Motley Fool By: Jeremy Bowman March 7, 2013
Overall, the report looks strong with the company showing positive data from a phase 2b study of CDX-011 in metastatic breast cancer, as well as encouraging survival data from phase 2 studies of rindopepimut. The company's cash position also improved over 2012, adding $30 million through additional financing, which management said will "support operations and clinical development through 2015."
Seeking Alpha Updated March 7, 2013
Ziopharm: What Are The Odds Of The Control Group Outperforming?
By: David Sobek
When all is said and done, it appears well within reason that the PICASSO III trial will hit its endpoints and will be a success. Even using very conservative estimates of the control arm and enrollment figures, we get very close to the timing of the last progression event. Is it an absolute slam dunk that the data works out? Of course not but taking all of the information we have about previous trial experience with doxorubicin, the enrollment timelines, and expected hazard ratio, it appears that the odds of successes are higher than that of failure. With the company trading at only a $370 million market capitalization and with 23% of the float short, it looks like a favorable risk/reward for ZIOP bulls.
Jags Report 3/1/13. Doing DD. This is Extreme Undervalued.
By Brian Orelli | More Articles | Save For Later
March 1, 2013
Unfortunately, management was light on the details last night beyond qualitative comments such as CEO Joseph Zakrzewski saying, "we're pleased to-date with the progress that our sales representatives are making out in the field."
I don't expect a company to give full-year guidance after a drug has been on the market for a month. If management did give guidance, it would likely be completely useless since any smart management team would be insanely conservative with their guidance. Regeneron Pharmaceuticals (NASDAQ: REGN ) raised guidance for its macular degeneration drug, Eylea, four times last year. That's not guidance; that's guesses. And bad ones at that. Eylea sales were five times higher than initial estimates.
do the DD guy there are very valid reason. Old CEO was on ego trip no big company wants to deal with that. Now he is gone. great buyout potential here
he does seem like he has big ego.. no wonder they didn't want to deal with him. I see buy out written all over this now.