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@CayuelasP

Katılım Haziran 2023
196 Takip Edilen32 Takipçiler
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.@CayuelasP·
@SarahPerezSanta Cantan, fuera fascistas de nuestras calles... Mientras tanto los que construyen, idean y organizan esas calles son personas de derechas. La izquierda #panyaguada
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Sarah Santaolalla. ♀
Sarah Santaolalla. ♀@SarahPerezSanta·
Ayer unos fascistas intentaron reventar el acto y violentarme. No lo consiguieron. Esos mismos ultras abandonaron el acto con el acosador Vito Quiles y varios matones. Habiendo 3 hombres en el escenario, atacaron a la única mujer. Matones, pero cobardes. Seguimos.
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Pedro Sánchez
Pedro Sánchez@sanchezcastejon·
Toda la colaboración con la justicia. Todo el respeto a la presunción de inocencia. Y todo mi apoyo al presidente Zapatero.
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.@CayuelasP·
@eldiarioes @Mikelgro Ni un duro, privaticemos la enseñanza ya. Está gente gana 5000€ más al año que sueldo medio en España y trabajan 200 horas menos. El funcionariado es una lacra.
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.@CayuelasP·
@RamonEspinar No amigo, también están investigando al 1. Al capo!
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Ramón Espinar 🇵🇸
Ramón Espinar 🇵🇸@RamonEspinar·
Dicho esto, M punto Rajoy no fue imputado. José María Aznar y Felipe González son multimillonarios con patrimonios difícilmente explicables con sus sueldos de expresidentes. Y el que investigan es ZP. Solo a él.
Ramón Espinar 🇵🇸@RamonEspinar

El auto del juez es duro y no pinta bien la situación de Zapatero. Presunción de inocencia para él y los mejores deseos, por supuesto, pero el informe de UDEF, la acusación de Fiscalía Anticorrupción y la actuación judicial no parecen lawfare ni bulos. Hay que tomarlo en serio.

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Miriam Morell
Miriam Morell@MiriamMorell·
David Soria en las declaraciones post partido del #ElcheGetafe diciendo que el Elche ha sabido perder tiempo y dar pelotazos, que a ver si está contento su entrenador, y que a ellos con el escudo que llevan no les perdonan ni una. Qué poca vergüenza, menos mal que hemos ganado 😂
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Rubén
Rubén@RubenNaharro·
@MiriamMorell Entonces no entiendo nada porque dices que poca vergüenza?
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.@CayuelasP·
@Niikoolaas6 El Elche no es histórico y hasta Antonio en cuéntame le marca victoria en la casilla de la quiniela. ¡No me jodas, Merche!
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.@CayuelasP·
@sanchezcastejon Alemania trabaja y ahorra y España con las ayudas "europeas next generation" paga las facturas. HIPOTECADOS
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Pedro Sánchez
Pedro Sánchez@sanchezcastejon·
La OCDE acaba de publicar sus datos. Desde el fin de la pandemia, la renta real disponible de los hogares españoles ha crecido un 8,3%. Más del doble que en Francia. El triple que en Italia. Diez veces más que en Alemania. Solo en el último año, la renta real creció en nuestro país casi el doble que la del promedio de la OCDE. No partimos desde el mismo punto. Aún queda muchísimo por hacer. Pero la dirección que llevamos es la correcta. SEGUIMOS 💪🏻
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.@CayuelasP·
@Finsee_main Clearly, if this gets approved, $INO will trade around $10 per share without a doubt.
