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Let me say I am invested in both INO and ONCS. You do realize INO has completed a phase 2 study of their lead candidate VGX-3100 and are gearing up to begin phase 3 in early 2016 at the latest. They also have several phase 1 trials advancing forward as well as completed preclinical studies published in peer reviewed journals.
Uugghh, I see the AF misrepresentation virus has infected this board. Short parasites have crawled out from under the primordial slime. In case anyone missed it here is a great piece rebutting AF's hit piece on Inovio. Shorts are scared and those naked shorting will be forced to cover starting tomorrow. Good luck longs and good luck Dr. Kim finding a cure for humanity's most hideous diseases!
http://seekingalpha.com/instablog/384331-biotech-research-group/2979583-putting-clarity-to-a-misguided-editorial-on-inovio-pharmaceuticals
With all due respect I think your statements are baseless. I'd rather Punit pay attention to trial progressions and long term company strategy than pps. If he focuses on the former the latter will take care of itself. Also, you show you don't know much about bio offerings or offerings in general for that matter by saying he has put a ceiling on the pps and 'sunk' it to .71. I'll be generous and give you the benefit of the doubt by thinking you are just trying to get a rise out of committed, thoughtful investors here.
Yes, the neck is notorious for people tearing down and building new. Money is no object for some. Just rode out there this morning on my mt. bike. Beauty of a day here. Nahant beach is much cleaner now as well.
I got in to INO first almost 2 years ago and been in ONCS since early 2013. Hard not to get emotionally attached to these companies as they truly have the chance to revolutionize medicine. The possibilities are mind boggling. Not only can they potentially cure diseases and eradicate infection but they can also make shareholders wealthy if they deliver. Good luck to us and all of humanity! Have a great weekend brother.
*buy* an Oceanside house on Marblehead Neck
http://bostonherald.com/business/real_estate/2013/09/a_head_turner_on_marblehead_neck
Is this a Northshore reunion? Ha ha I still live in Swampscott. BTW - there's also a Bunghole liquors on Pickering Whsrf. I have ONCS and INO positions in my IRA and also have INO in my taxable. Going to let IRA positions sit as I see INO and ONCS as future powerhouses. May try to trade INO taxable position around PH2 data. Either way I hope these two deliver the goods so I can retire early and by an Oceanside house on Marblehead neck!
Question about the timing. Thoughts on completing this offering immediately after ASCO and PH2 interim data? Why not close this offering last week prior to ASCO and data announcement? Shares had been trading above .71 since mid April. Is there anything to read in to it or is it just the typical OTC Bio move? Thanks!
Brian Nichols piece from January is a good refresher on what to expect from INO and ONCS this year. I fully agree with his analysis of the importance of ONCS's upcoming MCC data:
"in treating MCC, there are no FDA approved treatments, no ongoing studies, no planned studies — and as a result there really isn’t a standard of care for this aggressive disease. Hence, OncoSec has no competition in this space, and just needs to prove that patients are responding to IL-12. If so, it seems very likely that OncoSec will soon own this $300 million market opportunity. Not to mention, MCC is an orphan disease. Therefore, with planned FDA meetings to discuss future MCC trials, OncoSec could likely earn an accelerated path toward approval. And if data is really good, investors will definitely speculate… and this program will drive significant gains."
Good MCC data alone could position ONCS to be a multi billion dollar company within a few years.
Haven't seen presenter roster yet. They have until June 15 to submit abstracts. Between ASCO and ISDNAV Conferences it's going to be an exciting summer for ONCS!
ONCS, INO and VGXi are the chief sponsors at the 2014 meeting of the International Society of DNA Vaccines in July. PHII data from both ONCS and INO should be out by then. Will be great to see both companies sharing the same stage! Thanks to Darryl from ST for providing this link.
http://www.isdv.org/2014/sponsors/sponsor-tiers
Beginning on page 30 of INO's 14a filing they explain the proposed RS and justification for it. I have been long for almost two years and voted in favor of it. Lift share price above $5 to remove fiduciary prudence allowing more institutions in, reduce float to not only cull some retail but also reduce share supply so in the event VGX data is positive, as I expect, the heavy demand will catapult share price skywards.
https://www.sec.gov/Archives/edgar/data/1055726/000119312514118697/d696057dpre14a.htm
Thanks. Yes I noticed the break but forgot to mention it. That was an interesting drop as the volume was highest since mid September.
Bull flag on 1yr. chart? Uptrend started mid December then a flag pole formed last week of February culminating in our 52 week high of .97 in early March. Since then flag has formed on contracting volume. Flag pole and flag itself are a little extended but if flag confirms we could hit $1.15 near term. Given upcoming conferences culminating in ASCO we could easily see this.
Immunotherapy gaining more mainstream exposure. Companies like ONCS and INO are on the forefront and will be leaders in the field in the coming years. I'm loaded up on both and plan to retire early in 5 years with the proceeds from this revolutionary shift in how diseases like cancer are treated.
http://www.nytimes.com/2014/05/09/health/doctors-use-patients-immune-cells-to-shrink-cancer-tumors.html?hp&_r=1
I'm from the North Shore as well Zoriden. Tough one for the B's but I know team ONCS and INO won't let us down!
