Replies to post #211762 on Biotech Values

[DewDiligence]

INO amends terms of VGX-3100 license in Greater China:

https://finance.yahoo.com/news/inovio-enters-license-collaboration-agreement-130000016.html

The gist of the amendment is that INO’s partner, ApolloBio Corporation, is paying more in up-front cash ($23M vs $15M) but is not buying any INO stock. The Feb 2017 PR for the original agreement is in #msg-128651043.

VGX-3100 is a therapeutic vaccine for HPV-related cancers and precancerous conditions, although the above license is for monotherapy treatment of precancerous conditions only.

[DewDiligence]

INO starts anal-cancer phase-2 for VGX-3100—an HPV-based cancer vaccine:

https://globenewswire.com/news-release/2018/05/21/1509315/0/en/Inovio-Opens-Phase-2-Trial-for-VGX-3100-in-Third-Indication-To-Treat-HPV-The-No-1-Sexually-Transmitted-Disease.html

INO is collaborating with AZN on combination treatment with Imfinzi for second-line H&N cancer (#msg-131236136), and INO has its own phase-3 trial underway in cervical pre-cancer (#msg-132005083).