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ZIOPHARM Oncology, Inc. Message Board

  • beautifuldaytobike beautifuldaytobike Feb 19, 2013 9:53 AM Flag

    The case for $20/share

    While informed writers suggest a partnership possibilty after good Pali data, I'm wondering if an out and out sale of Pali isn't more probable if Matisse is also good. While contingent value agreements and profit sharing partnerships are common, I would propose that Ziopharm could just sell Pali for 2x of the anticipated revenues, and get out of the legacy drug world. With Matisse also providing good data, the likely revenue for Pali would likely be 1-1.5 BB, with a 2x a reasonable valuation for total rights. ZIOP moves on to synthetics and never looks back. The purchaser gets the opportunity to totally replace IFOS over time with great upside potential. A 2BB payment is worth 25/share based on todays market cap. A 1.5 BB is 18, and a 1 BB is 12.50 a share. Just some thoughts.

    Sentiment: Strong Buy

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