create increased selling so you can start manipulating the SP. So this far out . . . you are a joke of a day trader.

    GLTAL

    Sentiment: Strong Buy

  • That if the cGMP part of the BLA gets accepted, they TST.TO has an automatic cross filing with the CVM (Center for Veterinary Medicine) as far as the safety is concerned and the product specifications. Then they only need to file a study which shows efficacy. If they have immunized a dozen rabbits successfully using the MCNA as an adjuvant, they could probably file for an adjuvant for making research antiserum. If the MCNA does not cross react with TB, they can file for a universal adjuvant for food and fiber animals, or pets that would either be tested for TB to permit slaughter, or just have a higher antibody response, respectively. That is why TST.TO got $63 for the veterinary rights.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Zack's has no credibility . . .

    by rehdvm2004 Jun 11, 2015 2:11 PM
    rehdvm2004 rehdvm2004 Jun 23, 2015 7:47 PM Flag

    Gosh!!!!! 2,208 overbought shares today! What is the stock market coming to?!?

    LOL

    This shows why any of the MM groups are FOS when commenting on the biopharma industry. The whole spectrum of enterprise is regulated to the extent that no company gets a license to market without demonstrating safety and efficacy for their product.

    Stock brokers, day traders and MM wanabees get $$ from generating trades. No trades and they sink back into the slime at the bottom of the pond and draw unemployment . . . or whatever slime lives on?

    GLTAL. The log bactericidal effect of Cipro is the whole story. And nothing but the truth.

    Sentiment: Strong Buy

  • Reply to

    Finally Sold the Rest of my INO shares

    by bargie_rubble Jun 23, 2015 4:54 PM
    rehdvm2004 rehdvm2004 Jun 23, 2015 5:02 PM Flag

    Good! So now you need not comment on this YBM anymore!
    But of course we know that you are waiting to buy back in . . . 100 shares at $8.50 which will rise to $9.00 and you can make $50!?! Except for those broker fees! Drat!

    LOL what an idiot.

    GLTAL

    BTW . . . I got your shares.

    Sentiment: Strong Buy

  • Reply to

    INO PPS prediction

    by agoodbet Jun 23, 2015 2:12 AM
    rehdvm2004 rehdvm2004 Jun 23, 2015 12:10 PM Flag

    Couple of comments:

    MERS is between GeneOne and Inovio. I think they will keep this proprietary. GeneOne is in SK so I think that they have access to the infectious agent which means they can pick it apart and find the pathogenic molecules and where they come from. This is the basis for developing the DNA plasmid and the inoculation to produce T-cell response. This will (hopefully be) a proprietary preparation that will be jointly owned by GeneOne and Inovio. Profits would be 50:50. I would suspect that on completion of a Phase IIa/IIb Inovio and GeneOne would have a $20 up tick.

    Partnerships for dMAbs is not in the cards since the grant is for a consortium. Grants usually allow contracts, subcontracts and collaborations. There is little legal wiggle room for "add on partnerships." The reason is that the granting agency usually shares rights for any concurrent use of proprietary information. In other words patents are shared by the Feds if it is a Federally funded grant. But the Feds are not businesses, per se, and seldom use the proprietary information except at NIH and a few other Fed agencies. So UPenn, Inovio and Immunogen (?, immuno arm of GSK) are already "partners" under terms of the grant.

    I think that positive results from the Phase I Ebola are guaranteed. Safety of a single dose in healthy volunteers. Then it will fall on the dose response curve of multiple doses and getting neutralizing antibody to be demonstrated in vitro. Then they are going to start vaccinating people pre-exposure to Ebola and sending them in harms way to treat people who are exposed and/or clinical. The test will be whether any of the vaccinated people get Ebola and/or whether they are protected enough that their anamnestic (memory response of their immune system) rises up quickly to save them from the "ultimate statistic" (one life-one death). We shall see.

    But there is no mistake that Inovio has some novel science and will be saving lots of human (and animals).

    Sentiment: Strong Buy

  • Reply to

    INO vs NVAX

    by drwestnile Jun 20, 2015 2:10 PM
    rehdvm2004 rehdvm2004 Jun 21, 2015 8:12 PM Flag

    PS - if you look at Inovio's competitors, NVAX does not appear among the institutions.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    INO vs NVAX

    by drwestnile Jun 20, 2015 2:10 PM
    rehdvm2004 rehdvm2004 Jun 21, 2015 8:10 PM Flag

    NVAX has a business making other group's recombinant proteins using insect virus in insect cells. They have one or two proprietary preparations that are in clinical trial, plus lots of Phase Is. They are big enough from their research recombinant protein business to venture into clinical trials. Not sure who owns the etiological agents (sequences causing the insect cells to secrete the recombinant proteins) but that is NVAX private info anyway. But they are selling $millions in recombinant proteins to researchers in academia and industry. They are not direct competitors of Inovio because of the difference in technology.

