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Quick email thread from Joseph and I on ep.
Well how many can be produced a day?
How many vaccinations a hour can one do?
We are not yet in that scale, but w enough funding we can get to thousands in weeks. Each vaccination should take about 10 sec.
We can scale ip if the $$ is there
Inovio is looking at using a piezo electric ep device that is about the size of a pen. It would not use needles. The technology is promising. We will see how it progresses.
Yes they do. Nice of obama to tax us stock holders huh? That tax is paid before the units are sold.
Ep devices. The company has around 300 cellectra devices on hand. I do not know about production ability yet.
I am just winging this but lets say you could do 200 vaccinations a day running 24 hr. so you are looking at 6000 a day. I have no doubt that given a real emergency we could get out 10000 a month inside of 60 days. The devices are made at the san diego office, and there is ample space in the old bldg, i would think the new bldg is better.
Closed above .60. I am very happy it is holding the .60 mark and not below. I can handle a while right here, rather than a run up then back in to the .50 range.
Good question on the ep devices. I have no idea about how many are on hand and or what the production capacity is. I will check.
Sorry I don't know and no one does at this point. I bought 2 weeks before the last dilution.
It is easy to see there is not one happening anytime soon. I would start to be concerned late fall/winter if no other funding events happen earlier in the year.
Phase 1 data and Ino
Since we are waiting on some phase 1 data, I thought I would take some time to talk about Phase 1 data and the SynCon system.
Any input from our scientists here would be welcome.
Given the nature of the SynCon vaccines, failure in phase 1 (which measures the bodies tolerance of the drug) is almost impossible. The vaccine is a synthetic DNA that is tailored to be accepted by the human body. The only real phase 1 risk Ino faces is related to any efficacy data that comes from the trial.
The public perception of that data would be the biggest stock risk from a Phase 1 trial event as well.
I just thought I would throw that out there since there has been much speculation about the HIV phase 1 data. I think we can be assured that there is no bad tolerance data. The question is how any efficacy data from the trial may be interpreted by the public at large.
I am not saying this is a reason to buy, I think you all know by now I love the company and am very long. I do however caution people about the risk in all biotechs.
I hope this calms some of the longs nervousness.
I apologize to the OCLS board for posting my INO post here. SORRY
Phase 1 data and Ino
since we are waiting on some phase 1 data, I thought I would take some time to talk about Phase 1 data and the SynCon system.
Any input from our scientists here would be welcome.
Given the nature of the SynCon vaccines, failure in phase 1 (which measures the bodies tolerance of the drug) is almost impossible. The vaccine is a synthetic DNA that is tailored to be accepted by the human body. The only real phase 1 risk Ino faces is related to any efficacy data that comes from the trial.
The public perception of that data would be the biggest stock risk from a Phase 1 trial event as well.
I just thought I would throw that out there since there has been much speculation about the HIV phase 1 data. I think we can be assured that there is no bad tolerance data. The question is how any efficacy data from the trial may be interpreted by the public at large.
I am not saying this is a reason to buy, I think you all know by now I love the company and am very long. I do however caution people about the risk in all biotechs.
I hope this calms some of the longs nervousness.
Cool thanks for clarifying and replying.
That is a very sloppy reply. INO has no compliance issues. You should know this already. The only reason I was asking questions is because calling for a reverse split is a hallmark of a groundless basher. I do not know that you are, but it is sad that you keep pushing the reverse split.
Inovio also has no need to attract institutions that have a $1 price floor. I would tell you that is very rare. Most institutions have a $5 floor. Inovio has had no problem making placements over the last 3 years at prices under a dollar, indeed we just had one. So why would they do a reverse split to attract institutions with a dollar floor? If they did a reverse split most institutions would see that as a more negative factor than a stock price under a dollar. Your reverse split position has no merrit, and frankly is down right odd.
I say INO would avoid a reverse split because it is almost always a sign of desperation. That alone would make it something to avoid. While it is common for early state biotechs to have to dilute for capital, it is not common or normal for healthy companies to do a reverse split. A reverse split would have a more negative effect on the stock price than more dilution.
I think you need to study the exchange policies of stocks before you imply that stock has a compliance issue.
Why would Ino do a reverse split? That makes no sense.
