Exploring Inovio Pharmaceuticals, Inc. (INO) Investor Profile: Who’s Buying and Why?

Have you ever wondered who's investing in Inovio Pharmaceuticals, Inc. (INO) and, more importantly, why? As of December 31, 2024, a total of 196 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 14,741,858 shares. The largest shareholders include Deep Track Capital, LP, BlackRock, Inc., and Vanguard Group Inc. But what does this mean for the company's future, especially considering Inovio's full-year net loss for 2024 amounted to $107.3 million, or $3.95 per share? Let's delve into the investor profiles and motivations driving investment in Inovio Pharmaceuticals.

Inovio Pharmaceuticals, Inc. (INO) Who Invests in Inovio Pharmaceuticals, Inc. (INO) and Why?

Understanding the investor profile of Inovio Pharmaceuticals, Inc. (INO) involves examining the diverse range of individuals and institutions that hold its stock, as well as their motivations for investing. These investors are typically drawn to Inovio Pharmaceuticals, Inc. (INO) due to its potential for growth, innovative technology, and strategic market position.

Key investor types include a mix of retail investors, institutional investors, and hedge funds. Each group has different investment horizons and strategies, influencing the stock's trading dynamics.

• Retail Investors: These individual investors often focus on the long-term growth potential of Inovio Pharmaceuticals, Inc. (INO), driven by positive clinical trial results and potential market approvals.
• Institutional Investors: Investment firms, mutual funds, and pension funds make up a significant portion of Inovio Pharmaceuticals, Inc. (INO)'s shareholder base. These institutions conduct thorough research and analysis before investing, often holding positions for extended periods.
• Hedge Funds: These funds may engage in more active trading strategies, capitalizing on short-term price movements and news events related to Inovio Pharmaceuticals, Inc. (INO).

Several factors attract investors to Inovio Pharmaceuticals, Inc. (INO):

• Growth Prospects: The biotechnology sector offers substantial growth opportunities, particularly for companies like Inovio Pharmaceuticals, Inc. (INO) that are pioneering new vaccine and immunotherapy technologies.
• Innovative Technology: Inovio Pharmaceuticals, Inc. (INO)'s DNA-based technology platform is a key draw for investors. This innovative approach has the potential to create new treatments and vaccines for various diseases.
• Strategic Market Position: Inovio Pharmaceuticals, Inc. (INO) is strategically positioned to address unmet medical needs, which enhances its attractiveness to investors looking for long-term value.

The investment strategies employed by Inovio Pharmaceuticals, Inc. (INO) investors vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional and retail investors adopt a long-term holding strategy, betting on the company's ability to deliver significant returns over time through successful product development and market expansion.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, seeking to profit from volatility and news-driven price fluctuations.
• Value Investing: Some investors may view Inovio Pharmaceuticals, Inc. (INO) as undervalued based on its assets, technology, and future potential, leading them to invest with a value-oriented approach.

For more insights into the company's mission and values, explore: Mission Statement, Vision, & Core Values of Inovio Pharmaceuticals, Inc. (INO).

Inovio Pharmaceuticals, Inc. (INO) Institutional Ownership and Major Shareholders

Understanding the institutional ownership of Inovio Pharmaceuticals, Inc. (INO) can provide valuable insights into the company's stock price and overall strategy. Institutional investors, with their significant holdings, can influence a stock's volatility and long-term stability. Examining their investment behaviors, such as increases or decreases in their stakes, offers clues about the perceived prospects of the company.

While specific, up-to-the-minute details on institutional ownership can shift rapidly, we can analyze historical data to understand general trends. Recent data indicates that institutional investors play a notable role in Inovio Pharmaceuticals, Inc. (INO).

Here's a look at what you might typically find regarding institutional ownership:

• Top Institutional Investors: Identifying the top holders by the number of shares.
• Ownership Trends: Observing whether these major holders have been increasing, decreasing, or maintaining their positions.

Information on major shareholders and their recent activities can often be found in financial news outlets, company filings (like 13F filings with the SEC), and financial data providers.

To provide a clearer picture, consider the following hypothetical example based on typical data you might encounter:

Changes in Ownership: Analyzing whether institutional investors have increased or decreased their stakes recently is crucial. For example:

• If a major institutional investor significantly increases its holdings, it could signal confidence in the company's future prospects.
• Conversely, a significant decrease might indicate concerns about the company's performance or industry outlook.

These changes can often be tracked through quarterly 13F filings, which provide a snapshot of institutional investment positions.

Impact of Institutional Investors: The actions of these large investors can significantly influence Inovio Pharmaceuticals, Inc. (INO)'s stock price and strategic direction.

• Large purchases can drive up demand, leading to price increases.
• Conversely, large sales can create downward pressure on the stock price.
• Institutional investors often engage with company management, influencing decisions related to corporate governance, strategic planning, and research and development.

For further insights into Inovio Pharmaceuticals, Inc. (INO)'s financial standing, you might find this resource helpful: Breaking Down Inovio Pharmaceuticals, Inc. (INO) Financial Health: Key Insights for Investors

Inovio Pharmaceuticals, Inc. (INO) Key Investors and Their Impact

Understanding the investor profile of Inovio Pharmaceuticals, Inc. (INO) can provide valuable insights into the company's stability, strategic direction, and potential stock movements. Institutional investors, major shareholders, and recent investment activities all play a significant role in shaping the company's trajectory.

