Replies to post #1891 on Inovio Pharmaceuticals Inc (INO)

[johan31]

Leo.......you stated

"Also, any thoughts on why it is taking so long for a deal with big pharma to be negotiated? Dr. Kim is on record last September stating that he hoped to have a deal by the end of 2012"

I know Kim stated that they were in talks with a pharma about partnering On a P1 trial (which is surprising) but I don't ever remember him putting a date on it. He's stated it more than once but I don't think he's ever put a time stamp on it.

If you have a link, I'd like to see it ........thanks

johan

[Everywhereman]

Thanks for the nice reply.

Yes what you say is true. This time negotiating is no different. It could fall apart completely. I cannot tell you how many times I have seen negotiations, most never come to anything.

Why is it taking so long? Well from the limited exposure I have had to such negotiations (and yes I have had some) they are just darn complex. People start talking long before they are ready to start doing. Many large companies use negotiations to get a look at the IP a smaller company has, often hoping the smaller company falls on hard times or goes out of business later. It is a common tactic.

Yes Joseph thinks he has disruptive technology. Just look at the quantity of vaccines INO has in trials now. That is a product of the SynCon system. Do you really doubt that sometime one of those vaccines will make it through trials and to market? Maybe that happens after INO is dead and gone, but I do not think so.

Electropoation is much like having a patent on the syringe. In DNA plasmids it is currently THE delivery system. That could change, but for now it is. So even if all of INO drugs fail, electropoation could still be worth a bundle for the company. Making a small fee on every flu shot sounds pretty appealing to me, what about you? Even if that vaccine is not an INO product.

I hope that helps...