Hope everyone has their seatbelt fastened. May is going to be VERY busy for OncoSec!
http://finance.yahoo.com/news/oncosec-medical-present-seven-events-100300763.html
Maxim maintains buy rating and $3 PT for ONCS as of 4/21. Just a matter of time before we breach the $1 mark and run IMO. However, we'll need substantive news (positive data and/or partnership) to overcome short power.
http://www.maximgrp.com/research/MaximUniverse.pdf
Presenting Phase II data at ASCO. Bullish indeed!
http://finance.yahoo.com/news/oncosec-medical-selected-present-phase-100200517.html
Gums, you summed up S3's and how this one pertains to ONCS's current circumstances very succinctly. New drug development is a marathon not a sprint and an S3 should be viewed as a watering station along the race route. Should the company need funding relatively quickly it allows them to raise it within several days.
If one has done their DD and believes in what the company management is doing look at a potential offering under an S3 as the time to pick up cheaper shares. Happy Easter everyone.
I always read this as a refresher when one of my companies files an S-3 Shelf Offering. Necessary evil for the greater good in biotech land.
http://www.mofo.com/files/uploads/images/faqshelfofferings.pdf
ONCS is in biotech's sweet spot with their PHII trials
http://www.investmentu.com/article/detail/19039/phase-2-biotech-investing#.U0ncZSe9KSM
INO and ONCS are in biotech's sweet spot. Giddy-up!
http://www.investmentu.com/article/detail/19039/phase-2-biotech-investing#.U0ncZSe9KSM
VGX PHII Data due by mid year. Could always announce new partnerships and/or initiation of new PHI trials w/ and w/o Roche. I'd say you were wise to buy at these levels with the upcoming catalysts over the next 6 - 12 months!
Nothing to back up its credibility? Did you start drinking early on this Saturday night? Sure INO hasn't completed any PHIII trials but the delivery system has been proven and the 400 patents provide a solid wall against competitors. Time will tell whether their many potential vaccines will prove effective but looking at management's pedigree and their results to date I'd say the smart 'long' money is on INO. Good night my friend.
ONCS announces melanoma development strategy. With recent financing in place the share price should begin to climb again in near future.
http://finance.yahoo.com/news/oncosec-announces-melanoma-development-strategy-100500704.html
Thanks. I joined a few weeks ago. It's definitely an informed, passionate group on there. Very educational!
Thanks for the analysis Nettrader! PM and AH is mysterious to many but getting an explanation like yours out there helps shed light on the market's intricacies. Long and strong INO here!
I still don't understand how you can continue to call INOVIO a pump and dump. Promising data has been peer reviewed and published in respected journals, grants provided by major players like the Gates Foundation, management with ties to BP such as Merck, coverage from analysts like Piper Jafferies, active pipeline with 11 vaccines in development, cash sufficient to continue operations through 2014, etc.
Is there risk? Sure there is but to continue to call it a pump and dump is off the mark in my opinion.
I have noticed and do think its good news. However, could it be these relatively small purchases are just part of his comp. package and automatic?
Thank you for your informative posts. Can you give us a comparative example of a small cap bio doubling on a partnership deal? I'm long INO but just don't see a partnership deal giving INO a $200 - $300 mil. mk increase. Would that partnership deal be worth that much? If not, how would a share price increase of such magnitude be justified?
I wholeheartedly agree with you! Inovio is an exciting company with a very bright future. I too find it astounding that some are allowed to repeatedly bash the company without substantiating their claims but when a factual rebuttal is offered up I am accused of being 'off topic'. Long and strong INO. Many catalysts in the next 6 - 12 months. It will be a wild ride for sure but rewarding in the end. This isn't your parent's company from 30 years ago! ha ha
He will not say because that's how shorts/bashers operate. A level headed investor is unbiased and does their DD always weighing conflicting viewpoints. He has his opinion and those that have researched present day INO have theirs. Long INO.
Thanks for the advice MG but I still disagree with your P&D thesis. Sure it's a small volatile biotech but the PL and management are extremely promising. For those investors/traders willing to do their DD and explore their patience there is plenty of $$$ to be made here. BTW - why do you continue to post your warnings about INO on all these different message boards? Short from .50? Disgruntled former employee? Do tell Gent.
Yes and no. I have been patiently waiting to add in the 1.30 - 1.40 range but this morning's PR will certainly keep it above that range until at least next week.
We won't see below $1 today but I think a correction to the $1.30 - 1.40 level this week is healthy. The upcoming investor conferences this fall and PH 2 results from their HPV vaccine due to be released 1Q '14 will keep this stock trading between the $1 - $2 range. Of course that's all premised on no extremely positive or negative news during this timeframe. I for one believe strongly in Inovios current clinical trial progress as well their current management and will be adding on any dips sub $1.50.
He's only telling part of the truth. He failed to mention recent positive data results, grants from the likes of the Gates foundation and management's pedigree. His was the truth of where INO originated from and not where it's going.
Started a small position - 5000 @.35. This may be the INO effect lifting it higher. Regardless I like both company's technology and potential. We could be on the cusp of medical breakthroughs with these two. Time and results will tell.