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Finsee
Finsee@Finsee_main·
$INO Q1 2026 earnings: Survival Mode: Cash Runway Extended as FDA Showdown Looms Inovio is entirely dependent on the October 30, 2026 PDUFA date for its lead asset, INO-3107. However, a major dark cloud hangs over the company: the FDA is actively questioning the drug's eligibility for accelerated approval. To survive until the decision, management has tightly controlled costs, though operating expenses reversed their year-long decline and ticked up to $21.9M in Q1. A $16M equity raise in April successfully extended the cash runway into Q1 2027, but this leaves virtually zero buffer for a commercial launch or any regulatory delays. Full article with charts - link in bio 🐂 𝐁𝐮𝐥𝐥 𝐂𝐚𝐬𝐞 • 𝐏𝐃𝐔𝐅𝐀 𝐃𝐚𝐭𝐞 𝐄𝐬𝐭𝐚𝐛𝐥𝐢𝐬𝐡𝐞𝐝 — The FDA accepted the BLA for INO-3107 and set a target action date of October 30, 2026. This gives the company a clear timeline to potential commercialization. • 𝐑𝐮𝐧𝐰𝐚𝐲 𝐒𝐞𝐜𝐮𝐫𝐞𝐝 𝐭𝐨 𝐓𝐚𝐫𝐠𝐞𝐭 𝐃𝐚𝐭𝐞 — An April 2026 capital raise of $16M extended the cash runway into Q1 2027, allowing the company to reach the PDUFA date without immediate panic financing. 🐻 𝐁𝐞𝐚𝐫 𝐂𝐚𝐬𝐞 • 𝐒𝐞𝐯𝐞𝐫𝐞 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐉𝐞𝐨𝐩𝐚𝐫𝐝𝐲 — The FDA's preliminary conclusion questioning INO-3107's eligibility for accelerated approval could completely derail the timeline. If the FDA demands standard review or a confirmatory trial first, Inovio does not have the cash to survive. • 𝐙𝐞𝐫𝐨 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 𝐁𝐮𝐟𝐟𝐞𝐫 — With cash only lasting into Q1 2027, an approval must be followed almost immediately by a capital raise to fund the launch, putting the company in a weak negotiating position. ⚖️ 𝐕𝐞𝐫𝐝𝐢𝐜𝐭: 🔴 Bearish. While the company successfully kicked the financial can down the road to Q1 2027, the FDA's hesitation on accelerated approval represents an existential threat. The risk/reward profile is entirely binary and highly fragile. 𝐊𝐞𝐲 𝐓𝐡𝐞𝐦𝐞𝐬 🔴🔴 𝐅𝐃𝐀 𝐏𝐮𝐬𝐡𝐛𝐚𝐜𝐤 𝐨𝐧 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐝 𝐀𝐩𝐩𝐫𝐨𝐯𝐚𝐥 The single greatest risk to Inovio is the FDA's preliminary stance questioning INO-3107's eligibility for accelerated approval. Because a competitor (PAPZIMEOS) recently received full approval, Inovio must prove 'meaningful therapeutic benefit' over existing treatments. A pending informal meeting with the FDA will dictate whether the October 2026 PDUFA date holds or if the company faces a devastating delay. 🔴 𝐏𝐫𝐞𝐜𝐚𝐫𝐢𝐨𝐮𝐬 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐮𝐧𝐰𝐚𝐲 𝐃𝐞𝐬𝐩𝐢𝐭𝐞 𝐑𝐚𝐢𝐬𝐞 [NEW] The company ended Q1 with $37.7M in cash and raised an additional $16M in April. While this successfully extends the runway into Q1 2027, the margin for error is non-existent. Any regulatory delay or unforeseen commercialization cost will force the company back to the equity markets from a position of severe weakness. ⚪ 𝐂𝐨𝐬𝐭 𝐑𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧𝐬 𝐑𝐞𝐯𝐞𝐫𝐬𝐢𝐧𝐠 𝐚𝐬 𝐋𝐚𝐮𝐧𝐜𝐡 𝐍𝐞𝐚𝐫𝐬 [NEW] Management spent FY25 aggressively cutting costs to survive, driving Operating Expenses down sequentially every quarter from $25.1M in 25Q1 to $17.5M in 25Q4. However, this trend is now Reversing. OpEx jumped back up to $21.9M in 26Q1 due to commercial readiness activities and engineering services. The company expects burn to moderate to $18M in Q2. 🟢 𝐀𝐠𝐠𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭𝐢𝐚𝐭𝐢𝐨𝐧 𝐯𝐬. 