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Halozyme Therapeutics, Inc. Message Board

hopefully_right 100 posts  |  Last Activity: Mar 30, 2015 4:17 PM Member since: May 27, 2013
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  • hopefully_right hopefully_right Mar 30, 2015 4:17 PM Flag

    If you have been in ZIOP for three years, you should be glad there was no buy out. The upside is so much greater than the quick pop that we would have realized. This will play out over the next several years. That is why Kirk has been so excited, not because he was going to sell ZIOP.

  • Plan is to grow ZIOP and harvest the PPS growth years down the road. IMO, this is in the best interest of investors.The tell is when we starts to see a rise in headcount. Enjoy the ride.

  • Intrexon Corporation (NYSE: XON), a leader in synthetic biology, and Merck Serono, the biopharmaceutical business of Merck KGaA, Darmstadt, Germany, today announced an exclusive strategic collaboration and license agreement to develop and commercialize Chimeric Antigen Receptor T-cell (CAR-T) cancer therapies. This collaboration advances Merck Serono’s comprehensive, science-driven strategy to develop innovative therapies that modulate the immune system’s natural ability to fight tumors.
    “The collaboration with Intrexon underlies Merck Serono’s focus on innovation, and enhances its R&D technology portfolio in immuno-oncology,” says Belen Garijo, President and CEO of Merck Serono. “Moreover, it showcases Merck Serono’s commitment to developing therapies that have the potential to significantly evolve the way cancer is treated.”
    CAR-T cells are genetically engineered T-cells with synthetic receptors that recognize a specific antigen expressed on tumor cells. When CAR-T cells bind to a target, an immunological attack against the cancer cells is triggered.
    Utilizing Intrexon’s cell engineering techniques and RheoSwitch® platform, the collaboration aims to develop leading-edge products that empower the immune system in a regulated manner to overcome the current challenges of CAR-T therapy.
    The agreement provides Merck Serono exclusive access to Intrexon’s proprietary and complementary suite of technologies to engineer T cells with optimized and inducible gene expression, as recently strengthened by a license agreement with the University of Texas MD Anderson Cancer Center.
    Intrexon will be responsible for all platform and product developments until IND filing. Merck will nominate targets of interest for which CAR-T products will be developed. Merck will also lead the IND filing and pre-IND interactions, clinical development and commercialization. In addition, Intrexon has the opportunity to explore targets independently, granting Merck opt-in rights during clinical devel

  • Reply to

    This deal is bigger for ZIOP, then XON

    by hopefully_right Mar 30, 2015 9:31 AM
    hopefully_right hopefully_right Mar 30, 2015 9:47 AM Flag

    I'd like to read the actual agreements, but it does not appear to be an exclusive arrangement and XON/ ZIOP are not obligated to collaborate with Merck Serono, but the latter "having the opportunity during clinical development to opt-in." Does not say "exclusive opportunity," so my take is XON/ZIOP can have others competing against Merck Serono. I assumed they would be using the RheoSwitch technology. No mention of MDA, so I also assume they are not part of this. I agree that there is more to come.

    Under the collaboration Merck Serono will elect CAR-T targets, two initially, for which it will provide certain research funding. Through its agreement with Intrexon, ZIOPHARM will be responsible for any additional research and development expenditures. Once these candidates reach investigational new drug (IND) stage, the programs will be transferred to Merck Serono for clinical development and commercialization. ZIOPHARM and Intrexon will also independently conduct research and development on other CAR-T candidates, with Merck having the opportunity during clinical development to opt-in. ZIOPHARM’s other oncology programs will continue through its Exclusive Channel Collaboration (ECC) with Intrexon.

  • hopefully_right by hopefully_right Mar 30, 2015 9:31 AM Flag

    Considering how much XON is up in pre-market ($6.00), I am surprised ZIOP is not up more. One need to read XON and ZIOP PR and fill in the pieces missing in the ZIOP PR. GLTA!

  • hopefully_right hopefully_right Mar 30, 2015 9:21 AM Flag

    1/2 of $826M only relates to first two targets. Wow!

  • From ZIOP PR:Intrexon will share the economic provisions of this collaboration, including upfront payment, milestones and royalties, equally with ZIOPHARM.

    Under the collaboration Merck Serono will elect CAR-T targets, two initially, for which it will provide certain research funding. Through its agreement with Intrexon, ZIOPHARM will be responsible for any additional research and development expenditures. Once these candidates reach investigational new drug (IND) stage, the programs will be transferred to Merck Serono for clinical development and commercialization. ZIOPHARM and Intrexon will also independently conduct research and development on other CAR-T candidates, with Merck having the opportunity during clinical development to opt-in. ZIOPHARM’s other oncology programs will continue through its Exclusive Channel Collaboration (ECC) with Intrexon.

