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As it turned out, there was more volume today than I originally thought. This "might" have been capitulation day, but for some reason I doubt it.
Usually capitulation occurs when there is 5-10x normal trading volume. We only had about 2.5x today, but this is OTC, so the dynamic may be different.
No capitulation selling yet.
The lack of volume indicates that we have not had "capitulation" day yet. That could happen any day now.
Once it happens the stock will begin it's climb back.
Absolutely! Great job, Fur!
I don't have a problem with Dhillon tweeting.
I have a problem with Dhillon tweeting useless fluff, however.
And unfortunately, it's been mostly fluff, and little substance.
I predicted a low trading range of 0.35 to 0.40 and I'm sticking to it.
Once INO reports results on 8/11 I'm taking profits there and loading up here.
Just another sign that it's HFT algorithms trading between themselves. No accumulation, just churning between machines?
Fur--thanks so much for taking the time to write the article!
As you have said, this stock needs more exposure and more information presented in a single article for retail to read.
Look forward to it being published and for it to help end the current erosion of the PPS.
Cheers!
Nope, just HFT machines trading between themselves? :)
It seems like he "tweets" a lot of fluff just to keep investors interested?
What events?
There has been no news.
The P2 results were not stellar.
52% was the expected primary endpoint and we only reached 49.5% We didn't miss by much, but a miss is a miss and the market responded correctly. The 40% clearing of the virus was a bonus, but Wall Street doesn't understand the science well enough to understand this. They only look at topline results (similar to earnings).
Still, much will be learned from this trial and I eventually see VGX-3100 making it to P3.
When are the P2 results due out?
Thanks in advance!
That would kill any short-term momentum in the company.
Dhillon is in way over his head.
I agree with you.
IMHO, at the end of the day, it's ALL going to be about combination therapies to achieve the desired outcomes.
I see Inovio leading the way with the delivery mechanism (electroporation) and providing the robust T-cell uptake needed. As well as basic research using synthetic DNA to add to their platform and patent portfolio. Other players can handle the rest.
That's why in the short-term we will likely need to partner and also why big pharma will need to partner with us. New partnerships WILL happen, or we will be purchased for north of $10B within two years, IMHO.
The reason for the initial disappointment was that the primary endpoint was 52%. (Everyone should remember this and not deny it.)
We reached 49.5% for the primary endpoint (w/statistical significance) so while the data wasn't "bad," it wasn't stellar either. I believe many of us were expecting closer to a 60% rate. Had we been at 52% or better, I believe the stock would be sitting at $14-15 now. That was the "magic number," and we just missed it by a hair.
Still, with significant mining of subgroup cohort data, I believe we'll see VGX-3100 proceed to a P3 trial.
Would we be better off with Dr. Kim as our CEO?
Dhillon is 14 years his junior and seems a bit immature, constantly tweeting about his personal life.
I just have the feeling that our current "captain" isn't very well seasoned as a CEO.
It's ALL going to be about combination therapies to achieve the desired outcomes in the future.
I see Inovio leading the way with basic vaccine research, and the delivery mechanism (electroporation) to provide the robust T-cell uptake needed. Their patentable synthetic DNA will add to their patent portfolio and overall platform and pipeline. Other players can handle the rest. I could be wrong, but I personally don't believe INO will do everything alone.
That's why in the short-term we will likely need to take on additional partnerships and also why big pharma will need to partner with us. New partnerships WILL happen and I also expect that we could be purchased for north of $10B within two years, if not sooner.
If big pharma waits longer than that the price will be too large. Inovio is in excellent shape to become a leading biotech company and a household name within just a few years.
Big pharma likes sick people to remain sick so that they can continue to sell their drugs at exorbitant prices.
That being the case, any disruptive technology or company will be viewed as a threat by big pharma. And big pharma has all of the connections, ties, big money, and influence to manipulate smaller companies into submission.
It's terrible, but that's the reality of the day. Hopefully, at least the innovative companies will be allowed to do the basic research (trials) needed to prove out the new and improved treatments, and big pharma will offer a reasonable buyout price to the said companies (ONCS, INO, et al).
And hopefully the patients get better treatment options!
News of FDA meeting or partnership announcement will big pharma are really the only two catalysts which can propel this stock higher in the short-term.
I get a sense that both will happen within 90 days.
Patience is needed.
Guilt by association?
Is our share price falling because of the recent short attacks on INO?
There are huge differences between the companies, but they share a common delivery mechanism. Do you think that short-sighted short-sellers are erroneously lumping us together?
So, it sounds like combination therapies which leverage EP + IL-12 are the way that partners will be approaching us?
Quote: "We are doing Phase IIb with a PD-1 drug"
Quoted: I think Dr. Pierce just gave it away. They can't do that without a partnership!
Big Pharma seems to be getting the lion's share of attention with their immunological approaches to cancer.
Yet, some don't show near the efficacy of Inovio or have severe side effects. Why are the little companies being left behind in terms of media coverage? Big pharma paying off the media? Nothing today would surprise me.
Big Pharma seems to be getting the lion's share of attention with their immunological approaches to cancer.
Yet, some don't show near the efficacy as ONCS or have severe side effects. Why are the little companies being left behind in terms of media coverage? Big pharma paying off the media? Nothing today would surprise me.
Who/what is HLR?
INO reverse split.
Is it hurting us? Or is it a non-starter as far as we are concerned?
INO shareholders authorize reverse split.
This was voted on today at their shareholder's meeting. It authorizes management to perform a reverse stock split at a ratio between 2:1 and 4:1 inclusive. It doesn't mean that a split will take place, it just authorizes it. But I suspect we'll see either a 3:1 or 4:1 split, most likely the latter.
Are we next?
I'd prefer to grow organically over $1/share. Hopefully we can do that within the next month!
Is that because through electroporation a far lower dosing of IL-12 is needed, thereby reducing toxicity effects?
Are you saying that quote is incorrect?
Or that it's simply old data?
Which human trials have proved otherwise?
Thanks.
How many here also own INO and why?
Raise your hand! :)
Locked and loaded with 105k shares!
Hey, anything to help the cause and my wallet! :)
Seriously, for every seller that HAS to be a buyer, right?
I just bought another 25k shares today.
Now up to 105k shares and I may add even more!
ONCS had a HUGE win today!
Check their board. This also "should" serve to help validate our own electroporation technology too.
Go INVO!
Cancer is cured! Finally!!!
At least the frameworks are beginning to fall into place for REAL cures! YES!!!
I have to admit I changed position.
I originally shorted from 56.50 this afternoon, but when I saw I was on the wrong side of momentum, I quickly shifted gears to the other side.
If Wall Street wants to run this thing up, I'm no longer in the way. In fact, I'll enjoy the ride too!
MOMO-Monster!
Oh, the insanity of it all.
This is worse than Brittany Spears. The irrational exuberance is "off the charts."
Open Letter to Adam Feuerstein
Many have read your recent chirp at "The Street" regarding the prospects of Keryx's P3 trial-approved drug Zerenex.
It is well known throughout the biotech investment community that you are a paid "sell-side" analyst, serving the special interest needs of your hedge fund masters. We understand that you haven't liked Keryx for a very long time.
If you feel really secure in your position, please elucidate this to us in your favorite forum (Seeking Alpha), where factual rebuttals and intelligent dialogue can occur?
Don't coddle behind the walls of "The Street," Mr. Feuerstein. Aren't you bigger than that?
Why the November 48 puts?
What would your hedge strategy be?
Your alias is "sixpack," that's how. :)