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Amgen Inc. Message Board

rob_cos 11294 posts  |  Last Activity: 7 hours ago Member since: Dec 31, 1997
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  • Yet another ZIOP higher high/low...ZIOP recommended by Stan Weinstein (The Micheal Jordan of technical analysts) - He is followed by every major hedge and mutual fund - with the XON call Monday shorts would be wise to cover. ..Also one of two cheap biotech buyout candidates in article at bottom of this post

    Recommended by Stan Weinstein (The Micheal Jordan of technical analysts) -He is followed by every major hedge and mutual fund
    Buy 14.40

    Yet another higher high and higher low today....5th consecutive higher high.......Once we print a new high this will be off to the races....shorts would be wise to cover before the XON call Monday.
    Here's the link to "101 Reasons to Own ZIOP"....the prediction of Bill Miller commenting on ZIOP at Delivering Alpha and the wedge and P&F breakouts predicted already have happened....more reasons here:

    this weekly candlestick chart as well as the 1.0 Dorsey Wright P&F chart are things of beauty....we also broke the wedge/triangle from the "101 Reasons to Own ZIOP" posted when stock was $11 as well.....
    Hey I am mostly a fundamental guy - and ZIOP's fundamentals have never been better, the 4 recent transactions (including hiring Dr Cooper as CEO) in the first half of the yr, the selection of the CAR T targets and payment of $57.5 million to ZIOP and the prospects for data and deals this yr - well that combining with a positive technical environment and all time high short interest that has doubled since Oct. despite the stock more than quadrupling with every short $1 away from being underwater and half being $6 or more underwater.....well that is the perfect storm...so yes we like the breakout from the wedge/triangle, the Ascending triple top breakout on the 1.0 P&F and the higher highs and higher lows the past few days combined with a beautiful cup with handle....I will take that on top of tamazing fundamentals & the"101 Reasons to own ZIOP" SEE INVESTORVILLAGE ZIOP BOARD FOR LINKS TO "101 Reasons" & ZIOP buyout article

  • Reply to

    Question

    by stockup98 Aug 1, 2015 2:46 PM
    rob_cos rob_cos Aug 1, 2015 7:08 PM Flag

    From the "101 Reasons to Own ZIOP" posted when stock was $11 a few weeks ago - link is available on Investorvillage ZIOP board

    32.An ever present concern of investors in small, pre-revenue stage biotech companies is that their company will need to raise cash and thus dilute existing shareholders...Investors in ZIOP can breathe a sigh of relief because the company currently has sufficient cash to fund its operations well beyond 2017. Furthermore, they also have installed a brand new ATM in their back office that will dole out cash to fund the company's future development needs for years to come...And best of all, this cash infusion will not penalize its shareholders with dilution. In other words, ZIOP investors need not worry about future secondaries! So what exactly is this ATM? For answer, see #33 below:

    33.This past March, Kirk delivered Transaction #2 when Intrexon signed a very lucrative agreement with Europe's Merck Serono to develop CAR-T therapies for MS with its technology partner, Ziopharm...It is a testament to the value of the two companies' underlying technology that MS agreed to pay an upfront fee of $115 million to XON and ZIOP + another $826 million in milestone(s) payments + tiered royalties...and all this for developing therapies for two initial cancer targets! Furthermore, MS has the right of first refusal on any additional therapies that XON / ZIOP may develop for other cancer targets. Of course should MS decide to buy manufacturing and distribution rights for therapies other than the initial two targets, they will have to dole out additional cash to XON and ZIOP. That's the Cash ATM we alluded to above!

  • Reply to

    Question

    by stockup98 Aug 1, 2015 2:46 PM
    rob_cos rob_cos Aug 1, 2015 6:47 PM Flag

    Plenty of cash and just got more from Merck when they picked the 2 CAR T targets. No secondary next 2 yrs at least imo. Likely sale of ZIOP this yr though. I suggest you go to the investorvillage ZIOP board and get the link to "101 Reasons to Own ZIOP" - which yahoo does not let you post

  • Cup with handle breakout on monthly and intraday charts...broke wedge/triangle to upside following recent Ascending triple top breakout on 1.0 P&F.....New HIghs coming with short interest at all time highs.
    See investorvillage ZIOP board for charts and comments and 101 reasons to own ZIOP links that can't be posted here.