    From XON PR: Under the terms of the agreement, Intrexon will receive an upfront payment of $115 million. For the first two targets of interest selected by Merck Serono, Intrexon will receive research funding and is eligible to receive up to $826 million development, regulatory and commercial milestones, as well as tiered royalties on product sales. In addition, Intrexon is also eligible to receive further payments upon achievement of certain technology development milestones.

    GL!

  • As it reviews things in biotech, Citi see potential catalysts this year for Halozyme (HALO) between its Enhanze technology used in developing IV-injected biologics to study data on a drug to possibly treat pancreatic and lung cancers. The company is looking to move "from a royalty-generating platform to an oncology player with a late-stage wholly owned asset," notes Citi as it boosts its price target to $21 from $15. It says as HALO drug-development work continues, Enhanze-related revenue should lower the risk of the company needing a stock sale to raise capital. Down a combined 18% during a recent 6-session slide amid broad stock weakness in biotech, HALO is up 4.1% today at $13.85 to put the year's pop at 44%.

    Sentiment: Strong Buy

  • Reply to

    target price

    by traderross2000 Mar 27, 2015 6:36 AM
    hopefully_right hopefully_right Mar 27, 2015 9:24 AM Flag

    Interesting move ahead of HALO news on meeting with the FDA. Thanks!

  • hopefully_right hopefully_right Mar 26, 2015 7:35 PM Flag

    Everyone is entitled to an opinion. The partnering that I am referring has the potential to be more important than what was previously cancelled. Subsequent to the announcement ZIOP's PPS increased by nearly 3x. More if you count the time prior to the rumors/speculation. We'll see what happens down the road.

  • Reply to

    Money Money Money Money

    by wallysboy1 Mar 24, 2015 5:38 PM
    hopefully_right hopefully_right Mar 25, 2015 9:45 AM Flag

    I bought on your advice this morning. I hope you're right. As OCN continues to implode, it looks like a smart decision.

  • hopefully_right hopefully_right Mar 24, 2015 8:43 AM Flag

    With a near doubling in Q4 of institutional ownership to 31.2%, Wall Street is already wakening up. GL!

  • Reply to

    NRZ

    by bacon2bacon Mar 24, 2015 7:56 AM
    hopefully_right hopefully_right Mar 24, 2015 8:39 AM Flag

    Any thoughts on how the continued sale of MSRs from OCN to NSM may benefit NRZ? Thanks

  • hopefully_right hopefully_right Mar 24, 2015 8:35 AM Flag

    With a market cap of $66.8 million, most of the PPS is in cash. Company is well funded to push forward its drug trials. IMO, the company is under-valued.

  • hopefully_right hopefully_right Mar 24, 2015 8:18 AM Flag

    Close, but no cigar. Results out today.

  • Last year, MSTX reported its financial results on March 26, 2014. I expect the same timing as last year. GLTA!

  • Reply to

    Non event PR

    by stash_fry Mar 23, 2015 1:12 PM
    hopefully_right hopefully_right Mar 23, 2015 4:57 PM Flag

    Nobody said that PPS is going to shoot up "soon". MSTX has plenty of cash so bankruptcy is not even in the equation. Post logical arguments, so you do not waste your time, or mine.

  • Reply to

    Non event PR

    by stash_fry Mar 23, 2015 1:12 PM
    hopefully_right hopefully_right Mar 23, 2015 2:15 PM Flag

    First off, 31.2% is held by institutions, so you can take out 40 million shares out of the 127.5 million outstanding. Secondly, if it the number outstanding was truly hurting PPS, management could have a reverse stock split. I think what you should focus on is the fact the institutional ownership nearly doubled from the prior quarter. Baker Brothers increased their holdings by 59.15% in Q4 to 4.8 million shares. While, you're taking shots at a press release,do some DD to understand why the likes of BB, BVF INC/IL and SABBY MANAGEMENT, LLC, have taken large positions in MSTX and FRANKLIN RESOURCES INC's Discovery Biotech fund continues to hold 11.9 million shares.

  • Reply to

    Non event PR

    by stash_fry Mar 23, 2015 1:12 PM
    hopefully_right hopefully_right Mar 23, 2015 1:46 PM Flag

    A little PR does not hurt, especially for such a small company. Number of share outstanding (127,508,434 at 9-30-2014) holds no relevance for your comment. Thanks for the chuckle.

  • hopefully_right hopefully_right Mar 23, 2015 11:06 AM Flag

    Knowing where Frost came from and the obvious Kirk link, it will be hard to imagine that HALO does not end up partnering with XON/ZIOP/MDA for CAR-T, not that HALO has to be exclusive in this arena.

HALO
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