    GLTAL

    Sentiment: Strong Buy

  • the MM Wannabees (bashers and pumpers) have "dematerialized." I have both types on ignore because they are children in a cat litter box throwing poo at each other. There are few good threads about the science, clinical application or regulatory status that appear here. Each Long has to do their own DD. Yahoo MBs are primarily blogs for idiots with a few pearls of wisdom that appear from time to time. EOS.

    GLTAL

    Sentiment: Strong Buy

  • if they had Ebola, MERS and other tests in their R&D program. They would eclipse almost all in the POC business in 4-6 years.

    GLTAL

    Sentiment: Buy

  • means that Shore will to the geology and determine where to start the open pit mining. Connecting the dots, so to speak. Also, investors need to stay tuned to what the results of the large diameter drilling produced. I would imagine that it will take a month to sort out any large gem stone quality from medium gem stone from small industrial diamonds. Keep your fingers crossed.

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Jun 16, 2015 7:26 AM Flag

    The clinical trial protocol that any agency would approve has three arms:

    1. Ebola vaccination for health care workers who have a zero titer (no anti-Ebola antibody) who are let's see . . . receive three vaccinations two weeks apart and then demonstrate neutralizing antibody to Ebola before being shipped into a Hot Zone. This would be optimum preventive vaccination. Also people in the Hot Zone who are known not to have been exposed during the outbreak.

    2. Ebola vaccination for people in the Hot Zone who may or may not have been exposed to Ebola prior to vaccination. This is a coin flip situation, but hopefully the people would have a protective immune response before they show any signs of disease. This group would include family members who have had close contact with an Ebola patient and health care workers who have been using protective apparel but may have had some exposure.

    3. Vaccination of known exposed people in a Hot Zone while administering palliative therapy to keep the patient from getting full blown Ebola while the vaccine produces active antibody to eliminate circulating Ebola virus from the patient which can effect cure in some.

    There may be other subpopulations to vaccinate but if any Ebola vaccination drops the lowers infection rate of people around Ebola patients or lowers the "kill rate" . . . any regulatory agency will license and the WHO will be right there touting licensure.

    The magnitude of the last Ebola outbreak in West Africa was a true epidemic. What human medicine must now accomplish is to prevent a pandemic situation.

    GeneOne and Inovio are in Phase I, so they are demonstrating that three (my guess) vaccinations at two week intervals produces neutralizing antibody. That can be tested both in vitro and in vivo, BTW. Increasing doses of Ebola antibody from humans is injected intravenously via the tail vein in laboratory mice followed by a direct challenge with Ebola virus. They count the mice that live v. die.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Careers

    by sprinterman1 Jun 13, 2015 6:08 PM
    rehdvm2004 rehdvm2004 Jun 15, 2015 8:09 AM Flag

    Inovio is ramping up. There are a lot of these very good and experienced technical people in the SD area who will jump ship for an increase in salary and a stock option in Inovio. Watch and see if the positions disappear quickly in the next 2-3 months. The scope of these positions suggests to me that Inovio is setting up to be hip deep into clinical trials for the foreseeable future. Only two entry positions Assistant I and Intern. The rest are for experienced personnel. There are also four high paying positions depending upon who is in the applicant pool. This is a $1 million per year commitment to company growth.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    That Investopedia article is weird.

    by fancrapular Jun 13, 2015 10:44 AM
    rehdvm2004 rehdvm2004 Jun 15, 2015 7:58 AM Flag

    Years is part of getting FDA, EMEA or other regulatory body approval. A company has to demonstrate "statistically significant" safety and efficacy in clinical trials (one for each indication BTW) and cGMP (that they can make the product the same each time they manufacture). Go to FOIa (Freedom of Information Act) and request a copy of an approved drug, biological or device file. They charge by the page and are obligated to give you whatever you want. Be prepared to pay $1000s for one file. Look it up.

    Sentiment: Strong Buy

  • Reply to

    this is going down

    by bear_grumpy100 Jun 14, 2015 9:55 PM
    rehdvm2004 rehdvm2004 Jun 15, 2015 7:54 AM Flag

    I think you were one of the other "Seven Bears" . . . Dopey!

