Since I am VERY confident in the Pali Ph 3 Picasso results, I have decided while waiting for the positive news, to do a ton of due diligence the past month on the Intrexon side of the ZIOP business that no one knows about - got to thinking:
1) Why is one of the biggest most successful short sellers of all time saying analysts have the funnel upside down - and while he is rather sure Pali Ph 3 will be successful he hopes it is not - so that he can buy 10 million more shares of ZIOP for the pot of gold - the Intrexon oncology rights.
2) Why does Griffin analyst - who spends more time with Intrexon and Kirk than anyone and has done more due diligence on synthetic biology than anyone I know say the following:
As Intrexon-related programs progress and data is presented, we expect to see a tremendous appreciation in ZIOPHARM’s valuation. ZIOPHARM has the potential to become the most valuable oncology company of all time as Intrexon’s synthetic biology technologies coupled with ZIOPHARM’s cancer expertise advance the cancer therapeutic paradigm towards a cure.
See investor village ZIOP board for full report....
3) Why is one of the most successful biotech investors ever - RJ Kirk - putting his fortune into Intrexon and ZIOP related cancer medicine....
4) Why did the former director of the National Cancer institute - Dr Sam Broder - responsible for overseeing the development of a number of new cancer therapies including paclitaxel (Taxol) and also the guy who co developed the most successful and first effective drugs licensed for AIDS, why does he leave genetic pioneer Craig Venter and Celera Genomics for Intrexon.
5) Why is it that the more digging I do, the more I hear that Dr Broder and Intrexon Founder Dr Tom Reed are the smartest biotech researchers in the world with now the smartest biotech investor in the world behind them?
6) What happens when Intrexon is cash flow positive (short seller say within the yr) by doing deals - what if they do one MS deal for say $100 million up front with say BIIB - what would that make ALL Intrexon Cancer rights worth that ZIOP owns (currently valued at less than zero in ZIOP share price).
7) What happens when after they become cash flow positive Intrexon IPO's in what will be a hot biotech IPO market. What will happen when instead of keeping quiet about medicine changing technology to lock up 800 patents, it starts to actual tell the street about them.
Some are selling ZIOP without even knowing who Dr. Broder or Reed are - because there are better places for money and they don't want to wait for March. Some are worried about Pali binary event - despite nothing but positive news since the Votrient decision. I'm not worried about that - I am worried that some day someone might take out ZIOP for 4 or 5 times the current value after data but before the Intrexon technology is priced in. That's what I am worried about.
Ask youself why a guy like Dr Sam Broder would leave Celera Genetics and Craig Venter (founder of Celera) for Intrexon.
If you have not done a lot of due diligence on Dr Tom Reed and Dr Sam Broder of Intrexon - well you have not done nearly enough due diligence on ZIOP imo.
Samuel Broder is an American oncologist and medical researcher. He was a co-developer of some of the first effective drugs for the treatment of AIDS and was Director of the National Cancer Institute (NCI) from 1989 to 1995.
During the first years of the AIDS epidemic, he co-developed zidovudine (AZT), didanosine (ddI), and zalcitabine (ddC), which were the first effective drugs licensed for the treatment of AIDS. In 1989, he was appointed by President Ronald Reagan to be Director of the NCI. In this position he oversaw the development of a number of new therapies for cancer including paclitaxel (Taxol). After leaving the NCI, Dr. Broder became Senior Vice President for Research and Development at the IVAX Corporation in Florida, a position he held until 1998 when he joined Celera Genomics. He is now Chief Medical Officer of Celera.
He has received a number of honors for his work including the Arthur S. Flemming Award and the Leopold Griffuel Award.
There is an interesting hour and half youtube lecture by Dr Broder before his intrexon connection - he was involved in genomics at Celera and with the human genome (Craig Venture huge pioneer in that) - but he needed something to be the vehicle to make all come together - the Rheo Switch and Ultra Vector and other Intrexon technology is it - a reason to leave all that behind and join Intrexon....
link on investor village or search youtube - yahoo doesn't allow links.
Samuel Broder, M.D.
Like many other physician-researchers at the NIH, Dr. Samuel Broder helped drive early AIDS research by taking observations from the clinic and moving them into the laboratory. “The people who founded what is the modern version of the NIH took great pains to locate [research] laboratories in juxtaposition to a hospital ward or clinic,” says Dr. Broder. The combination allows clinicians to see patients and walk a few steps to exchange tissue or blood samples, providing an environment for a free flow of ideas between basic and clinical researchers.
As a National Cancer Institute scientist and later as the Institute director, Dr. Broder believes the NIH was uniquely positioned to address the early questions of AIDS, since the disease appeared in the hospital several years before the virus was discovered and studied.
He also recalls the critical role NCI played in addressing an infectious disease emergency. At the beginning of the AIDS epidemic, NCI dedicated resources to identifying the cause and quickly developing drugs to treat the disease. At the time, NCI was “the only group at the NIH that actually had become a ‘pharmaceutical company’ working for the public in difficult areas where the private sector either could not or would not make a commitment,” Dr. Broder explains. The Institute had already developed AZT as a possible cancer drug, and Dr. Broder’s group moved quickly to investigate AZT and other agents for treating AIDS. “AZT laid the foundation for almost every other product because … the failure of AZT would have had very dramatic effects” on future drug research.
Dr. Broder is currently chief medical officer and executive vice president for medical affairs at Celera Genomics in Rockville, Maryland.
Thomas D. Reed, Ph.D., Intrexon Founder & Chief Science Officer
Dr. Reed is a molecular geneticist with over twenty years of experience in recombinant DNA technology. He has developed sophisticated transgenic model systems for studying the role of gene products in neuronal, cardiovascular, and cancer systems. Dr. Reed has published numerous peer-reviewed articles in the fields of subcellular modulation, gene regulation and cardiac function and is an inventor on numerous patent applications. Dr. Reed co-founded Intrexon in 1998 and continues to serve on the Board of Directors. Dr. Reed received his B.S. in Genetics from the University of California-Davis and then completed his M.S. at Wright State University in Biological Science. Dr. Reed received his PhD. from the University of Cincinnati in Molecular and Developmental Biology.
Sentiment: Strong Buy
Thanks for your DD, Rob. I am not much of an investor, I just follow Kirk and from following him, I've discovered you. I'm just curious as to why you share all this data with us? Is there some gain you get by ''pumping" the stock? (I'm not calling you a pumper, you're more a data sharer that is for the stock, whereas pumpers and shorters just throw out hype and speculation). Or, are you just a nice guy? Either way, thanks, it's useful information.
I'm a long ways off from retirement, so I have to keep reminding myself I'm in it for the long haul. Reading your post on IV, you say all this ZIOP-Interxon stuff is 7-10 years out, even with an A-team the technology could not work. Do you take some profits after pali data, or are you waiting for some other milestone?
I have been doing this for a long time and now have been doing it full time for 5 yrs+ and there is a lot of purposely deceitful information posted - sometimes by paid grunts from the short hedge funds that make money when stock drops -some from uninformed and some from discouraged longs. I just like to make sure people have the facts. Biotech is a risky business and not for the feint of heart. but I have done well doing a lot of due dilgence and seeing through the BS - like that forbes article that was deleted by forbes in a matter of hours but caused some to panic sell.
I don't pump - since I continue to add it does me no good to get stock up on a pump.
But I will not allow misinformed posts to go unaswered.
Sentiment: Strong Buy