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InterOil Corporation Message Board

buy_the_fear_101 7 posts  |  Last Activity: Apr 26, 2016 2:05 PM Member since: Sep 28, 2011
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  • buy_the_fear_101 buy_the_fear_101 Apr 26, 2016 2:05 PM Flag

    Ridiculous the Merck KGaA contract alone could be worth $3.8 billion on only 8 targets. IL-12 + veledimex makes BMY Opdivo efficacy go from poor to 100% overall survival in Glioma. And the TCR, NK cell off the shelf and Neoantigen targeting of solid tumor discussed in those links are ahead of KITE, JUNO and BLUe. Way ahead

  • This is a great post on investor village XON board – unfortunately yahoo would not let me post the links which are CRITICAL so please go to the investorvillage XON board message #8377 for all the links
    Yes this article grossly underestimates the quality of Intrexon's partners and the science going on with MD Anderson/ZIOP/XON/NCI
    "Partners are almost exclusively failed and/or shady microcaps" ( a lie – again these are prestigious successful organizations and huge resources)
    Partner MD Anderson is the LARGEST CANCER CLINIC IN THE WORLD.
    Darling Ingredients is a profitable $2 billion partner.
    Dominion Resources a HUGE $40 billion energy company.
    Macular Degeneration partner Sun Pharma has $10 billion in annual sales, 30,000 employees, serves 150 markets, has 45 manufacturing sites and 2000 products on the market.
    Merck KGaA is a $35 Billion dollar behemoth large cap pharma and if they take all 8 CAR targets per Ares agreement could pay $3.8 billion to XON/ZIOP.
    Two deals
    Personal Products:

    Type 2 Diabetes:
    Sanofi is a $115 billion Big Pharma.
    Partner National Cancer Institute is the most important US cancer agency and partner Dr Rosenberg at NCI is one of the most respected gene therapy experts in the world – the recent star of the PBS cancer Series.Just two days after announcing the Merck KGaA deal, Intrexon signed a CRADA (Cooperative Research and Development Agreement) with the prestigious National Cancer Institute to investigate RheoSwitch® controlled IL-12 cancer therapies using T-cell receptors (TCR) derived from peripheral blood. The lead investigator on this collaboration will be none other than the legendary Dr. Steven Rosenberg - the gene therapy superstar who was prominently featured on the highly acclaimed PBS Ken Burns series - Cancer - the emperor or all maladies.
    Already this yr alone Dr Rosenberg of NCI has authored TWO articles related to XON/ZIOP/MD Anderson gene therapy science:
    A March 5 2016 article Dr Rosenberg co authored with ZIOP CEO Dr Cooper in Molecular Theory March 5 scientific publication per slide 15 of Jeffries Cooper Presentation - "Stable, Nonviral Expression of Mutated Tumor Neoantigen-specific T-cell Receptors Using the Sleeping Beauty Transposon/Transposase System"
    Earlier this yr Dr Rosenberg was an author in the important article TCR: Targeting private somatic mutations (neoantigen)-Nature Medicine (Dr Steven Rosenberg) - Prospects for gene-engineered T cell immunotherapy for solid cancers-Non-viral great promise - ONE TENTH the cost of therapies from JUNO or KITE....while competitors play in the me-too CD-19 space Cooper and Rosenberg are leapfrogging them in TCR, neoantigen targeting of solid tumors and off the shelf NK cells....
    Off the Shelf NK cell trial this yr in AML & brain cancer early next...Target tumors with loss of HLA, killing is independent of specific known target antigen, Cytokines are "fuel" for NK cells
    Meanwhile - it appears adding ZIOP/XON IL-12 + veledimex to PD-1's (like Opdivo or Keytruda) have enhanced poor efficacy in glioma and resulted in 100% survival in preclinical tests recently disclosed (with human IL-12+veledimex data coming at ASCO in glioma)
    Yes this article grossly underestimates the quality of Intrexon's partners and the science going on with MD Anderson/ZIOP/XON/NCI

  • Reply to

    Shorts should prepare for $10 a share

    by prenzie Feb 23, 2016 5:36 PM
    buy_the_fear_101 buy_the_fear_101 Feb 23, 2016 5:55 PM Flag

    That's a stopping point before the $20 a share offer imo

  • buy_the_fear_101 buy_the_fear_101 Feb 6, 2016 11:40 PM Flag

    Heavily owned by institutions CELG will be back into 120s when the sector turns. Did people forget the SETTLED the patent situation. Silly price

  • Reply to

    Stock is trading at 5X 2016 eps ex cash

    by cordari30 Jan 15, 2016 4:22 PM
    buy_the_fear_101 buy_the_fear_101 Feb 6, 2016 11:39 PM Flag

    Cheaper PE than big phatma and the S&_ 500 with DOUBLE the growth rate. Stupid.

  • buy_the_fear_101 buy_the_fear_101 Feb 6, 2016 11:38 PM Flag

    CELG will go up 50% from here per Credit Suisse

  • buy_the_fear_101 buy_the_fear_101 Feb 6, 2016 11:37 PM Flag

    dipping just with the IBB - CELG is fine

IOC
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