Inovio Pharmaceuticals Inc (INO)

[ziff]

The patnership and SP volatility are clouding something else that came out of RR conference- the addl comments on VGX:

So, we are very excited about this and certainly, we see VGX-3100 as a franchise, not just as a product. So, at Inovio, we have already started to prepare for a potential phase III study for CIN 2/3 indication.

This is the most advanced study in their pipe and therefore the leading indicator on validation of Syn-Con.

Dr Kim has always been "positive" about the progressions of INO studies but never has really tried to sound speculative or like a salesman. Reading the trasncript, did anyone else notice the slight change in tone of many of the things repeated from other presentations? Shift from confident to an almost "we got this" attitude? Calling out the Team? They have a right to be pumped based on the partership but Kim sounds like a guy who clearly see's everything coming together.

Share price will take care of it's self.