r/Inovio

PGEN treatment is priced at four vials at $115,000 each.

Last I heard, at two different earnings calls, INO had reached a consensus with providers of a fair price of $360,000 for one year of treatment. It did not include additional vaccinations if memory serves me correct. Now market research and analyst estimates (such as those from Citizens JMP) project a list price of $200,000 to $500,000 for the Inovio treatment course, which typically consists of multiple doses. Sure does making share price projections complicated. I guess we will have to set up a spread sheet formula and play what if?

Additionally, estimates of cases in the US are all over the place and seem to indicate they really do not have a handle on it. I have been seeing estimates as high as 20,000-27,000 when 14,000 (c.1995 study) was commonly quoted not long ago.

So multiply patients treated x 3107 price and then divide by 109 shares outstanding (includes current non diluted) and that will give you revenue for 3107. Bearing in mind their loss last year was $87M.

Lets play:

Consider eventually treating 20% of 20,000 patients in the US in one year.

4,000 patients @ $360,000

Revenue: $1.4B

Expenses: (2025) $87M/yr

Profit: $1,353,000,000 (does not include the cost of sales and manufacturing)

EPS: $12.41

Initally, the number of patients treated will be around 1000 for the first year according to statements made at earnings reports made last year. One can wonder if that will change. Precigen enrolled 200 between Nov. and Jan.

INO 3701 will make this company profitable if the no unforseen FDA issues arise and the release is managed properly. Therein lies the rub... potentially.

"The Ebola outbreak spreading across Democratic Republic of Congo and into neighboring Uganda is fast becoming an early test of what a retreat in Western health funding might mean for global pandemic preparedness.

For years, the US financed networks of laboratories, epidemiologists and emergency-response programs through agencies including USAID and the Centers for Disease Control and Prevention.

Those systems were designed not only to combat diseases such as HIV and malaria, but to identify dangerous pathogens before they spiraled into regional crises.

In eastern Congo, where conflict, displacement and weak infrastructure already complicate healthcare delivery, those surveillance networks formed part of the thin line separating isolated outbreaks from uncontrolled spread.

Now that infrastructure is weakening.

The Trump administration’s withdrawal of health funding that once helped support outbreak detection across parts of Africa represents the kind of cuts that contribute to the erosion of disease-surveillance systems.

Health officials say the Bundibugyo strain of Ebola may have circulated undetected for six to eight weeks in northeastern Congo before lab testing confirmed the virus.

By the time Ebola was identified, suspected cases and unexplained deaths had already spread across multiple health zones near the Ugandan border.

The delayed detection is especially concerning because the Bundibugyo ebolavirus remains poorly understood compared with the Zaire strain responsible for the devastating West African epidemic a decade ago.

There are no approved vaccines or antibody therapies specifically targeting it, raising fears the silent transmission allowed infections to spread before surveillance systems recognized the threat.

Such systems built with international aid often serve multiple purposes: tracking outbreaks, transporting laboratory samples and monitoring unexplained illnesses in remote regions. When funding disappears, those networks weaken quickly.

The spread may now illustrate what happens when fragile surveillance systems face simultaneous pressure from conflict, donor fatigue and shrinking international aid from governments focused elsewhere. — Janice Kew

Dr. Bao Hai is an experienced researcher- if she has the contacts that can take us in a new direction, why say no?

INFERNO TIME

Multi-year biotech cycle. Check

Weird world outbreak. Check

Relevant vaccine history. Check

High short interest. Check

Upcoming FDA approval. Check

Launch of DNA medicine. Check

It is impossible to overstate how much these Short Troll Cretins are going to burn. 

The wait has been worth it.

Match lit. Incineration commencing.

imho

xx