I think you should sell brando. No reason to stay if it is causing you too much grief. This is a long term play for tough and may be even foolish people.
Great company, great people and tech, the stock is not as good as the fundamentals yet.
I think the christmas card cutoff is 3 m shares....
Lol
Well I get a nice one from Inovio, joseph has never sent me one, nor have i sent him one either.
Probably a major achievement? NAHHHH, is a major achievement. Proving revolutionary science like that is more than a major achievement. Any how, it is great news. The market has to be ignored as far as stuff like this goes. In the end, the only thing that will lift INO up is proving what we already know, and getting good results is the only answer. As Ino does this the market will respond.
I have been doing this a long time, and I avoid biotech stocks for this exact reason. Sometimes great news is not understood by the market. Biotech is tough, and if you are upset today you are not tough enough. This was a good day for INO and all of the longs.
We should all pitch in and send INO a big gift basket or something. Who is with me?
I did not like the press release either.
For those that do not know, the Inovio Vaccine giving comparable protection to a vaccine that was formulated for specific flu strains is a very major achievement. Many scientists said that it was not possible.
I spoke to Joseph today and congratulated him and the team on the awards and the phase 1 data, told him job well done and thanks.
It is frustrating I know. To me this should have pushed the stock at least 5 cents. But welcome to the crazy world of biotech!!!!
The good news is this is great news!
All good points, and I do not take anything he says seriously. I just like to hear peoples reasoning. This is not the first time he has thrown the reverse split out. He never answers why this will happen. Even if he did it would most likely be more garbage.
If u think ino is junk that is ok say so. But do not try to use made up events to try to sway others. And if u r trashing stock on a board be able and prepared to defend it.
I would love to know why, my guess is the flu is much closer to them.
By the way, when korean stocks go up that much they are automatically closed for the day, so it could have run more.
Kris why would a reverse split happen?
All i can say after 4 diversification becomes pointless... Few can do the homework and the law of diminishing returns starts working against you. But 4 very different positions can really be nice. I tend to super-concentrate myself. That has rarely been much of a problem. My big loss in life was in 2008, unless u were short u had a bad time. I had removed my money from the market before the big fall, and went on vacation. I returned home to find my partner put us all in and lost 50% in a week. Not sure how to diversify out of that.
Lol. Well i think we have a lot of people that worry daily here and often change with the wind. But with a lot of patience, and some confidence, I think they will do just fine.
Interesting blog, I would be curious as to the authors credibility about synthesis not leaving finger prints.
I have had many conversations with our Dr. Joseph Kim about just that type of thing. At one time my Lebanese girlfriend was insisting Israel used bio weapons against Lebanon that would attack only the Lebanese. She was no anti-Semite, but this is common knowledge in Lebanon and she grew up hearing and believing it.
Joseph explained in detail why this did not happen. He also stated (on more an one occasion) it was not possible to mistake lab viruses for wild ones.
He once explained that to me back in 2002 when I was asking him if the rumor that is normally in the black community that AIDS (hiv) was made by white us scientists to whipe out the black people, that HIV was a wild virus. While I do not have the skill set to argue the case, I know Joseph does.
I guess I will ask about sequencing, but a custom dna sequence would likely not have the genetic junk nature tends to have. Perhaps it could be added, but I bet there would be more finger prints along the way.
Yes.
Ino has phase 1 results, so we know that the flu vaccine is safe. It has not been tested in a large enough group, but balanced against the mortality rate of this flu (around 50%) it would be a risk worth taking.
It would be up to China to approve and or ask for the drug to be used. I can tell you China has little regard for safety, but they would take embarrassment of a bad result worse than doing nothing. Again, we already have US safety data, so if China decided this flu was a serious risk to large populations, I am pretty sure they would ask INO and other flu vaccine makers to help.
The US Govt also has pandemic protocols that allow it to bring experimental vaccines forward in emergency situations as well.
All of the above is very unlikely.
You may be interested in investing in VGX animal health when they start raising private money soon.
Np. If u like ino so much u may be interested in in
Obvious,
Nice ino mention. I really like the way your article teaches good ways of evaluating biotech stocks. You did us all proud, and did all investors a real service with that article.
