Inovio Pharmaceuticals Inc (INO)

[mackwheaton]

Two things to consider 1) the stock has gained 300% in a little over 2 month. It is not going o go up another 300% in the next 3 months. Just one not happen that way. But it is a credit to th company and their potential that we are sitting with a market cap north of $500 million based on potential.

2) the Roche deal is a huge deal, not financially, but from a credibility standpoint. Roche was anxious enough to jump on two early stage drugs in order to have a relationship with INO. If successful, it will be a big deal financially in 4 or 5 years.

It will be interesting to see what the company does from here. From my point of view, no talk of partnerships prior to the HPV Phase II results are in might indicate that they strongly anticipate success, in which case the price of future partnerships goes way up. If they do engage in more small deals, it might be a sign that they are hedging the HPV results. Just my thoughts.