Inovio Pharmaceuticals Inc (INO)

[mackwheaton]

Hey mpat, happy holidays and the best of New Years. You are right on target with the dilution potential of ONCS versus INO, I think that is what is holding the stock back now. ONCS is not nearly as deep in resources and pipeline but has a much lower market cap and smaller number of shares outstanding. Both should do well, if I were to want to hold one longer it would be INO. As a trade, especially since the melanoma data is out I'd rather play ONCS just because it hasn't gotten the attention yet and again, your assessment of how each could do in 2014 is on point. Eventually, I would like to hold twice as much, or more in dollar terms, of INO, but I'd like to catch ONCS on an INO like run first.