Not happening in EU until they solve the Tauropharm IP issue. CEO Milby's comments on CC re: same were enlightening. It seems they prefer the carrot to the stick. Of course, it is always good to have both in your hand whilst prodding a stubborn Germanic mule.
Pretty good call. I am encouraged that they are discussing the PATH issue. 5 additional years of exclusivity would be a MAJOR PLUS.
I still believe that these guys will deliver something of value tonight. I am betting sales are mediocre at best but hoping we get news on FDA/label expansion/partnering and/or IP issues.
I am hoping that they update us on Middle East and that we get substantitive news on the FDA side. We could also use an updarte on lavbel expansion and what (if any) progress has been made on IP issue. Friday is drawing near. Let us hope we some sunshine cuts thru the fog.
I think the Neutrolin property is valuable given the potential market size, lack of competitors on the horizon (domestically), and the potential for an additional 5 years of exclusivity. The EU is more irksome. Why the heck they have not filed a lawsuit against the TauroTjhieves (or settled) a year after Mark approval is beyond me. Valuation remains quite cheap. Hopefully they can ink a "name" U.S. partner as some point and the Street may finally take notice.
AWWN--what we really need is someone to elucidate the path forward re: a focused and efficient paradigm shift. Barring that, a deal or two, some FDA news, an update on label expansion, and/or initiation of a lawsuit would sure help get some interest back in this ghost town. : ]
"ZIOPHARM, together with our channel partner Intrexon Corporation, continues to advance a portfolio of immuno-oncology programs, with the goal of enabling a paradigm shift in cancer treatment," said Jonathan Lewis, M.D., Ph.D., chief executive officer of ZIOPHARM. "We continue to work at a rapid pace toward elucidating the enormous potential of the transformative technology driving this pipeline in a data-driven and efficient manner. We also look forward to a number of important, value-creating clinical, preclinical and strategic milestones over the balance of the year and beyond."
I wish there was less elucidating re: paradigm shifting and transformative technology and more substantive action toward a partnering. It is overdue.
Well, there is the FDA trial update, a potential lawsuit or resolution with Tauropharm, potential GAIN Act status, label expansion news and (maybe, just maybe) our long awaited 2nd quarter multiple deals.
I think (hope,pray) that they are likely making progress on the FDA and delisting issues. Hopefully distribution agreements complete the trifecta. We will see. CC in two weeks.
It is time for Milby and Co. to deliever something ----we have had mark approval for over a year.
Hopefully we get news on:
1) FDA trial submission
2) One or more commercial deals in EU, Asia or ME
3) The launching of a lawsuit vs. Tauropharm
4) Label expansion efforts
5) A (Wall Street) coverage pick-up or two
Concur with your sentiments. I guess we have breast, melanoma and (don't forget) SCLC data due at some point. Very hard to understand this company from the outside. I really wish they would do an in-depth investors' day and bring Kirk in to share his vision. I remain hopeful that the Intrexon platform has created value over the last 3 years and some Big Pharma with deep pockets will help move the programs forward. They have discussed 8 potential INDs short term but ZIOP is far too small and thinly capitalized to go it alone. We need a deal to validate the technology and firm up the balance sheet. IF, IF, IF that transpires, the squeeze would be EPIC (Humongous? Ginormus?) .
Nice to see. Hopefully CEO Milby finally inks the long awaited deal. BTW, do we have any sales in ME yet? CMON guys!!!!!!!!!!!!!!!