Buying ZIOP means you are betting on RJ Kirk. ZIOP/Lewis had not come up with any drug successes in the past, but RJ has never failed. RJ is the last guy in biotech I'd short. We should have had results in June and the lack thereof is typically not a good a sign, but RJ hedges his bets and takes care of his investors, or has to date. XON represents a change in his modus operandi, but I believe in him and his relationship to ZIOP.
I like to think they are so busy and deep with partnership talks and restrictions related thereto, that they couldn't use the well prepared talk with the new data they wanted to. What other excuse could they have?
So far, so old stuff. Brief synopsis: We have a Rheo Switch. It's a switch. We can turn it on. We can turn it off. We can turn it on and off. When it's on it's on. When it's off it's off. It's clear. It goes on and off. We're applying this to things we want to turn on and off. We can do this with lots of stuff. We're thinking about lots of stuff. The switch goes on and off.....This year, next year....it goes on and off. We are optimizing it. On and off. Car-T is popular now. And we have a switch that goes on and off. This is powerful. On and off. There is a strong rationale for this. On and off. On and off. We can turn it on and off. It's extremely smart science. A powerful platform. On and off. Someday we'll get to actual products. On and off. We collaborate with Intrexon. This is good. On and off. Lots of stuff could emerge through Ziopharm. On and off.
Sal, you're every bit the derelict idiot on this board that you allege JH to be on ONCS. Just a little wake up call.
"With a wonderful business, you can figure out what will happen; you can't figure out when it will happen. You don't want to focus on when, you want to focus on what. If you're right about what, you don't have to worry about when"
Sentiment: Strong Buy
FIRST POST 5/9/2014 = WORTHLESS. NENSA, MENSA, 1993, 1963 ADDS UP TO PAID BASHER. NO VALUE. TALK ABOUT LOSER......
Easy to view at the Intrexon site, use page 1 then full document. Full court press.
Sentiment: Strong Buy
• Ad-RTS-mIL-12 + veledimex PO exhibits controllable systemic immune activation in human subjects with melanoma and breast cancer.
• Veledimex exhibits dose-related increases in plasma and brain tissue exposure with no accumulation in brain.
• Ad-RTS-mIL-12 (1x1010 vp) + veledimex PO improves survival over temozolomide, dexamethasone and bevacizumab.
• Ad-RTS-mIL-12 + veledimex significantly reduces brain cancer stem cells
• These findings support the utility of localized, regulatable IL- 12 production as an approach for the treatment of malignant glioma in human subjects.
Hudbay, I believe, has a very strong position here - stronger than meets the eye. Augusta will have a difficult time going out more than a year due to $$$, while Hudbay can outlast the pecan farms if they desire to develop housing on their land, can outlast the current administration, can basically sit on it until plausible. Augusta can't do that and Hudbay can't do it a higher - we have all the permits price. So the bet is all the permits vs $3 a share, in my view, and think Hudbay has a good case. Just some thoughts.
What is clear and new is that additional studies are delineating the workings both the cancer stem cells and the additional methods of effects of IL-12 /immunotherapy. As clarity comes, multi-method treatments will become the norm, and more efficacious than any current methods. And, I believe Intrexon, through Ziopharm and its partners may well lead the way.
I hope you're right. The secrecy thing is a very mixed bag unless you partner. If you don't partner, you have to go to the capital markets that only know an unimpressive history and share price, and we are clearly in no condition to do that. My impression is that any forthcoming move in share price will be related to partnering, not data. Multiple NDIs are exciting, but each has a very significant cost and, as well, and suggests we're not overly focused on a current potential product coming to market. ZIOP has not shown economy or speed in bringing forth NDIs through the FDA process, historically. I sincerely hope there is wonderful news that they aren't giving us, but Lewis has dissappointed in the past with rampant optimism and an empty glass. I honestly believe our future is in partnering.
Not presenting at ASCO. 10-K shows no enthusiasm for existing trials, even GBM. At least that's my read. Split on sublicensing is 50-50 revenue with Intrexon and I'm hoping they partner as much as possible. The only reason that this stock would go up is likely due to partnering. Their slow and costly work is not shaking out any products in the near or mid-term. Still haven't discussed what IL12 will be paired with in GBM, if anything. Not surprised we're down. This work MUST be partnered in my opinion.