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ZIOPHARM Oncology, Inc. Message Board

  • flgopherone flgopherone Feb 14, 2013 8:12 AM Flag

    Day 3

    Today will be the third assault on 5 bucks in 3 days.

    I say third time is the charm and instead of stopping short...we briefly pause and then blow right through!

    Others will be selling with hopes to pick it back up again, lower. They will be left in the dust.

    Can't help but to have a little fun predicitng today!

    GLTA

    Gopher

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    • Chump change. I think we'll be around 17 a year from now, with Matisse, IL-12 further along, a sale of Pali with a sweet CVR, Intrexon IPO.... Patience friend.

      Sentiment: Strong Buy

      • 1 Reply to beautifuldaytobike
      • BTTB- It is funny how this whole thing hinges on a legacy small molecule program. If they miss on data, I suspect Kirk takes the whole company out and recaptures his oncology rights. If they hit data benchmarks, I think Pali is sold withing 60 days with a huge back-end(you are likely correct re: CVR?) predicated on milestones being met in SCLC.

        I believe the (much higher than expected) selling price of Pali will surprise most. The drug has a very long residual patent life. Also, folks are focused on smallish STS market. Longer term, Pali could become an across the board replacement for IFOS. It is in a sense the same drug (active metabolite)minus the AEs.

        I also have a sneaking suspicion the Breast trial combining old tech(Pali) with new(synthetics) may surprise to the upside. Company is very close to MSK/Norton( He has been on their payroll for a long time as a consultant).

        My bull bet is 7 on data, 10-12 on partnering and add 5 bucks or so based on synthetic progress by this time next year.

        Bear bet is we go sub $2 on bad data but the stock gets taken out by Kirk at $5 or so.

        Sentiment: Buy

 
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