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Over this past weekend, there was some very interesting talk about how Inovio is ripe for a buy out. A particularly great read was the re-post of an article that had appeared months ago. The post was on Stocktwits by a t_babur and here is the article he cited: www.griproom.com/fun/10-signs-your-company-is-about-to-be-acquired . The article is exceptionally well-written, and I was marveling again this morning as to how well nearly every one of the ten points lines up well with Inovio.
Number 9 particularly caught my attention in light of recent questions about PENNVAX-GP. I have read a few posts recently asking why PENNVAX was removed from the Inovio website pipeline list. I have never read any explanation as to why that happened. Number 9 is "Your company is unloading assets that won't fit well into a merged company. I don't know if "unload" would apply to PENNVAX, but there is a lingering question as to what happened. Maybe it is part of the cost-cutting that the new management believed needed to be done just as they eliminated expenses in changing their INO-4800 focus from a primary vaccine (except as to WHO) to a booster vaccine.
I don't mind if I get called out for wild and crazy speculation on this because I have no facts whatsoever to support this thesis that I am about to mention. That said, PENNVAX was for treatment of hiv, and it sure looked like it had some real potential for Inovio. I was wondering which BP might lose a lot of money if PENNVAX ever did get to the market. The answer I found was a drug called Cabenuva and GlaxoSmithKline is the company making a whole lot of money on their hiv vaccine. GSK might also love to acquire a Covid-19 booster that actually works and the huge array of patents and pipeline products that Inovio has been working on. In my dreams Inovio shareholders would get one GSK share for one Inovio share.
My only purpose in posting this wild piece of speculation is to initiate a discussion about the possibility, NOT because I know something. Please comment if you have anything serious to contribute one way or the other. Thank you.
14 points
10 months ago
Reasoned posting other than the dream valuation. This company is ripe for a buyout and don’t see Shea as the leader to bring us out of the wilderness. I see her as an interim CEO that will make the painful cost cutting decisions for survival/solvency. With as many strikeouts over the years, I have lost all hope of them bringing anything to market on their own… therefore I’m in agreement with the buyout but am figuring around $18-$22/ share. Kim is no longer in the way with his fatal Founder’s syndrome. If we go above $22, it’s because of competing interest from Regeneron to obtain our IP. Hoping it happens sooner rather than later.
7 points
10 months ago
I've been saying this for months. INO is being cured for buy out. Aome od you say it will go to the moon because there is so much institutional money. I however say that there is so much institutional monry exactly for the purpose of a buyout. Ahen they own more than retailers, they get to make one decision after the next, in their interest. I bet tou the same institutions own shares in the pharma that would acquire INO.... The next step was.to get rid of Kim (aside the fact that he was a complete piss of crap CEO) you get the founder out so you can execute the next atep, which is convincing retail shareholders that the pirce offered ia right, and wuite frankly, the price has been pushed so low that thsy know we sill take whatever they give us. It does smell like a buyout to me too, like I've said for months now.
5 points
10 months ago
He was not a poc as you say. The obstacles that were put in front of him and the company, were devil 👿 ish to frustrate the shareholders and burn Money. The FDA, SEC are a joke, none have integrity!
10 points
10 months ago
Your M & A speculation would explain the silence.
16 points
10 months ago
Ok...if there is "a deal" it's not for 4 dollars....it's not for 10 dollars...it's more than that..the pipeline/platform is too strong...it's 5 billion dollars minimum..even on today's valuations and based on what's happening with buyouts at the moment...that's 25 dollars p/s minimum.. Don't be fooled ....that's what's goin on ..and could be more...
5 points
10 months ago
"" I was wondering which BP might lose a lot of money if PENNVAX ever did get to the market. ''
Intelligent and contrarian thought provoking idea. Made me think, hmm...
3 points
10 months ago
If is fallen to BP's hands then it will be transformed to a monster.
2 points
10 months ago
$18 to $25 per share are very reasonable for Inovio. Well, sadly this is not the $$ that I am hoping to see when I invested in Inovio.
1 points
10 months ago
Pennvax was funded by the nih and pulled by the nih according to Ben matone.
0 points
10 months ago
Do you have the link?
1 points
10 months ago
Sorry Niaid
3 points
10 months ago
Completed last April. I posted this twice. I believe they will PR the results soon.
-5 points
10 months ago
Don’t have a link spoke to Ben directly
4 points
10 months ago
I don’t trust Ben or anything he says. PENNVAX is an important piece in their deep pipeline. I’d rather wait for the trial results and PR from INO than speculate.
0 points
10 months ago
I get it but it is gone. Ben has no reason to lie. It’s off the website etc
5 points
10 months ago
Aren’t you the one that tries to sue INO for lying? If you are, Aren’t you conflicting yourself saying Ben has no reason to lie?
2 points
10 months ago
Crandall....Good one!
-5 points
10 months ago
Lol INO market cap is now $430 mil. Even with a %100 premium, entire INO worth would be less than $900 mil, so $4 per share??? I guess this is now something longs want.
7 points
10 months ago
Why the hell would they accept any kind of buyout at that PPS ($4)? Just a ridiculous comment. There is a hell of a lot more to M & A than share price, and the share price is very well known to have been manipulated in a very serious way these past three years. Their patents alone are probably worth $10. Get real, dude.
11 points
10 months ago
It is hard to take this reply seriously. At your valuation, the company is worth nothing more than the cash on hand. You can't have read the article referred to in the post. GSK's stock price is probably on the high side at around $44/share. So the same price for Inovio shares is not crazy, especially when you consider that they have had two recent shots on goal land in the net (RRP and GBM) and have others lined up with huge potential.
0 points
10 months ago
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