As of April 2025, Inovio Pharmaceuticals, Inc. (INO) has a mix of institutional and insider ownership. Examining the key players and their recent activities offers a clearer picture of the investment landscape surrounding Inovio.

According to WallStreetZen, Inovio Pharmaceuticals is owned by:

• 36.45% institutional shareholders
• 84.59% Inovio Pharmaceuticals insiders
• 0.00% retail investors

Fintel reports that Inovio Pharmaceuticals, Inc. has 196 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 14,741,858 shares.

Notable Investors

Several key investors hold significant positions in Inovio Pharmaceuticals:

• Deep Track Capital, LP: One of the largest shareholders. As of December 31, 2024, Deep Track Capital, LP held 3,119,162 shares.
• BlackRock, Inc.: A major institutional investor. BlackRock, Inc. held 1,908,511 shares as of December 31, 2024.
• Vanguard Group Inc: Another significant institutional holder. Vanguard Group Inc. held 1,673,588 shares as of December 31, 2024.
• Stonepine Capital Management, LLC: Stonepine Capital Management LLC holds 1,050,000 shares as of February 17, 2025.
• Austin W. Greenhouse David M. Marxe: The largest individual shareholder, owning 20,650,987 shares, representing 56.32% of the company. These shares are valued at $35.93 million.

Investor Influence

Major shareholders can exert influence on company decisions through their voting rights and potential involvement in strategic discussions. Schedule 13D filings indicate investors who hold more than 5% of the company and intend to actively pursue changes in business strategy.

Institutional ownership can affect stock movements. Increased institutional buying can drive up the stock price, while significant selling can exert downward pressure. Monitoring institutional activity provides insights into market sentiment and potential price fluctuations.

Recent Moves

Recent trading activity by institutional investors reveals shifts in sentiment:

• Deep Track Capital LP increased its holdings by 72.9%.
• Bank of America Corp DE increased its position by 1,035.2%.
• Deutsche Bank AG increased its holdings by 524.6%.
• Dimensional Fund Advisors LP decreased its holdings by 39.4%.

As of April 17, 2025, the share price was $1.74. On April 22, 2024, the share price was $10.02, representing a decline of 82.63% over the year.

Inovio Pharmaceuticals' financial struggles persist, with a market cap drop from $0.15 billion to $0.09 billion as of December 2024. The company's lead asset, INO-3107 for RRP, faces approval delays and competition. Inovio’s cash position was $94.1 million as of Q4 2024. The company is projected to have cash reserves to sustain operations into the first quarter of 2026.

For further insights into Inovio's financial standing, consider exploring: Breaking Down Inovio Pharmaceuticals, Inc. (INO) Financial Health: Key Insights for Investors.

Here is a summary of major Inovio Pharmaceuticals shareholders:

Inovio Pharmaceuticals, Inc. (INO) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating Inovio Pharmaceuticals, Inc. (INO). Recent shifts in major shareholders' positions and overall market dynamics provide valuable insights into the company's future prospects. Examining these factors, along with analyst perspectives, helps to paint a comprehensive picture of Inovio's current standing.

Investor sentiment toward Inovio Pharmaceuticals, Inc. (INO) appears mixed, influenced by both the company's potential and the inherent risks in the biotechnology sector. While some major shareholders maintain a positive outlook, driven by Inovio's innovative technology and long-term growth opportunities, others may express caution due to the challenges in drug development and market volatility.

Recent market reactions to changes in ownership or large investor moves can significantly impact Inovio Pharmaceuticals, Inc. (INO)'s stock performance. For instance, a substantial increase in institutional investment might signal confidence in the company's prospects, leading to a stock price increase. Conversely, a major sell-off by a large shareholder could trigger a decline in the stock price, reflecting concerns about the company's future.

Analyst perspectives on Inovio Pharmaceuticals, Inc. (INO) often highlight the impact of key investors on the company's future. Analysts consider factors such as investor composition, ownership concentration, and the investment horizon of major shareholders. These insights help assess the stability of the shareholder base and the potential for long-term value creation. For example, strong support from long-term institutional investors can provide a stable foundation for the company's growth initiatives.

Here’s a look at factors influencing investor sentiment:

• Clinical Trial Results: Positive outcomes from clinical trials typically boost investor confidence, while setbacks can lead to negative sentiment.
• Regulatory Milestones: Approvals from regulatory bodies like the FDA are critical for commercial success and investor optimism.
• Financial Performance: Strong financial results, including revenue growth and profitability, tend to attract and retain investors.
• Market Conditions: Overall market volatility and economic conditions can impact investor sentiment toward Inovio, as well as the broader biotechnology sector.

To further contextualize Inovio Pharmaceuticals, Inc. (INO)'s strategic direction, review the Mission Statement, Vision, & Core Values of Inovio Pharmaceuticals, Inc. (INO).

A detailed breakdown of investor types can provide a clearer picture of the shareholder base:

Understanding these dynamics is essential for stakeholders looking to make informed decisions about Inovio Pharmaceuticals, Inc. (INO).