Can Inovio "CRACK THE CODE" ?

Market Talk
The world has been crippled
by Covid 19 pandemic for
months now. For this reason,
I am focused on a few
companies that may yet be
undervalued. At this time
there is both hype and what
appears to be sound science
to try to discern.

Stock Talk

Yesterday, President Trump
hinted that he thinks there
will be an unexpected 
big surprise coming on a
vaccine. Each individual
company responded to the
dynamics at play for each.

I still believe the known 
facts on Inovio
Pharmaceuticals (INO)
that resulted in 
neutralizing antibodies and
T- cells in another corona 
virus, mers, provides at
least "a dot" that may be
forming to show success of
INO 4800, their Covid 19
vaccine candidate. Also
"a dot" on animal studies in
guinea pigs and mice on INO
4800. Results of the Phase 1
trial will tell the rest of
the story, where dots
will either be confirmed
or not.

Today, the Stifel analyst,
gave opinion  that he
believed the INO price was
no longer palatable, as a
buy at the surged prices
into the 30's. But he left
the target price of $24 a
share as a hold.

I can partially see the
Stifel analyst's point until
"we know" what the Phase 1
results are. However, some
who believe they can see
the future dots forming
may disagree.

The market is a funny thing.
FOMO - Fear of Missing Out 

is a dynamic that is
sometimes hard to predict
and its often too late for
some who hesitate in "some".

Yesterday and today, a penny
stock, Vaxart Inc, surged
from single digits to more
than double and surged past the
10 range. I saw this
happening yesterday and
jumped in the $ 5's with
"a some" 200 shares as
a trade.
 
After a quick look to see
the story is about Vaxart
collaboration on an oral
based vaccine, I decided to
continue to think of it as
a quick trade and sold my
200 shares this morning in
the 11's. A quick double as
the Stifel opinion on
INO took some steam out of
shares, but since
recovering quite well.
yep, FOMO.

Regarding Oral based
vaccines, it once was
used for the ailment,
polio. However, a
quick google shows that
practice was scrapped in
the US and only injections
are used for Polio.

Without being an expert,
I am doubtful Covid 19
neutralizing antibodies
will be durable or garnered
from an Oral vaccine. 
I am doubtful that any Oral
vaccine candidate will be
made and tested in time.
why?
Two words: "stomach acid". 

With that view,I took the
quick trade gain on
Vaxart and hold Inovio. I am
holding INO and waiting on the
Phase 1 clinical results and
will watch "the dots" form
along the way.

One final point that is being
missed by fancy pants
analysts:  

What If INO 4800 succeeds?
Then Inovio proves they can
"crack the code"  and- quick!
 - on future Corona mutations,
pandemics and such deadly
pathogens that may suddenly
pop up and cripple the world
again!

Another Inovio "dot"? 
Oh my indeed.






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ALL in my humble opinion. 

This site does NOT make Buy / Sell recommendations.
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Are Future Dots Forming on Inovio Pharmaceuticals ?

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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TWO Vaccine stocks: MRNA and INO, and a Test Stock, CODX

Market Talk:

Today, the overall market jumped on the news that Moderna Inc, MRNA, Phase 1 results resulted in antibodies in test participants against  Covid 19 .  This is huge news because it is the first vaccine out of several companies that actually produced antibodies in humans equal to antibodies found in those surviving Corona virus. Meanwhile , The Fed is warning about risk of the stock market. Yes, its a risky business my friends!

The following talk is on a few stocks I find interesting . I find them interesting from both a scientific and stock potential view.    I won't even try to advise on stock direction as there are so many uncertainties and both Bull and Bear forces in the market and especially the biotech arena. I do kind of like the following Stocks in the present  moment.  However venture in or out or abstain at your own doing.  That all being said, all I am saying is that these are interesting STOCKS TO WATCH.

Stock Talk:

 Here are a few Corona based issues that bear watching :

MRNA :  Moderna, Inc:

It seems that both the near term and the long term outlook or this position is looking favorable.  The viewpoint that MRNA can quickly produce vaccines based on the genetic coding of a pathogen has positive implications to future performance.  The  RNA based vaccine is bringing hope that  vaccines can be created and tested more quickly to overcome deadly pathogens that have future pandemic implications. MRNA is now the leader in the space in my view. So far, MRNA is leading the entire world at the Corona vaccine arena. But more testing is required to determine safety according to FDA practices.  I expect Fast track status on MRNA.

 INO:   Inovio Pharmaceuticals, Inc

  INO also has both a corona vaccine and a promising pipeline of cancer therapy in development.  The vaccine is a DNA based approach in early human trials.  The INO vaccine, if successful, would not require super cooing for transport and shelf life.  INO has seen a good run up of the share level and is in the teens at the moment.  If the INO vaccine produces antibodies also, I would anticipate a huge run up in share price. Note the word "IF".

INO also has a promising drug to treat a deadly form of brain cancer, GBM. Further news on the progress is in the following link:

https://finance.yahoo.com/news/inovios-ino-5401-combination-pd-110000918.html

CODX : Co Diagnostics, Inc

This is a small cap company that has a reportedly highly effective Corona test using a saliva test.  The test kits are already selling and very economically priced. Possibly TOO cheap for the good of the company.  Short hedge funds bashed the quarterly call and I feel possibly manipulated the share price lower. It seems that they take advantage of the smaller share float and scare shareholders out driving the share price down to make huge dollars.  However, it seems that CODX may weather the short storm and progress based on new orders coming.  Key words "it seems".  However, that is my call today. CODX may be Ok if they can increase sales and gain traction. Scroll down and read my previous post on CODX if interested.