  • First close over $13.00 in over 4 months since mid march....it shouldn't be long now.

  • Kirk is about to destroy the ZIOP and XON shorts....I can't post the charts or the links to "101 Reasons to Own ZIOP" as they don't let you here....MAKE SURE you visit investorvillage ZIOP board for the breakout charts posted there and the MUST READ "101 Reasons to Own ZIOP" link - do it now

    Seriously this idea that shorts are all knowing and never get hurt is ridiculous....time and time again shorts lose in a big way on news and deals throughout the market.....short funds have underperformed for yrs...in biotech they have occasional wins but also huge losses - more losses than wins the past few yrs...This is particularly the case when they are lazy - shorting a myth like the BS that Kirk is a fraud (when in actuality he is the least promotional CEO/Chairman I have ever seen in 25 yrs of investing often not announcing news others would blare through a trumpet}....They have simply not done enough due diligence....this week I spoke to 2 large ZIOP/XON investors who spoke to two XON/ZIOP shorting funds....the rationale of the shorts for their short position amounted to incomprehensible blather....neither had talked to Kirk, Cooper, Krishan,...the buzz becomes short ZIOP so they do....then there are a few who just have a personal vendetta against Kirk.

    What I find stunning is the repeated drum beat of how the shorts control this stock - ummmmm the short interest has doubled since October...but the stock has not been controlled - no it has quadrupled (really 5x's) since the lows despite the sale of another 17 million shares they don't own bringing total to an untenable 33 million....sure can they use fire power to knock it under 13 a few times....yeah...let them...today another higher high and higher low and another intraday cup with handle....a coiled spring with the short interest about equal to the real float.....$1.50 away from everyone of the 33 million short shares being under water - and about half with like an $6 or more loss.....so whose controlling who....I say the shorts are controlling until Kirk decides they won't - just like he did in January....Stay alert....this one will be even more dramatic than the January move.

  • PR issued
    ZIOPHARM Announces Orphan Drug Designation for Ad-RTS-hIL-12 in the Treatment of Malignant Glioma
    BOSTON, July 24, 2015 (GLOBE NEWSWIRE) -- ZIOPHARM Oncology, Inc. (Nasdaq:ZIOP), a biopharmaceutical company focused on the development and commercialization of new cancer therapies, today announced that the U.S. Food and Drug Administration (FDA) has granted Orphan Drug Designation for Ad-RTS-hIL-12 + veledimex in the treatment of patients with malignant glioma. Ad-RTS-hIL-12 is a novel gene therapy candidate for the controlled expression of IL-12, a critical protein for stimulating an anti-cancer T cell immune response.

    The FDA's Office of Orphan Products grants orphan drug status to support development of medicines for underserved patient populations or rare disorders affecting fewer than 200,000 people in the U.S. Orphan Drug Designation provides eligibility for a seven-year period of market exclusivity in the United States after product approval, an accelerated review process, accelerated approval where appropriate, grant funding, tax benefits and an exemption from user fees.

    "Malignant glioma is an aggressive cancer with few treatment options," said Laurence J. N. Cooper, M.D., Ph.D., Chief Executive Officer of ZIOPHARM. "This designation supports our effort to advance Ad-RTS-IL-12, a novel immuno-oncology therapy which has demonstrated promising preclinical efficacy in brain cancer, as a potential treatment for this indication. Enrollment in our Phase 1 study is progressing well, and we look forward to early results from this clinical trial later in the year."