Thomas, law dog just explained the poison pill aspect of those shares very well. The only thing i can add is that is an increase in the number of shares the board CAN issue, not will. They can currently issue 300 mil and they have issued about 150 mil. This is in no way a dilution.
Lovie, law dog just explained the poison pill aspect of those shares very well. The only thing i can add is that is an increase in the number of shares the board CAN issue, not will. They can currently issue 300 mil and they have issued about 150 mil. This is in no way a dilution.
Thanks
Kris can you please explain to us why Inovio would need or want to do a reverse split?
I am very curious simply because I know that there is no need or want.
Joseph simply states what he believes, dilution or no dilution.
I can tell you a situation worse for investors than dilution is not doing it an being in a cash poor position. You were able to monitor their cash position as was I. I expected a dilution mid summer unless a partnership solved the need. I did not expect the dilution last month, but I should have. It made very good sense to do it prior to the ChronTech numbers, as the negative results would pull down the stock price, and make the dilution worse for all.
The truth is Joseph is a master of business, and also very concerned with his shareholders. I have been a shareholder since 2002, and have never observed a single time he was not concerned. I can tell you when you spend time with Joseph, he often sounds like a good business commercial, the words good for our share holders are common. We have had many conversations about that, for many years I was one of the largest share holders, he would often explain how dilutions was in the end better for me, but I never liked it. I had to be diluted in the merger with INO, and in the mergers and takeovers before that. It was necessary. Now INO being a public company, makes the CEO have to be very guarded in what he says. I wish it were so simple for him to explain it now, but that is the nature of a public company.
I am sorry you got bit on the dilution, I did too. I bought 60,000 shares about 3 weeks prior. I can tell you this, if these things upset you, you should not be involved in ANY early stage small cap company. Biotech id 10 times more risky than normal companies, and you are almost insane to be invested in any at all. But if you are that crazy/stupid like most here, INO is an excellent choice and a great place to lose your money helping mankind. Heck you may even make a fortune one day.
I can tell you that it electroporation use to be done under a local, (Novocaine) and if I were getting it done I would request it.
The comparison I have gotten is think of one of those shots you have gotten that was more painful than it should of been. I have also been told it was better than a cortisone shot someone got in a joint.
I hope that helps.
I had to pull the period out of the first part of the email, I hope that worked.....
E article is back on sa, but it was down yesterday afternoon and all night. I am sad to see it back but glad i finally got to read it.
In a word NO.
Lifetide is really not being sold too much now. There is the occasional experimental use.
VGX Animal health is 90% owned by Inovio. So any future use and sales will help the companies bottom line quite a bit. INO is preparing to raise private money to finance VGX Animal Health and bring Lifetide forward to approval in the US for companion animals (dogs and cats).
The time to market for that product would be from 3 months to 2.5 years provided it is approved. The wide range is due to the many possibilities. You can get a pre approval for a conditional license to market the product prior to approval if you have good data behind it. Lifetide for companion animals has prob the best data possible. The long route to approval is around 2 years.
My early projections for year 1 Lifetide US sales are around 10 million. Year 2 goes to about 30 million. Profit margin would be about 30%. Animal Health is currently worth about 10 million.
Yep the hit piece at SA has been removed.
Welcome to the board. I like ONCS technology ok. It is hard not to like it and also like INO.
My hang up with ONCS is the management. That is the same management responsible from the INO ride from 40 to .50 until VGX took over. They are capable people, they are educated and nice, but I am not sure. I still like INO much better.
For me having two crazy speculative biotech positions may be too many.
It looks like the latest inaccurate slam article by Enhydris has been taken down from SA. Does anyone else have trouble accessing this article or is it just me?
In my long interview with J. Kim we directly address the article he did in Feb. (it was two articles ago if you include todays).
This guy has a half decent education, but his venture company is not real. His activities in Philippines is about as shady as you can get too. There is really NO biotech activity in Philippines. I have been there trying to get approval for LifeTide once just after we got approval for it in Australia. Trust me there is no cutting edge research in that country. Or if so it is taking place in closets, there is no active business community doing biotech that you could invest in.
Any how sing out and let me know. I really wanted to read the article....
A helpful suggestion is not pushing. I will check it out.
You are welcome. I hope they help you in making a decision about INO. Weather you buy it, short it, or leave it alone, having the correct information is needed.