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫 To secure market share and convince the FDA, management is aggressively contrasting INO-3107 with the competitor, PAPZIMEOS. Inovio highlights that its treatment does not require surgeries to maintain 'minimal residual disease' during the dosing window—a burdensome procedure required for 72% of complete responders in the competitor's trial. This patient-centric regimen is their primary commercial driver. 🟢 𝐂𝐚𝐩𝐢𝐭𝐚𝐥-𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐏𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 [NEW] While INO-3107 consumes almost all internal resources, the company is using partnerships to advance its broader pipeline. In March 2026, Inovio announced a clinical trial collaboration with Akeso Inc. to evaluate INO-5412 in a Phase 2 glioblastoma trial sponsored by Dana-Farber. This provides clinical validation without draining Inovio's critical cash reserves. 𝐎𝐭𝐡𝐞𝐫 𝐊𝐏𝐈𝐬 𝐍𝐞𝐭 𝐋𝐨𝐬𝐬 (𝟐𝟔𝐐𝟏): -$19.7 million Stable compared to -$19.7M in 25Q1. Note that net loss figures over the past year have been wildly distorted by non-cash fair value adjustments on warrant liabilities (e. g., creating artificial net income in 25Q4). Operational cash burn is the true indicator of financial health here. 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 & 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐧𝐬𝐞𝐬 (𝟐𝟔𝐐𝟏): $14.1 million Reversing. While R&D is down 13% YoY from $16.1M in 25Q1, it represents a sharp sequential increase from the $10.3M low reached in 25Q4. This indicates that as the PDUFA date approaches, the company is forced to ramp up spending on commercial readiness and device engineering, stressing the cash runway. 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐂𝐚𝐬𝐡 𝐑𝐮𝐧𝐰𝐚𝐲: Into Q1 2027 Accelerating. Thanks to the $16M net proceeds from the April 2026 equity offering, the runway was extended from previous guidance of Q4 2026. This theoretically bridges the company past the October 2026 PDUFA date. 𝐐𝟐 𝟐𝟎𝟐𝟔 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐍𝐞𝐭 𝐂𝐚𝐬𝐡 𝐁𝐮𝐫𝐧: ~$18.0 million Decelerating compared to Q1 2026 total OpEx of $21.9M. Management plans to immediately reign in spending following the Q1 commercial prep spike to ensure the newly raised capital actually lasts until Q1 2027. 𝐊𝐞𝐲 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐅𝐃𝐀 𝐅𝐚𝐥𝐥𝐛𝐚𝐜𝐤 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 If the FDA formally concludes during the upcoming informal meeting that INO-3107 is not eligible for accelerated approval, what is the exact timeline and financial cost of the alternative regulatory pathway? 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 𝐋𝐚𝐮𝐧𝐜𝐡 𝐅𝐮𝐧𝐝𝐢𝐧𝐠 With the cash runway explicitly ending in Q1 2027, at what specific milestone do you plan to raise the significant capital required to actually fund the commercial launch of INO-3107? 𝐃𝐏𝐑𝐎𝐓 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐢𝐧𝐠 𝐓𝐢𝐦𝐞𝐥𝐢𝐧𝐞 You noted discussions with potential partners to accelerate the DPROT platform for rare diseases. Should investors expect a partnership to be finalized with upfront cash attached prior to the October PDUFA date?
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.@CayuelasP·
@EmmanuelInvest Clearly if this gets approved $INO will trade around $10 per share without a doubt.
