Wednesday, August 12, 2020

When "gone long" hurts the balance too much ...

 

Stock Talk
  

It 's no secret here.  I've been watching Inovio. It seemed like a technically correct company trying to deploy their advanced DNA vaccine to the forefront of helping solve the Covid 19 pandemic.  Yet, Inovio got stalled in due FDA process that is typical for proving a vaccine. Meanwhile, they rushed through vaccines like Moderna's with less scrutiny.  There is some news that Moderna shares the patent with NIH. Do you think there may be a little bias there?  No matter that Moderna's vaccine requires super cooling for storage and transport.

 But it hurts to feel technically correct but wrong about the market perception. whipsaws over n over again on a position are hard to withstand.

I posted yesterday I surrender on thinking "long" in a market that sells with the click of a button on  perceived near term uncertainty.

As Inovio continues the sell off today, I am sidelined . I had "gone long" too soon and had "too much" on it.  I got frustrated as the stock tanked over 4 pts and said forget it.  I recall how DNDN traded from the 30's and 40's back to single digits.

However, I still can't help but think Inovio is a stock to watch and is a "mudder" in horse racing terms.  This is a fairly balanced article on why Inovio is still selling off today.

https://www.fool.com/investing/2020/08/12/why-inovio-stock-is-sinking-again-today/

Now that it's dumped, maybe I'll buy back a 100 shares of Inovio just to "go long" or trade with and see how this INO mudder runs when the rain comes. 

https://twitter.com/i/status/1293631545832615937


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

Tuesday, August 11, 2020

They got to me on Inovio, I surrender.

 


Stock Talk

It hurts to feel technically correct but wrong about the market perception. whipsaws over n over again are hard to withstand.

I'm just a little fish in a world that goes round n round.

I surrender for now on Inovio. live to maybe 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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Monday, August 10, 2020

Nikola wins a big garbage truck contract for electric vehicles .. and other

 

Stock Talk

Nikola (NKLA) landed a big contract with  Republic services for garbage trucks to be tested in the 2022.

 https://finance.yahoo.com/m/2b5ba0ab-4b47-3aeb-889e-00c593058c16/nikola-s-stock-jumps-after.html

Inovio reports their quarterly report after the market close.  Right now the market is reacting negatively.  It seems that the Covid 19 vaccine INO 4800  is viewed as laggard compared to some of the others. The reason is because INO4800 is a DNA based vaccine and the FDA will want them to cross all the t's and dot the i's .  This is why Inovio is going through such a painful process compared to the others.  

However, if the vaccine race is a horse race I would think of Inovio as "a mudder".  This is a horse that runs very stable on a rainy muddy track and will run past the others slipping and sliding away where it may lag the others on a sunny fine day. The  vaccines have yet to pass the FDA process and adverse affects in the safety profile are closely monitored as well as efficacy. So far, reports are  that the safety profile of INO4800 is quite good in Phase 1. There have been anecdotal reports of a few Phase 1 people being exposed to Covid 19 and not catching it.

Inovio has a pipeline of cancer treatments that use their DNA process.  The data seems to show that the Inovio process works to change the body to create fighter T cells to the genetic profile of the particular target.  INO longs can look to results coming on GBM brain cancer and cervix cancer coming later this year.  Also, there is possibility of further INO4800 funding yet from DoD and other various organizations.

 I am thinking "long" on Inovio at the moment.  However it's a tough one to hold long these days.  It's one of those stocks where you may "feel technically correct"  but the market takes it the other way in the near term.   Well, the Inovio conference call is later today. We will see said the blind man.   I am long on some Inovio stock but it kind of hurts to watch it right now. Perhaps the CEO will have answers to ease investor's concerns about INO4800 seeming to lag the other vaccines that got funded by the OWS team. 