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

This site does NOT make Buy / Sell recommendations.
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Solving the Corona Crisis? Who is dropping the ball? TEST!

The COVID 19 virus has crippled world commerce. The rush for a vaccine by various companies is unprecedented.

However, the multi- phased safety and efficacy trials required take time.

Today I will highlight a Corona test that could well be part of the solution.

 The key tenants of Corona policy so far:

  Isolation of known carriers.

  Social separation with masks and gloves.

  Closure of business all around the world.

 Now if everyone who is a carrier of Corona knew that they were and self isolating at home or getting appropriate care, where would Corona virus find new hosts?

The entire problem has been that asymptomatic carriers of Corona walk around like "typhoid mary's"  of the past. infecting people as they go about their days. Healthy people spread the corona bug, period.

 A " simple solution"  ?

TEST EVERY PERSON ON THE PLANET.

  For those that test positive, send them to their rooms!

  For those that need care. get them in care.

But tests involve a nose swath that are extremely uncomfortable.  There is a company that manufactures oral based tests that are reported to be highly reliable and much simpler using saliva. That company I am watching is Co-diagnostics, CODX.

Upon announcing their last quarter results they underwhelmed the market but appear set up to prosper coming in test kit sales. The stock price fell back instead of continuing to surge.

I wonder why the President Trump / Mike Pence Corona team is not all over the Co-Diagnostics Test kits and making plans to get everyone tested quickly before the next outbreak increases with states starting to open up commerce.  I think they may be dropping the ball here.

I say this more strongly with the news that the very test kits (by Abbott) used at the White House  are under more scrutiny as producing false negatives

  I'm watching CODX.

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

This site does NOT make Buy / Sell recommendations.
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This Morning's market interpreted.

Market Talk:

The Crimean's voted for inclusion into the Russian fold. They apparently celebrated the vote in the streets, if you can believe it. This morning's market is responding in a relief rally, as shorts cover.

The market is saying that Crimea's secession from the Ukraine whether by hook or by crook was a foregone conclusion, once Russia started their takeover games. If a foregone conclusion from the start, then why all the games and maneuvering with this n that threat. It could be that defenders of democracy as in our US state department have to rattle sabers or sanctions to send the Russian's the message that there are repercussions in sieging upon other countries assets and land grabbing. The question is how far should we take it? At some point threats and objections become hollow whining. especially when many in the US are sick and tired of being the world's police outside our boundaries.

There are still troubling signs all around the world. For now, the market wants to put all that on ignore and is back in a relief rally mode. The shorts that thought they got the memo last week may have mistimed the whole thing yet again.

Oh well, those who live by the dark side of the shorting sword, die by the sword. Or run away to fight another day.

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

This site does NOT make Buy / Sell recommendations.
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Markets climb the wall of worry.

Market Talk:

The Russian / Ukrainian standoff seemed to ease yesterday as Putin made some conciliatory words about not expanding an offensive unless Russian interests are threatened by the new Government forming in the Ukraine. Well, how Russia perceives things going forward is open to question. He also raised concerns about economic sanctions by threatening to retaliate by doing things that would have a negative impact on the US dollar in world markets. All in all, the market took to the notion that the immediate threat of an all out Russian attack beyond the sea port Crimea is off the table. Who of us in the US even heard of far off places like Crimea before three weeks ago? The majority of us would likely say - where's that? But it is a peninsula that Russia apparently has strategic interests with a naval fleet there.

Part of the Ukraine seems to have Russian sentiments and part of the Ukraine wants to be part of Europe. Hmmmmm .... That's up to them to figure out. I also don't think NATO wants to get too involved at least yet. However President Obama has been doing a lot of jawboning to Putin about the Ukrainian right for self determination. We know Obama has the gift to gab but I'd have to say maybe it helped make Russia see that world repercussions in terms of sanctions could be very negative if they pursue aggressive tendencies towards the newly forming government.

That Russian propaganda machine is portraying the new Ukrainian government as fascists in their view is a troubling indicator and Putin reserves the right for future actions should they feel justified. That Putin has threatened retaliation to the US dollar is another concern.

In the meantime, the day to day market shrugged off the immediate threat just means that the Ukrainian situation will be put on the back burner in the market's view until it becomes a problem again.

In the meantime, the market looks at economic indicators for growth and corporate earnings and is back to watching fundamentals. With the market flirting at historical highs, the ongoing concerns affect the bull market in terms of corrections as each new high is reached. And thus we have see the dynamics behind the old adage that - "the market climbs a wall of worry".

When valuations are determined a bubble, the market will correct itself. In the meantime the players will play, the traders will trade and the games will go on. I'll stick to watching the fundamentals and avoid the hyped up BS that they dish out all day and night.


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

This site does NOT make Buy / Sell recommendations.
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Something always happens.

Market Talk:

The other day they polled the trader group on Cnbc about if the bull market will continue and should people be buying stocks. Not one of the traders expressed caution and all said heck yeah buy stocks.

A few days later after the Olympics, a Ukrainian revolt and Russian backlash aggression in the area and we have a shaky market. The same traders that said buy before now say they don't know if they should "be long". The Dow was off 250 at one point, closing down 155 to 16,166. Gold was higher by about 30 bucks to 1,350.

When everybody is bullish on a panel of traders, that's time to be circumspect in my view. The other day when the traders were pounding the buy tables, I was just thinking about the one saying that seems to happen over n over again in the market and stocks.

yup.... "something always happens".


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

This site does NOT make Buy / Sell recommendations.
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