Replies to post #24750 on Inovio Pharmaceuticals Inc (INO)

[AlwaysOptimistic]

Inovio Pharmaceuticals Stands Ready to Reach New Heights

"In his second Executive Decision segment of "Mad Money" Thursday, Jim Cramer welcomed back Dr. Joseph Kim, president and CEO of Inovio Pharmaceuticals Inc. (INO) , an early-stage biotech that is working toward a vaccine for Covid-19."

https://realmoney.thestreet.com/investing/stocks/inovio-pharmaceuticals-stands-ready-to-reach-new-heights-15302724

[New/Old]

INO vs MRNA covid 19 vaccine

1. They are the only two US vaccines in phase 1. The others, including Jansen who received ~ $500M fund, are still in pre-clinical phases.

2.Both are using modern platforms. Among 83 covid 19 vaccines (up to april 23) https://www.who.int/blueprint/priority-diseases/key-action/draft-landscape-COVID-19-candidate-vaccines-23-April-2020.pdf?mod=article_inline
a. RNA platform (MRNA platform) is used by 8 other vaccine candidates.
b. DNA platform (INO platform) is also used by 7 others.

3.Neither one has a product in the market

4. MRNA entered phase 1 first (Mar 16), 20 days earlier than INO (April 6th).

5. INO is also running a parallel phase 1/2 trial with Korean, and they are planning to move to phase 2/3 next while MRNA next step is phase 2.

6. Experience with other coronavirus vaccine. INO has a big advantage here when they completed MERS vaccine phase 1/2 trial successfully, and moving to the next phase

7. INO was founded much longer, so it's a minus that they don't have a product yet. However, the pros are that they have wider networks with defense, gov, industry partners, including international gov and partners. Running trials with right partners in Korea should be much faster because of less regulations, and getting volunteers faster.

It wouldn't be surprise if INO vaccine complete all trials and get FDA approved first.

8. If both MRNA and INO vaccines get FDA approval, INO revenue may be higher because they will also sell CELLECTRA® 2000 along with the vaccine.

9. [url]US gov will speed up the vaccine production

[/url][tag]https://www.bloomberg.com/news/articles/2020-04-29/trump-s-operation-warp-speed-aims-to-rush-coronavirus-vaccine[/tag]

They are willing to risk to loose billions of dollars, and to cut regulations to make 300 millions vaccines by Jan. Thus, both MRNA and INO likely get more big Gov grant, and their vaccines can get approval even if the trial results are much less than perfect.

10. If both vaccines are approved, both technologies are proven, the INO will grow much faster, because their pipelines are in more advance trial stages. Most of INO pipelines are in phase 2, and one in phase 3 while MRNA has only three in phase 2, the remaining ones are in earlier phases.

If both vaccines are successful, it is possible that INO stock price will be higher than MRNA in the future