Wednesday, September 9, 2020

Why I think the OWS team is failing to deliver the best Vaccine INO 4800 - Alert Trump

 

 Opinion
 
 
This is my opinion.
 
Recently Inovio put out a pr that stated that INO4800 produced immune responses against both original Covid 19 and the more recent mutation (D614G). I have not heard any of the selected vaccines reporting that. So this I say...
 
The Inovio CEO should be heading back to the White House tomorrow knocking on Trump's door to let him know how his Operation Warp speed (ows) advisors have failed to recognize that mRNA is created BY DNA  and INO4800 tests show it adapts DNA with the genetic code to recognize Covid 19 AND  the recent mutant and to then send the targeted mRNA with the exact instructions and antibodies and T Cells to defeat corona in the body.

I now believe Trump has been mislead by Fauci and the Ows team because they have a not invented here syndrome that is going to result in delivering non-durable unstable deep frozen CRAP (Moderna and Pfizer's) to the public.

"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
market will no doubt bounce around.  

http://ir.inovio.com/news-releases/news-releases-details/2020/INOVIOs-COVID-19-DNA-Vaccine-INO-4800-Provides-Protection-with-Memory-Immune-Responses-In-Non-Human-Primates-Challenged-with-SARS-CoV-2-Virus/default.aspx

Now we know that the mRNA based vaccines of Moderna and Pfizer require super-cooling freezers in transport and storage. Super cooling vaccines is just NOT practical if ones that do not require it are available.
 
 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.

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

This site does NOT make Buy / Sell recommendations.
___

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.
___

Tuesday, September 8, 2020

Watching out for the "Biden effect" meanwhile stock talk on 2 stocks: NKLA and INO

 

Joe Biden can walk and talk at same time, look out below for awhile?

 

Market Talk

I am re-posting my last theory because I want to coin a name for it:
 
 "The Biden effect"
 
It's a name for Joe Biden can speak and what it can do to the market.  He has been coming out of his basement and showing that he can walk and talk at the same time. For those that have hatred for President Trump this bolsters the democrats hope.  The bar has been set low for  Biden thus far and as Trump haters say well at least Biden can speak and think so he's better than Trump,  the market may start anticipating that Biden may actually win and democrats sieze power.
 
If the Democrats do win, look out below as far as the market. High taxes and state bailouts to pay for mismanagement and such high debt  items such as state pensioners that drive typical democrat states like NJ and New York and California  into unsustainable debt.
 
The market is not ready for socialism and the burdening costs and taxes that it will require.  The market will not want America to be like Venezuela.
 
With the above preamble it seems like the run the market has had may stall and even falter as uncertainty about the election plays out and political positioning stall cooperation.  The vision for the  future of America is in the balance on Nov 3.

With regard to the oveall market?   Look out below for awhile?
 
 
 Stock Talk
 
Nikola (NKLA):  News today of a Nikola deal with GM on an electric truck.

 
 Inovio (INO) :  Inovio may still be in the mix in the vaccine race even though they have not yet received funding. However, the news today with a new partner to help produce 100 million doses in 2021 may be another "dot" to connect for Inovio.
 

As of today,  Inovio is a highly shorted company due to delays and short sellers.  "if" Inovio delivers excellent Phase 1 results on their clinical Covid 19 vaccine and advances as planned, Inovio may yet be a contender.
__ 
ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
___

Friday, September 4, 2020

Joe Biden can walk and talk at same time, look out below for awhile?

 

Market Talk

Joe Biden can speak.  He has been coming out of his basement and showing that he can walk and talk at the same time.
For those that have hatred for President Trump this bolsters the democrats hope.  The bar has been set low for  Biden thus far and as Trump haters say well at least Biden can speak and think so he's better than Trump,  the market may start anticipating that Biden may actually win and democrats sieze power.
 
If the Democrats do win, look out below as far as the market. High taxes and state bailouts to pay for mismanagement and such high debt  items such as state pensioners that drive typical democrat states like NJ and New York and California  into unsustainable debt.
 
The market is not ready for socialism and the burdening costs and taxes that it will require.  The market will not want America to be like Venezuela.
 
With the above preamble it seems like the run the market has had may stall and even falter as uncertainty about the election plays out and political positioning stall cooperation.  The vision for the  future of America is in the balance on Nov 3.

With regard to the market?   Look out below for awhile?
 
 
 Stock Talk
 
Keeping  the powder dry.
__ 
ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
___

 

Thursday, September 3, 2020

Market Talk: " Keep some powder dry"

 

Market Talk

The last time I posted Market Talk I pointed out stocks markets are near all time highs. This point is back to me as we watch current events and the state of the world today.

Regarding the market, the one thing that has spurred the rally is that we did not go into a depression from the Corona pandemic. And what fueled that is unemployment and PPP relief.  However, now there is much division and politics stalling new rounds as the economy and jobs are stalled in the on going pandemic, layoffs and total unrest, protest and looting in many cities. 

