Inovio Pharmaceuticals Inc.

Inovio Pharmaceuticals Inc. is revolutionizing vaccines to prevent and treat today's cancers and challenging infectious diseases. Its SynCon vaccines, delivered using the company's proprietary electroporation technology, are generating best-in-class immune responses, with therapeutic T cells exceeding other technologies. Inovio's lead vaccine, a therapeutic against HPV-caused precancers and cancers, is in phase 2. Other phase 1 and preclinical programs target prostate, breast and lung cancers as well as HIV, influenza, malaria and hepatitis. Roche and Inovio have an exclusive worldwide partnership to develop and commercialize Inovio's DNA immunotherapies for prostate cancer and hepatitis B.

Expert Comments:

"We remodeled VGX-3100, Inovio's DNA immunotherapy for HPV-driven cancers and pre-cancers (cervical dysplasia), which includes INO-3112. INO-3112, a combination of VGX-3100 and DNA-based IL-12 is now partnered to MedImmune. Our model reflects all the milestones, the payments associated with those milestones, and the royalty structure that could be achieved in the market for human papillomavirus (HPV)-driven head-and-neck cancers. We have seen such compelling data from VGX-3100 in cervical dysplasia caused by HPV that we felt comfortable reducing the discount rate used to model free cash flow. We have seen robust immune responses that include histological regression of cervical intraepithelial neoplasia (CIN)-2/3 back to CIN-1 or better—essentially healthy cells with no dysplasia. That also made us comfortable walking down the discount rate. These factors could potentially drive the stock price higher. . .we believe that Inovio is going to start its Phase 3 trial with VGX-3100 in cervical dysplasia. INO-3112 will also get going. In addition, we expect data from the company's Ebola consortium and the Phase 1 trial in healthy volunteers, as well as data on other pipeline projects. . ." read more >

Yi Chen, H.C. Wainwright & Co. (9/22/15)
"Inovio Pharmaceuticals Inc. recently announced the publication of Phase 2b trial results of VGX-3100 in treating women with high grade cervical neoplasia against the human papillomavirus (HPV) 16 and 18 in a peer-reviewed article in The Lancet. Inovio's VGX-3100 is the first therapy to demonstrate that activated killer T cells induced in the body have the power to clear neoplastic lesions as well as the virus. It could present a safe and non-surgical therapeutic option for CIN2/3."

Jason Kolbert, Maxim Group (9/21/15)
"DARPA exercised its option to provide an additional $24M (of the $45M total award value) to the Invoio Pharmaceuticals Inc.-led international consortium to develop novel therapeutics for Ebola. . .bottom line. Inovio continues to bring in additional nondilutive funding, which offsets operating expenses. While the company is developing multiple DNA-based vaccines for infectious diseases and oncology, it is also developing a portfolio of dMAbs against infectious diseases including ebola, dengue, influenza and drug-resistant bacteria."

Charles Duncan, Piper Jaffray & Co. (9/21/15)
"DARPA has opted to provide $24M in additional ongoing reimbursement as part of its three-year, $45M Ebola grant announced in April. The $24M was contingent on progress in Invoio Pharmaceuticals Inc.'s Ebola program, which includes a therapeutic DNA mAb and DNA-based vaccine (INO-4212). Inovio has completed enrollment of the Phase 1 INO-4212 trial in 75 healthy volunteers, with interim safety and immunogenicity expected in Q4/15, and has completed monkey studies demonstrating full protection from Ebola challenge. We believe the option exercise provides validation for this early program and key funding, and we note positive progress on DNA mAb technology in Ebola may facilitate progress on a broader set of indications. . .we reiterate our Overweight rating and $31/share target."

Jason McCarthy, Maxim Group (9/9/15)
"The first subject has been dosed with Inovio Pharmaceuticals Inc.'s universal HIV vaccine Pennvax-GP (in combination with DNA-based interleukin-12) as part of the Phase 1 study in collaboration with the HIV Vaccine Trials Network. . .in addition, we are publishing our new model, which reflects the upfront payment, milestones and royalty structure of the recently announced partnership with MedImmune for INO-3112. . .our price target increases to $23, from $20."

Bret Jensen, Seeking Alpha (8/12/15)
"Inovio Pharmaceuticals Inc. recently just signed a major collaboration deal with pharma giant AstraZeneca through its subsidiary MedImmune. The deal provides Inovio with just under a $30M upfront payment and milestone payouts that could provide an additional $700M, which is greater than its current market capitalization."

More Expert Comments

Experts Following This Company

Yi Chen, Managing Director of Equity Research – H.C. Wainwright & Co.
Charles Duncan, Managing Director, Senior Biotechnology Analyst – Piper Jaffray & Co.
Christopher James, Managing Director, Senior Equity Research Analyst – Brinson Patrick Securities Corporation
Jason Kolbert, Senior Analyst – Maxim Group
Kevin McCarthy, Co-Managing Partner – Kayne Anderson MLP Investment Co.
Jason McCarthy, Analyst – Maxim Group
Jason Russ, Author Seeking Alpha
Ram Selvaraju, Managing Director; Head of Healthcare Equity Research – Rodman & Renshaw
Ross Silver, Co-Founder and Principal Analyst – Vista Partners
Jill Wahleithner, Fund Manager – Wasatch Funds
George Zavoico, Senior Equity Analyst – JonesTrading International Services LLC

The information provided above is from analysts, newsletters and other contributors. Please contact the company and visit its website before making an investment decision.
Inovio Pharmaceuticals Inc. Content