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sectorstream.com I have extensively researched the Biotech market the last few years. I look for undervalued stocks,cutting edge science, experienced management and tech to match. With innovation surrounding us in the information age and the advances being made in nano/tech, medicine and... More
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  • Inovio's March Madness 6 comments
    Mar 4, 2013 1:58 PM | about stocks: INO

    Inovio Pharmaceuticals (NASDAQ:INO) is off to a strong start for 2013. Lets take a closer look at what's to come

    January 2013

    The PATH Malaria Vaccine Initiative (NYSE:MVI) a program established at PATH through an initial grant from the Bill & Melinda Gates Foundation established a collaboration and funding to test whether a novel vaccine approach that combines genetically engineered DNA with an innovative vaccine delivery technology called electroporation could induce an immune response in humans that protects against malaria parasite infection. According to Inovio the Phase 1/2a clinical trial will begin in early 2014. After the (MVI) announcement Inovio updated investors on their plans to initiate clinical trial for hepatitis c therapeutic vaccine later this year.

    February

    Dr. Joseph Kim President and CEO of Inovio Pharmaceuticals was busy this month spreading the message about Inovios cutting edge thinking about immune stimulation and new methods of vaccine design, formulation, and delivery of synthetic DNA vaccines. Dr. Kim attended the following conferences to deliver Ino's confident message to the medical and investment community starting with the following,

    1) RetailInvestorConferences.com on February-7th

    2) BIO CEO and Investor Conference February-12th

    3) Wall Street Journal's Unleashing Innovation conference February-19-21

    I would urge anyone thinking of investing here, or if your already an investor who hasn't had a change to watch these uploaded webcast they can be viewed on Inovios website. Dr. Kim was quoted on many occasions during in these conferences stating things like "Inovios vaccine approach will change the world and bring value to shareholders", "Inovio will announce a new partner with big pharma this year ", "2013 will be an epic year for Inovio". I know what your thinking such confidence in the somewhat unpredictable biotech world could send a too good to be true feeling to potential investors watching on the sidelines. Investors thinking along those lines is a good thing but it doesn't change the fact Inovios studies have showed the best in class results for numerous cancers and infectious disease vaccines. Once again I urge you to do your own homework and draw your own conclusions the information is readily available one of my favorite sites to reference is clinicaltrials.gov.

    March

    Finally we have arrived in March. Two major catalyst are due to be unveiled at any moment in no set order this month. First I will bring attention to ChronVac hepatitis C vaccine interim results of phase II according to Inovios web site and Dr. Kim the CEO will be released (1Q 2013). Inovio had 33% ownership over this vaccine but it was recently announced last month Inovio now owns 50% of the rights to Chronvac. Next we have PENNVAX-B HIV vaccine. In a prior phase I study (HVTN-080) of 48 healthy patients, PENNVAX-B demonstrated best-in-class immune responses. Dr. Kim at the last conference he attended announced results for final HIV-001 have been submitted for publication in a peer reviewed medical journal. The CEO was quoted as saying this publication is "just weeks" from being published this was stated three weeks ago. Investors eagerly await a potential game changer in the preventive and therapeutic treatment of HIV. Positive results will solidity Inovios approach and give hope to positive outcomes for their two other HIV drugs already in clinical development. The National Institute of Allergy and Infectious Diseases has already granted $25 million to Inovio to speed up the development of these HIV vaccines.

    Conclusion

    Inovio is poised to add substantial share value based off their pending phase results. The new generation of novel synthetic DNA vaccines is taking major strides to treat some of today's most deadly cancers and infectious diseases plaguing the world. Partnerships and funding play a major part in the development of small pharmaceutical company's getting their drugs to market. Ino's current list of partnerships is nothing short of impressive. Deals have been struck with UPenn,Merck & Co,University of Southampton, ChronTech,(HVTN),NIAID,U.S. Military HIV Research Program (MHRP), Bill & Melinda Gates Foundation,US Department of Homeland Security and The National Cancer Institute. As for the rest of 2013 here is what is on the table for Inovio.

    *Seasonal Flu (H5N1 + H1N1)-Report interim phase I clinical data (1H 2013)

    *HIV type-1 clades A and C-Initiate phase I clinical trial 1H 2013

    *Prostate cancer-Initiate phase I clinical trial (1H 2013)

    *Cervical Dysplasia expect results late 2013

    *Leukemia additional phase II data (2013)

    *Hepatitis C virus therapeutic INO-8000 HCV Phase I/IIa (2H 2013)

    CEO Dr. J. Joseph Kim will present an overview of the company at the Cowen & Company 33rd Annual Health Care Conference Wednesday March 6 11:20-11:50 a.m. EST

    Disclosure: I am long INO.

    Additional disclosure: I wrote this article myself, this article has not been officially edited by anyone.

    Themes: Bio-Tech Stocks: INO
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Comments (6)
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  • Tom Sawyer
    , contributor
    Comments (27) | Send Message
     
    Ino does not own 50% of chronvac hep c. It started that way when they paid for part of phase 1. With the onset of phase 2 ino had the option ofnpaying for the phase or losing ownership percentages in the vaccine. Ino chose to lose owership. They own less than 30% now.
    4 Mar 2013, 06:43 PM Reply Like
  • Kyle's Picks
    , contributor
    Comments (30) | Send Message
     
    Author’s reply » The terms of the development agreement call for each party to fund a portion of the phase I and subsequent phase II trials and share profit according to their contribution. Inovio will initially get a 33% ownership in the overall product with the option to increase this to 50% after the completion of the phase 1 trial...Dr. Kim CEO of Inovio stated this year that option for 50% ownership was exercised.
    6 Mar 2013, 05:17 AM Reply Like
  • Long Term Bio
    , contributor
    Comments (449) | Send Message
     
    Actually if you listened to the most recent conference Call the CEO states that INO owns half the rights to ChronvaC and full rights on the electroporation technology Chrontech is using. So technically Inovio owns more portion than chrontech you are welcome to review the retail investor conference webcast where he answers that.
    6 Mar 2013, 10:08 PM Reply Like
  • Kyle's Picks
    , contributor
    Comments (30) | Send Message
     
    Author’s reply » Correction to article Everywhereman is right an updated statement in filings has not been made public yet in reguards to % of chronvac ownership so it is not knowen if the 50% option was exercised
    11 Mar 2013, 05:24 AM Reply Like
  • Kyle's Picks
    , contributor
    Comments (30) | Send Message
     
    Author’s reply » I will find the direct link for you. Inovios CEO stated they exercised their option for 50% in a recently held conference.
    4 Mar 2013, 10:19 PM Reply Like
  • golfdoc
    , contributor
    Comments (67) | Send Message
     
    thanks for the article, kyle. long ino for the long haul. like to read any and all articles about ino to gain more knowledge. thanks again for the reference to clinical trials.gov. another tool to help in my education.
    6 Mar 2013, 02:02 PM Reply Like
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