The election nears and uncertainty prevails.  This prelude leaves me with a feeling that a stock market correction may be sooner than later.

 I do not make recommendations here.  I can only say what they say when it seems like it may be time to hunker down.  Keep some powder dry.
 
 
 Stock Talk
 
Keeping  the powder dry.
__ 
ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
___

 

Wednesday, September 2, 2020

Stock Talk: Trading vs Investing: "Go long" with Walmart and Apple?

 

Stock Talk

Trading Inovio:  After Inovio stock got whipsawed from the 20's into the teens, I changed my view from a long stock to a trading stock.  I  posted the new view last month and trimmed some shares with each whipsaw lower.  When the company failed to answer the short seller critiques red flags got raised.  Waiting on a "peer review" that kept being put off while other's in the vaccine race advance into Phase 3 trials has caused INO to be slammed into the $10 range today.  At some point, the market speaks loudly and perhaps that point is today. I am out of Inovio and let it go for now.

Walmart (WMT) The news of a $98 a year subscription and free delivery service to compete with Amazon.   It seems that Walmart has solidified it's position in this Corona world and may be stepping up to the challenges that Amazon presents.I started a small position in Walmart. One thing about Walmart is that there is a store within 10 miles of most everyone.  The grocery delivery aspect of the $98 subscription service could really take hold and grow Walmart into being a very real competitor with Amazon.  I think Amazon needs some competition by an entity that continues having a store front in America.

Perhaps a few some shares of Walmart and Apple will take hold and be the long shares for the future.
 
__ 
ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
___

 

Tuesday, September 1, 2020

Market and Stock views on Inovio, Gold, Apple and Walmart !

 
Market Talk

Today, the stock markets are near all time highs. There are lot's of reasons ranging from rational to irrationality.  I feel the need to point this out because the Presidential election is just 62 days away.  I will not go into a political discourse of my own views.  Except it is possible that a sea change is coming if the democrats take control.  And such change may well affect the stock market in a negative or corrective way.  This makes me somewhat tempered with regards to stocks at all time highs.  There is one thing I have learned about the market and stocks - something always happens.
 
With the above  prelude,  I will now venture some quick takes on a few stocks I am watching.
 
Stock Talk

Inovio:  I watch this stock, we all know that. Partly because I remain gobsmacked that the Operation Warp Speed (ows) team has not  yet embraced Inovio's INO4800 Covid 19 vaccine . I have posted here about what seem like some serious advantages INO4800 over some of the others that have been given priority and Billion dollar funding.

Yes, the DOD has selected Inovio's cellectra devices for administering vaccines and has arranged for their private vaccine manufacturer to work with Inovio.  But the $71 Million buy in for Cellectras pales in the face of billions to others. To the market, it all seems like secret deals with vague reference to Inovio.  Where as the other Pharma have pounded tables on attributes, gained funding and are already advancing in Phase 3 clinical trials. Meanwhile Inovio awaits on a "peer review" of Phase 1 preliminary results.  I have posted my view of how I believe INO4800 works in a safe and effective way from what I can glean from reports.

As the market  has slammed the stock from the 33 range back to the 11ish range as of this post, it sure has taken a beating. Will Inovio be over taken by events (obe) or will it rise from the ashes like  the Phoenix?  It all depends.  In the meantime, Inovio longs are suffering. Others are looking at it thinking of taking a position. At present, INO seems like a conundrum stock that may yet be a phoenix.  It may also be a waiting on Godot situation and could be obe.  "It all depends."  and  "something always happens". That's a way of saying "beats me".

Gold mining stocks
 
With the current events of the world,  I have been buying a few shares of Yamana Gold (AUY) in the 6 ish range. I should note that Gold and silver are already at traditional highs and these metals may be peaking.  However, gold and silver enthusiasts believe that paper money will lose to inflation.  As far as the US dollar goes, I am not completely convinced even with all the trillions spent to prevent a depression.  Why you may ask?  Well, what about the trillions spent on war in the middle east? The US dollar survived on the faith of the US government and the God we trust.

I was looking at Barrick Gold mining stock (GOLD) as I hear Warren Buffet recently took on a big stake.  However, as I am looking I see a news item that Barrick Gold is losing rights to mining a 600,000 ounce per year gold mine in Papua New Guinea.  I don't see how that can be a good thing for Barrick mining.  This points out a risk in gold mining stocks in general that mine is various parts of the world.  This is something to watch.
 
Two Recent Strong movers:

Apple (APPL)  Stock continues it's run after the split.  Many say after a stock splits it may correct for awhile after the buzz fades.  I bought a few shares of Apple before the 4 for 1 split. I emphasize just a few said the peasant.
 
Walmart (WMT)   Today's news of a $98 a year subscription and free delivery service to compete with Amazon.  WMT is surging ahead around  $147 a share today.  It seems that Walmart has solidified it's position in this Corona world and may be stepping up to the challenges that Amazon presents.
 
__ 
ALL in my humble opinion, scroll down and read more.. 

This site does NOT make Buy / Sell recommendations.
___