BP "Picasso data will be major positive driver. Recommend buy ZIOP on recent volatility"
Brinson Patrick "Standing by for Positive Top-Line PICASSO 3 Results (well designed/powered)-a key share driver. Recommend you ZIOP buy here. Synthetic bio significant potential"
Full report won't come close to posting on yahoo - see investorvillage ZIOP board for this on other reports in the coming weeks....a few excerpts...
PFS confirmed as the primary endpoint for palifosfamide full approval. Recall that PICASSO 3 is being conducted without an SPA from the FDA, and that ZIOPHARM previously designated PFS as the primary endpoint for accelerated approval, and OS designated as the endpoint for full approval. Earlier this month, the company noted that PFS is now the primary endpoint for full approval with OS the secondary endpoint. The modification was made after further dialog with the FDA, supporting our view that regulatory conditions are favorable for ZIOPHARM’s strategy for gaining palifosfamide approval.
We continue to look for announcement of a statistically significant and clinically meaningful 3-month difference in median PFS with palifosfamide plus doxorubicin versus treatment with doxorubicin. There has been recent speculation that the doxorubicin only arm under-performed in the palifosfamide Phase II (i.e., median PFS with doxorubicin was longer than 4.4 months), and therefore, PICASSO 3 is underpowered
As a result, we believe PICASSO 3 was well-designed and adequately powered.
Patient enrollment ahead of projection in MATISSE is a favorable sign.
Palifosfamide also advances into Phase II in germ cell tumors with investigator-sponsored study.
There remain certain types of germ cell cancers for which current treatments are ineffective and lead to relapse or a lack of tolerability. As early Phase I testing with palifosfamide in patients with resistant testicular and ovarian germ cell tumors was encouraging, in our view, palifosfamide’s evaluation in these settings was a logical next step. ZIOPHARM recently announced initiation of a Phase II study
This is intelligent information from a good source. The kind of info we should see on this board instead of all the hypesters. And to those who don't know any better: "Institutional Ownership" doesn't just mean funds, that includes shares held at brokers in street name. If you don't know what that means, you shouldn't be investing.