    Sentiment: Strong Buy

  • Inovio management just had to be prudent in selecting the most urgently needed, easily attained, widely supported and profitable projects for infectious diseases and cancer. The best route is through collaborations. But in the long run, in order to become truly independent, Inovio will have to build or buy a small volume parenteral solution filling operation. This discussion appeared before on this MB and the standard is CFR 312 Good Manufacturing Practice (GMP) facilities and procedures. That puts 20-25% of overhead cost back in Inovio's pockets to fund their next project. A long time ago Jack Walsh wrote his book on successful R&D. He was unique. GE had six major projects per year that got almost all the funds. When one project was successful, another could become a major GE project. Biopharma is more diverse because you never know what will crop up as a focal point for R&D. Look at the Ebola and MERS outbreaks that have come out of nowhere.

    But Inovio's methods and proprietary equipment will be among the leaders for the next ten years, if not longer.

    GLTAL

    Sentiment: Strong Buy

  • down load their message . . . go to the flag box and report "Abuse" as Spam. The first four posts this AM were from "deadmice", whoever that is. There are only two posts among the first 20 that appear on this MB that I do not have on "Ignore" for the reason they are spamming bashers. People who post on this MB who want to have decent conversation over what is happening should fight back.

    GLTAL

  • After RS there are 14.73 million shares outstanding. Insiders hold 83.62% (12,373,000 shares) of that and no insiders are giving up those shares. Shorts have (need a laugh?) 2,760 shares average, or 0.018% of shares!?! The Beta is 0.43 which means there is going to be up and down . . . but because of retail investors getting nervous over the long wait on the regulatory process. I bought-in for a 3 year wait in March of 2013. Looks like I will get my answer about that time. I think that if the Phase IIb results are duplicated . . . Pulmoquin and Lipoquin will be new inhalation antibiotics in another year and will start undergoing NTM studies about the same time.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Day traders hate ARDM and Grifols because . . .

    by rehdvm2004 Jun 11, 2015 12:34 PM
    rehdvm2004 rehdvm2004 Jun 11, 2015 1:03 PM Flag

    BTW . . . both TOB powder and Arikayce considered adequate by being judged "non-inferior" to TOBI solution in the comparative test for CF treatments. Neither showed "superiority."

    GLTAL

    Sentiment: Strong Buy

  • They have a performance based agreement for clinical trials and regulatory, they are in Phase III and no one in their right mind is going to sell a huge block of shares. If you read the science and the "log kill" data, the ARDM formulation of liposome Cipro is 2 times more efficacious (kills more bacteria) than TOBI, Arikayce or Tobi Powder. Then there are the other follow-on antibiotics. An investor would have to be a "village idiot" not to stick it out until mid 2016 (the targeted completion date for the Phase III). I keep picking off 500 shares here and there.

    Sorry m_r_r but you have missed the basis of the collaboration between ARDM and Grifols. I would guess that a peer reviewed abstract coming out of one of the big Med Center sites (there are 104 total) is really going to have a beneficial effect on SP. Let alone another Grifols milestone payment . . . like the end of the Phase III enrollment!?! Grifols is a multibillion dollar company in Spain where a lot of innovative multiple modality antibiotic therapy studies have been published in the last two years.

    Connect the dots. Many investors have and believe sensitivity disks of inhalational Cipro will be on the test plates to select which antibiotic is most effective against some bacteria isolated from a sputum sample.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Jun 11, 2015 8:46 AM Flag

    The enrollment is inclusive and exclusive. Read the clinical trial criteria and you will see. They do not want to enroll patients who have been recently treated (for example) with the Bayer Cipro Solution. Or possibly other antibiotic treatments that would suggest a combined antibiotic effect. ARDM is searching among 104 clinical sites for patients who are (ideally) first time infected and meet all the other enrollment inclusion criteria. Any patient treated with TOBI or some other inhalational antibiotic within 90 days, or who has taken an oral antibiotic within 90 days would be excluded for the reason I suggested. How could FDA or EMEA say any beneficial effect was due only to ARDM's inhaled antibiotic. The could not.

    As for ARDM being oversold (This is why you cannot trust MM Blogs) tell that to Grifols and Insiders.

    GLTAL

    Sentiment: Strong Buy

INO
7.92-0.22(-2.70%)Jul 2 4:00 PMEDT