The new website seems focusing on promoting the technosphere plateform for third party use with potential application listed as:
Pulmonary arterial hypertension
First you need to get the P-II result peer reviewed to show FDA that it merits a P-III clinical study. FDA will not review their P-II result.
Secondly, I guess Dr. Kim has no rush to start VGX-3100 P-III urgently. P-III will burn a lot of money and INO has only about $100m on hands, while working on multiple drug candidates in parallel. It needs sometime to secure funding (partners, Roche milestone payments, etc). Otherwise, INO may be forced to raise more capital which may not be favorable. As Dr. Kim said about last secondary offering, you'd like to raise capital when you don't need them so you can get favorable term.
That's my plan also. My prediction is 2 bagger in 2 to 3 years, still not too bad.
what's the problem? Sonofi has to feed over 30K representatives doing the selling work, while Mannkind only needs to support a few hundred manufacturing workers. In addition, the upfront payment + milestone payment covers about half of Afrezza's total development expense, not too bad.
That's what I thougt too. It would be very tempting for Apple to get rid of Intel in their products. Then they can have unified CPU across all product lines, and likely sharing on OS design for PC/Tablet/Phones.
I suggested selling Soda Makers at Macy's, not syrup. I got my first Keurig machine from Macy's after keeping seeing it at Macy's catalogue, which is very effective to catch eyeballs.
Anyway, SODA needs to learn why they failed to make progress in US and make sales/marketing changes accordingly.
SODA should start new sales strategy in US.
It should focus on selling soda makers to people with good income, that is, do promotional events at Whole Food, Costco, Macy's, instead of at Walmart (learn from Tesla).
For syrup, it really need to land a partnership deal with one of the top three soft drink producers (most likely Snapple), and focus on selling syrup at major grocery stores and drug stores, as well as selling online with free shipment (Amazon). Focusing on the major stores will help inventory management. Nobody will go to Staples to buy syrup, so why bother sell the stuff there. One more thing, it should lower syrup price also. Forget about 50% gross margin, lower it to 40% to penetrate the market first. With higher volumes, gross margin will go up naturally as well.
thanks for the info. Wish FDA can be wise enough to allow NDA based on the subgroup data, give patients one more treatment option. Otherwise, they need wait for another 5 years for the OPTIMA trial data.
Found the answer in OPTIMA trial info. The new OPTIMA trial actually specified OS as the primary and PFS as secondary (The HEAT study did the opposite).
can any expert share some insight? I remember OS was secondary end point in the original HEAT trial? The sub-group OS number looks very impressive now.
Just checked that there are 24 openings, all for Danbury location. Some jobs are for weekend manufacturing/QA, so likely Mannkind plans to run the production line 24x7.
sohu should be able to easily beat earning estimate, given BIDU's outstanding earning growth reported today.
think this way, VGX-3100 can potentially be used to treat all healthy people infected with HPV virus. Instead of waiting till people got the cervix or head/neck cancers, why not cleaning up the virus to prevent the occurance of cancers?
INO should start another clinical trial on healthy young/middle age adults with HPV virus. The targeted market will be much larger.
Now for phase 3, INO may be able to add IL-12 to further boost T-cell stimulation to improve the result.
It's a bold move but certainly makes sense. If it were not due to the dog fight between Nvidia and AMD, Microsoft/Sony would not be able to get their console chips so cheap (look at AMD's 35% gross margin). AMD also has exprienced microprocessor design engineers that can be used to develop ARM based processors.
NVDA is most undervalued chip stock. Look at other chip players, NXPI, SKWS, TQNT, MU, SNKD, stc. Its stock price is held back due to investors' concern about the competition from INTC/AMD in its graphic business. However, if NVDA can start generating meaningful revenue from its new business initiative like auto, cloud, its stock price should a a big wave up to catch up with other chip players.