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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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Friday, August 7, 2020

Jones Report -- A Six Point Plan To Help Resolve the Covid 19 Pandemic Crisis (Safely and Effectively)

 SPECIAL JONES REPORT

 This report highlights the basic steps to resolve the Covid -19 Pandemic crisis. I have examined the progress thus far in addressing the pandemic.  For the point of expediency, I will cover each topic as succinctly as I can.  The reader is encouraged to do their  own research to study the facts as I present them. The ultimate answer to Covid 19 and the recent mutant is a viable vaccine.

There are several vaccine candidates in clinical trials being fostered by the Trump Operation Warp Speed (OWS)  team.  Each has some attributes the merit further research. Also, not widely publicized are FDA hurdles in current candidates in the safety profile that must be passed.  Some experts are doubtful that Moderna and Pfizer versions will pass the Adverse effects  phase.  However, there is one vaccine made by Inovio Pharmaceuticals that has already had success against a similar Corona virus called MERS with INO4700. It did not make it to market because the economic advantage was not there after MERS faded. However Covid 19 is not fading. INO4800 has a very similar profile and is expected by Inovio to be equally safe and effective.  Indeed, the DoD through the Pentagon has already purchased $71 Million worth of  " Cellectra" devices used in the " electroportation" to easily administer the INO4800 vaccine to the US Military. Further, the DoD has arranged for a private  Plasmid company, Ology, to work with Inovio to produce INO4800 for clinical trials.  Inovio is currently in a Phase 1 trial and recently expanded it to include senior citizens, the highest "at risk" population.

The study of this report has forced me to come to one conclusion. In order to address the global Covid 19 pandemic, immediate steps are required to  advance Inovio's INO4800 vaccine beyond the initial steps taken by the Pentagon for just the US Military.  These steps are as follows:

 1. Immediate funding by OWS to Inovio Pharmaceuticals to lead the imminent next phase 2/3 clinical trials to advance INO4800 in America and the rest of the world.

 2. Inovio and DNA Plasmid manufacture, VGXI, to settle disputes by the following proposal arrangement.  VGXI is on track to expand their US facilities to mass produce DNA plasmids such as INO4800. Their web site expresses a willingness to continue to work with Inovio.  Part of the law suit involves the Inovio DoD contract with Ology.  This proposal is to have parties agree to the following  and drop all court cases:

3. Inovio/ Ology -  Provides INO 4800 to the Pentagon and US military as the current contract states. Inovio provides Cellectras as purchased via the DoD.

4.  Inovio/ VGXI - Provides INO4800 to the general US population as needed. It would be imperative that VGXI expand their planned facilities faster that currently planned. It is noted that VGXI is a subsidiary of the parent company, Geneone Life science Company in South Korea.

5.  Inovio/ Geneone Life science  - Provides INO 4800 for Asia. all of  Asia that wants it.

6. Inovio/ Richter Helm -  Provides INO 4800 for all of Europe that requests it.

This plan assumes that all parties above will agree and work as ONE cohesive unit led by Inovio Pharmaceuticals. Where there are shortfalls in one plan, the others will help. 

 Conclusion:

Covid 19 and the more recent mutant version is not waiting.  Time is of the essence. I urge responsible parties above to consider such a plan, modify as needed and start executing soon. This is an example of a plan and can be modified and expanded as needed to meet the global demand for a safe and effective vaccine that strong evidence is pointing to Inovio's INO4800.

 Recent Results from Inovio (INO):


- INO-4800 showed durable antibody and T cell responses in rhesus macaques for 4 months
- INO-4800 is the only vaccine to demonstrate long-term protection in non-human primates challenged with SARS-CoV-2 virus 13 weeks from vaccination
- Memory T and B cell responses resulted in reduced viral loads and faster viral clearance in macaques' lungs and nasal passages
- INO-4800 vaccination generated antibodies neutralizing both the earlier strain of virus as well as the mutant variant (D614G) that has emerged with greater infectivity, and now accounts for >80% of newly circulating virus
- No antibody-dependent enhanced disease events were reported


Commentary:


Will the world get the flick in time?

