This is a hard one. The amount raised is not nearly enough to secure a reasonable runway. It is as if someone gave them enough to get to an inflection point then will reevaluate.
Concur. ZIOP's kitchen is too small to turn out as many cakes as will be required to plant one's flag in this space as a leader. Also, there is a shortage of pastry chefs and XON/ZIOP do not have deep enough pockets to lure the best of breed to their kitchen.
I think if not tomorrow, we will have to wait until Jan. Very little gets done in M & A over that last week.
It would be nice to see
1) Fast track granted
2) QIDP granted
3) A fat middle Eastern deal inked.
Perhaps; all of the above--- a man can dream!
Well, my bet is IF IF IF there is any real news, we will likely see it announced prior to the JPM conference. Kite is flying, BlueBird is soaring, ZIOP is still on the launching pad.
Can a falcon eat a bluebird?
Financing structure (ratchet etc.) will keep a cap on this for the time being. There will remain a very large overhang until we get some meaningful news.
Agree. That was a tough piece of financing and the "new guys" have very little incentive to see this higher in the short term. I hope the deal bought us enough time to get an FDA nod.
Very few folks even know that this stock exists. There is ZERO institutional support so it will trade as it trades. Fast track?QIDP ? next up(hopefully). If garnered; partnering should be easier.
Quite a battle with 4.02 being the contested space. Not much time left on the clock. Shorts will do everything in their power to make sure ZIOP does not get exercise $$$$. Let's see if RJ Kirk has a secret weapon..............
Interesting to see the Intrexon folks getting a byline. Suma is the COO's spouse. Reed is a founder. Maybe, just maybe they have something.
My bet remains an eventual buyout by GE. The only question is timing and price.
I agree but am waiting until after the swiss vote. A thumbs down there likely puts gold under short term pressure. I think we hit the lows mid December as the tax loss selling crescendos.
Mr. Kirk could have let little ZIOP implode and picked up the carcass on the cheap. The fact that he didn't speaks volumes as to the man's character.