Market Talk:
The world has been in lock down for months
due to Corona. Yes, it has to reopen
carefully. However, the younger crowd seems
to act like it's over. It's not. Previously
I wrote about a few stocks that I thought
could make headway. Today, my focus is one
stock, Inovio Pharmaceuticals (INO).
Stock Talk
My last post pointed out one advantage that
seemed to point to Inovio. Since then, I am
seeing other future dots forming
that are pointing to a fair chance of
success. INO uses a handheld application
device for their DNA based Vaccine
trademarked as Cellectra, It uses the theory
of Electroportation (EP) to theoretically
deliver their vaccines more
efficiently.
Inovio was just awarded a $71 M contract from
the Pentagon for their devices. However, this
may just be the beginning. You see, INO 4800
is Inovio's Covid 19 vaccine currently in
Phase 1 Clinical trial. Also South Korea is
reported to planning Phase 1 trial of INO 4800.
The end vaccine product does not require
super cooling in INO 4800 as would Moderna's
candidate. Inovio has a pipeline of cancer
treatments where DNA based treatment may target
the cancer by creating trained T Fighter
immune cells to infiltrate the cancer
and destroy it from the body.
I do not make buy or sell recommendations.
However, I will say that it seems like the
dots of the future chart may be forming for
Inovio to become a Biotech force of the
future. Every stock has risks, including
INO. My strategy is I may buy into "some"
shares if I believe it has a fair chance of
success. With that note, the caveat is that
in vaccines, many companies do not make it
to the end. However, look into Inovio's
history and form your own view on the
chances of success for corona strains.
One open question about INO is the ability
to mass produce INO 4800 vaccine from a
smaller trial setting to the masses. However,
if the Trump / Fauci warp speed corona vaccine
team gets behind Inovio results with massive
funding, the hurdles to mass production may
seem to vanish. With the $71 M purchase of
Cellectra devices, what does it seem like
to the reader?
Will the Phase 1 results in people prove to be
strong durable lasting antibodies and T Cells
to protect against Covid 19? There were
clinical studies on guinea pigs and mice
reported that looked promising enough to start
a Phase 1 trial in people. Reportedly, the
company will be ready by the end of June
(this month!) to report Phase 1 results. There
is some chatter about INO possibly being approved
to start a combined FDA P2/3 trial.
The ability for a vaccine to produce
neutralizing antibodies should not be
understated. And durable trained T fighter
immune cells as well? From what I
read about other more highly touted
candidates may NOT, n a durable sense. This
all makes Inovio an interesting horse in the
race and a strong contender in my humble
view.
With all of the above, I will close with the
statement, I am NO stock pumper. Look into it
all and form your own view, weigh the risk and
potential award. Look at the chart and history.
Biotech stocks can be risky ! But the ones that
do succeed can be rewarded in share price due
to improving fundamentals.
Putting hard earned money into anything like
stocks should be weighed carefully. In full
disclosure, I am in some INO shares and holding.
I am still waiting, as are many, on published
results of the INO 4800 Covid 19 vaccine candidate.
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ALL in my humble opinion.
This site does NOT make Buy / Sell recommendations.
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