 

 

 

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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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Monday, August 3, 2020

Inovio's Covid 19 Vaccine Demonstrates long-term protection in both the earlier strain AND the NEW more dangerous mutant !


Stock Talk

News from Inovio (INO):

- INO-4800 showed durable antibody and T cell responses in rhesus macaques for 4 months
- INO-4800 is the only vaccine to demonstrate long-term protection in non-human primates challenged with SARS-CoV-2 virus 13 weeks from vaccination
- Memory T and B cell responses resulted in reduced viral loads and faster viral clearance in macaques' lungs and nasal passages
- INO-4800 vaccination generated antibodies neutralizing both the earlier strain of virus as well as the mutant variant (D614G) that has emerged with greater infectivity, and now accounts for >80% of newly circulating virus
- No antibody-dependent enhanced disease events were reported

_
Commentary:


Sure seems like the dots
are connecting to success of
INO-4800 against Covid 19.


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

This site does NOT make Buy / Sell recommendations.
___

Sunday, July 26, 2020

On being Possibly Technically Correct BUT Wrong from a market sense view...



Stock Talk




The other day I opined in
a post about trying to
swing trade or staying long.

Sometimes when things don't
feel right with a stock,
it pays to be nimble. Other
times, it can backfire.

Today, we see Moderna being
awarded another nearly half
billion dollars by Barda on
so called positive Phase 1
results.

I am not a believer in
Moderna's messenger rna
vaccine as there are
Adverse effects, the need
for super cold storage, and
the way they make the
constructs.

I do suspect and believe
that Inovio's DNA vaccine
candidate INO4800 will be
proven superior.

However, this is a situation
where being possibly
technically correct may hurt
financially if in too much
INO, in the near term with
continued silence.

The PR silence of Inovio
while they apparently await
"peer review" results is NOT
playing well in the recent
market.

I have said "some" in INO
may pay off long term. BUT
in the near term, with
continued PR silence
by Inovio?

I think I have portrayed
my concern here on INO.

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

This site does NOT make
Buy / Sell recommendations.
___

Saturday, July 25, 2020

The best kept " Secret" of the Corona vaccine race? Inovio Pharmaceuticals (INO)



Stock Talk




I awoke this morning with a
notion that the proverbial
market may be missing
something in the science of
immunology. From a market
sense, also missing the
implications of this
"secret".

Why can some people be
exposed to a potentially
deadly pathogen and hardly
get a sniffle? But, they
can transport the virus
and be carriers like
the typhoid Mary's of the
past. While others that
are infected land up in a
hospital bed on a
respirator, if they are
lucky? Why are some prone
to cancer and other's
not? How can some people
smoke all day and night
of toxic laden cigarettes
and not come down with lung
cancer whereas some
that don't even smoke do?
(I don't recommend chancing
that!)

One answer is GENETICS!

It's in the DNA.

Getting back to "the market",
I suspect that what seems to
be "a secret" is starting to
catch on. The secret science
is nearing a peer review of
the Phase 1 clinical
trial against Covid 19.

In the meantime, the
Pentagon has quietly locked
up the ordering of $71
Million worth of devices
to deliver DNA based
vaccine doses developed by
Inovio Pharmaceuticals (INO).
To Who? The one's that
protect America - The US
military.

For more info on this , see
my post on the "secret"
below.

Watching INO

http://stockstowatch.blogspot.com/2020/07/is-market-epiphany-coming-on-inovio-and.html

PS: I emailed Mr. Jim Cramer
and tried to inform him. I
will go on record that he
may be misinformed at this
current time. I know I'm
just a nobody in a somebody
world and doubtful he will
even see my note.

But! Louis Navalier is a
somebody and last I heard,
INO has his strong
endorsement. That's a huge
following watching INO.
__
ALL in my humble opinion,
scroll down and read more..

This site does NOT make
Buy / Sell recommendations.
___