Inovio Pharmaceuticals (INO) Oppenheimer 35th Annual Healthcare Life Sciences Conference 2025 summary

Platform and pipeline overview

• Focus on DNA medicines for HPV-related diseases, cancer, and infectious diseases, with a proprietary platform enabling in vivo protein production for therapeutics and vaccines.

• Lead candidate INO-3107 targets recurrent respiratory papillomatosis (RRP), with breakthrough and orphan drug designations, and a planned BLA submission mid-year under FDA accelerated approval.

• Commercial-scale manufacturing established for DNA plasmids externally, with in-house device manufacturing.

• Cash position of $84 million at Q3 end, plus $30 million raised in December, and no debt.

• Proprietary Selectra device enhances DNA plasmid delivery, driving strong immune responses.

Clinical data and product differentiation

• INO-3107 demonstrated significant reduction in surgeries for RRP patients, with benefits sustained and improving into years two and three post-dosing.

• 81% of patients had at least one fewer surgery in year one; 72% overall response rate, with 28% complete responders.

• Mean surgeries per year dropped from 4.1 pre-treatment to 1.7 in year one, with further decreases in subsequent years.

• Immunology data shows robust, targeted T cell responses, with no microenvironmental barriers to efficacy identified.

• Therapy is well-tolerated, simple to administer, and does not require surgery during dosing.

Regulatory and commercial strategy

• BLA submission for INO-3107 targeted for mid-year, with rolling submission and priority review requested.

• Confirmatory placebo-controlled trial planned, with global registration in mind.

• Redosing strategies under evaluation to maintain or improve response rates.

• Rare disease pricing anticipated, with payer research supporting appropriateness; small commercial footprint planned for launch.

• Further commercial build-out expected in 2025.