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Emmanuel – Big Tech & AI Investor
🚨 $INO (INOVIO) Q1 2026 Earnings Pipeline-focused update — BLA review progressing, cash runway secured into 2027 💊 📊 KEY METRICS (Q1 2026) - Net Loss: $19.7M (flat YoY) - R&D Expenses: $14.1M (down from $16.1M) 🟢 - G&A Expenses: $7.9M (down from $9.0M) 🟢 - Total Operating Expenses: $21.9M (down from $25.1M) 🟢 - Cash, Equivalents & Short-term Investments: $37.7M (+ $16M from April offering) Core takeaway: No major revenue yet (typical for clinical-stage biotech), but disciplined cost control and strengthened balance sheet. Focus remains entirely on pipeline advancement. --- 📈 PIPELINE HIGHLIGHTS - INO-3107 (RRP): BLA under active FDA review → Target PDUFA date October 30, 2026 (Accelerated Approval pathway) - Commercial launch preparations advancing (logistics, specialty pharmacy, patient HUB, etc.) - Strong belief in differentiated product profile vs existing options - INO-5412 (GBM): New clinical collaboration with Akeso Inc. + Dana-Farber for combination with cadonilimab - Next-gen DNA medicine platforms (DMAb & DPROT) showing promising preclinical data in rare diseases This is: A DNA medicines biotech with lead candidate in late-stage regulatory review and multiple shots on goal. --- 🚀 STRATEGIC MOVES - Strengthened cash position with April equity offering ($16M net) - Cash runway extended into Q1 2027 (beyond PDUFA) - Focused resource allocation on INO-3107 commercialization prep --- 🔥 BULL vs BEAR 🟢 Bull Case - Successful FDA approval of INO-3107 in Oct 2026 → first commercial revenue - Strong commercial execution in RRP (rare disease with high unmet need) - Pipeline momentum in GBM and rare diseases via partnerships 🔴 Bear Case - Regulatory risk around accelerated approval eligibility - Heavy cash burn if commercialization delays - Dilution risk from future financings --- 💭 CONCLUSION INOVIO is in a critical execution phase with its lead candidate INO-3107 under FDA review and a clear PDUFA date in sight. The company is maintaining tight cost control and extending its cash runway while preparing for a potential commercial launch later this year. 👀 KEY QUESTION Will INOVIO secure FDA approval for INO-3107 by the October 30, 2026 PDUFA date and successfully execute its U.S. commercial launch?
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.@CayuelasP·
@_PabloFdez_ 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. 17516. #DatoMataRelato
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Pablo Fernández
Pablo Fernández@_PabloFdez_·
7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7921. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291. 7291.
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.@CayuelasP·
@CristinaSegui Está mujer te llama facha, fascista, asesino y lo que se le ocurra en directo en TV. Y achaca que el otro en RRSS le insulta. El victimismo y la hipocresía posterior son oro.
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Cristina Seguí
Cristina Seguí@CristinaSegui·
Huy, le llama “persona”. Fascista ni una vez. Qué mona, que fina…Parece Sor María delante de la juez.
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.@CayuelasP·
@Monica_Garcia_G El gobierno siembra confusión y rechazo. Pidamos otro prestamos para I+D y pagamos las pensiones disimulando pufos... #catetada
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Mónica García
Mónica García@Monica_Garcia_G·
Confunden una PCR no concluyente que luego da negativo con un positivo. Confunden covid con hantavirus. Confunden caso con contacto. Confunden IA con informe científico. Cuando acabemos la emergencia habrá que reflexionar del peligro de quienes siembran confusión con la salud.
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.@CayuelasP·
@penflexiones A mí no me parece mala que vayan con el puñal en la boca por el mallorca.
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Santi Martinez
Santi Martinez@penflexiones·
Me cago en la puta joder. Si hubiese ganado el Getafe podría haber venido aquí con la clasificación matemática. Ni contra 9. Todo mal copón
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.@CayuelasP·
@_Morik92_ 20M€ cláusula. Esa es la cifra final. Acuerdo entorno a ~16M€
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Mirko Di Natale
Mirko Di Natale@_Morik92_·
✅‼️Tra i club europei che hanno chiesto informazioni per David #Affengruber c'è anche la #Juventus. Conferme su quanto scritto da Diario AS, il difensore centrale - autore di una splendida stagione ad Elche - è in scadenza nel 2027 e può partire per una cifra inferiore ai 10mln €.
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