Inovio Pharmaceuticals (INO) Jefferies Global Healthcare Conference 2026 summary

Company overview and lead asset

• Focused on developing DNA medicines for HPV-related diseases, cancer, and infectious diseases, with INO-3107 as the lead candidate for recurrent respiratory papillomatosis (RRP).

• INO-3107 has orphan drug and breakthrough therapy designations in the U.S. and orphan drug designation in the E.U.

• BLA for INO-3107 is under FDA review with a PDUFA target date of October 30, 2026.

• Manufacturing for DNA component is outsourced, while devices are produced in-house.

• Deep clinical pipeline includes multiple near- and midterm catalysts.

Mechanism of action and differentiation

• DNA medicines use proprietary algorithms to optimize gene sequences, delivered via CELLECTRA devices using electroporation.

• INO-3107 targets HPV-6 and HPV-11, aiming to reduce the need for repeated surgeries in RRP patients.

• Demonstrates no impact from neutralizing antibodies or immunosuppressive microenvironments, unlike viral vector-based therapies.

• Treatment regimen is patient-focused, requiring four doses over nine weeks, with efficacy measured by reduction in surgeries.

Clinical efficacy and safety

• 72% of patients had a 50%-100% reduction in surgeries at year one, increasing to 86% in year two.

• 28% of patients in year one and 50% in year two required no surgeries to control disease.

• Enhanced safety profile with most adverse events limited to injection site pain.

• No requirement for surgeries during the dosing window, differentiating from the competitor product.