Just thought I'd bump this, hope that's ok. SGEN seems to have one of the few bioteach boards not populated by lunatics with a lot of good analysis. Has anyone added new stuff to their portfolio? I just got in CLSN the other day after it dropped 8-9% or so.
I love ZIOP. I think its still somewhat overlooked by the majority of biotech investors. They have a great CEO and did a partnership with Randall Kirk's(Forbes calls him the most successful biotech investor of all time) privately held Intrexon. He is now a major shareholder of ZIOP and has brought Fidelity and the Baker Bros into the company as large shareholders. In fact during the last secondary(this Jan)the raise was done at a higher price than the stock had traded in months(signals strong interest). There is currently lots of speculation of a partnership involving the lead compound which has completed one phase 3 trial(results expected by year end)for soft tissue sarcoma and just starting a pivotal phase 3 for small cell lung cancer. Also major news is expected for the lead Interexon/ZIOP compound in the 2H '12. Lots of catalyst for the next 6 months. Not much risk near term.
More about NKTR (AFFY too).
AFFY on a big run because of Omontys deal with Fresenius. Omontys is to Epogen what Neulasta was to Neupogen. Both Omontys and Neulasta are based on NKTR peg technology.
NKTR-228 is a pegged calcimimetic that I'm hoping will get an IND later this year. The main calcimimetic on the market, Sensipar, has all kinds of problems. It is oral (a plus), but needs to be taken daily and causes all kinds of digestive problems. NKTR-228 could be administered during dialysis. Something to keep an eye on.
The most intriguing story I've found.
Patent expires 2016 but with Targetin's proven tract record of safety, trials could be done quickly???
Your better off with SGEN (or GM). This stock screams stay away with 200M float and thinly traded. Retinoids have been around for a long time and it's also a long way between mice and men....:)