Wednesday, September 9, 2020

Paul Harvey may have liked Inovio.

 

Market Talk

So since  we coined the term "the Biden effect" the overall market has seriously corrected with the Dow off over 1600 .  I suspect that at points during the next 55 days to the Nov 3 election, every time the balance seems to shift to a socialist Democrat victory - the overall market may just fade.  It will no doubt have bouts of optimism and dead cat bounces, but with a close election uncertainty will prevail and the market dislikes uncertainty.  High Taxes, tax and spend notions and socialism will change America as we know it.  Look at Venezuela.  Once one of the richest countries in Capitalism, that fell for socialism and is now a dictatorship called a Federal executive power. Once the richest country in South America now left poor starting with socialism leading to dictatorship.  Free stuff is not free.
 
 
 Stock Talk
 
The market will no doubt bounce around.  

 I think it is time to buy some Inovio back in my humble opinion.

 Why?  We see the new agreement with large American manufacturer for 100 mil doses of INO4800 should it gain FDA approval. It seems now that plans have been made for every person on the planet to have access to at least one of 100 Mil doses on INO4800 should it advance in FDA clinical trials and gain FDA approval.

We also see that Astrazeneca Oxford vaccine trial was halted to investigate a serious Adverse effect in a participant.  Was it really just one? I was not impressed with the reports on the Oxford vaccine.

Now we know that the mRNA based vaccines of Moderna and Pfizer require super-cooling freezers in transport and storage. mRNA vaccines have not been proven stable or durable after inoculation. Super cooling vaccines is just NOT practical if ones that do not require it are available.
 
So there are some apparent drawbacks in some of the Trump/ Fauci  operation warp speed team selections for funding.  Are they being dumb or conflicted with NIH patents on RNA? So far...

Now looking at Inovio's DNA based vaccine I have already posted here potential favorables. No super cooling required, long shelf life,
early Phase 1 and animal studies point to balanced antibodies, neutralizing and most importantly targeted fighter T cell immunity.

I have stated a key point that I believe the Trump OWS team and Fauci are missing when they selected mRNA vaccines for funding.

 Messenger RNA cells ARE CREATED by the DNA
 
 I suspect that Moderna and Pfizer are doing it backwards and that Inovio's DNA approach will prevail as the better approach.

 So with the fact that INO stock has been under recognized and abused by short sellers and all kinds of  "fool" pundits I have re established a position in some INO. One caveot - This is all my humble opinion .  I am back in "some INO shares" to see how it plays out going forward. I suspect things will improve for Inovio but only time and process will tell.

Please note !  how I use the word "some".  this is a speculative issue and I can generally say DO NOT put the farm on speculation.

In stocks and biotechs I apply cautious optimism when bullish because as I have learned "something always happens". INO is a trading stock to me but if I see affirmation I may "go long" on "some" as well.  The Inovio pipeline in DNA based Cancer treatments is  the Rest of the STORY as Paul Harvey  used to say.
 
So Spider J Jones signing off saying - watch INO.
 
and stay tuned for the Rest of the STORY.

__ 
ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
___