    Ad-RTS-hIL-12 + veledimex is currently being studied in a Phase 1 trial designed to examine a gene therapy treatment strategy for high grade gliomas, with the goal of generating an anti-tumor T cell immune response. The primary objective of the study is to determine the safety and tolerability of a single intra-tumoral Ad-RTS-hIL-12 injection plus escalating oral veledimex doses. Secondary objectives are to determine the veledimex maximum tolerated dose, the immune responses elicited by Ad-RTS-hIL-12 and veledimex, and investigator assessment of response, including the tumor objective response rate and progression-free survival, and determine overall survival, among other measures. The study is expected to enroll up to 72 subjects at up to 12 leading treatment centers.

    About ZIOPHARM Oncology, Inc.:

    ZIOPHARM Oncology is a Boston, Massachusetts-based biotechnology company employing novel gene expression, control and cell technologies to deliver safe, effective and scalable cell-based therapies for the treatment of cancer. The Company's synthetic immuno-oncology programs, in collaboration with Intrexon Corporation (NYSE:XON) and the MD Anderson Cancer Center, include chimeric antigen receptor T cell (CAR-T) and other adoptive cell based approaches that use non-viral gene transfer methods for broad scalability. The Company is advancing programs in multiple stages of development together with Intrexon Corporation's RheoSwitch Therapeutic System® technology, a switch to turn on and off, and precisely modulate, gene expression in order to improve therapeutic index. The Company's pipeline includes a number of cell-based therapeutics in both clinical and preclinical testing which are focused on hematologic and solid tumor malignancies.

    Sentiment: Strong Buy

  • Almost certainly ZIOP has shared some early Brain Cancer Data (Open Label interim) on some patients with in-operable glioblastoma with the FDA.....

    Two arms to the trial - I have to believe at least a few of the inoperable brain tumor patients have shown progress....I talked to Dr Cooper Monday and Kirk in May and both were VERY excited about the Glioblastoma trials and remember Lewis comments that he expects very positive IL-12 results.....this is all coming together. Tick tick tick for this insane short interest. THIS ORPHAN DRUG STATUS FOR A DRUG WHERE WE HAVE NO PUBLISHED HUMAN DATA IS AMAZING. Cooper was also excited about additional mouse data in this indication....I would think we should see that soon.


    Glioblastoma data (Orphan Status Granted) comments reasons 57-58-59 from "101 Reasons to Own ZIOP" including likely SNO data venue in November......

    See Investorvillage ZIOP board for link to the FULL"101 Reasons to Own ZIOP"

    57. ZIOP has initiated a highly anticipated Phase 1 Study of IL-12 Gene Therapy in Recurrent or Progressive Glioblastoma/Gr.III Malignant Glioma this year that could solve the blood-brain barrier issue other GBIM therapies have encountered.
    58. XON & ZIOP executives appear unusually excited about this Glioblastoma IL-12 trial. During the March XON Q1 earnings call Kirk stated: "We are VERY excited about ZIopharm's GBM trial." Dr Cooper has stated that interim results should be available later this year...The most likely venue appears to be at the Society of NeuroOncology meeting Nov 19-22 in San Antonio (see Investorvillage ZIOP board for link to SNO meeting)
    59. The fact that a large number of very prestigious institutions are conducting the Glioblastoma trial adds credence to the underlying science. Hospitals where the trials are being conducted include Stanford School of Medicine, Dana Farber Cancer Center (Harvard), Northwestern Memorial, The University of Chicago Pritzker School of Medicine and Cedars Sinai. These institutions clearly understand the value that gene therapy could bring to this very difficult and still unmet medical conditions.

    All 101 reasons here: http://seekingalpha.com/instablog/6566781-options2wealth/4175505-101-reasons-to-own-ziopharm-oncology-ziop
    ____________________________________________________________________________

    FDA website - Ziopharm Oncology's (ZIOP) Malignant Glioma Treatment Receives FDA Orphan Drug Designation

    Generic Name: Adenoviral vector-RheoSwitch Therapeutic System-human interleukin 12 + veledimex
    Trade Name: n/a
    Date Designated: 07-23-2015
    Orphan Designation: Treatment of malignant glioma.
    Orphan Designation Status: Designated
    FDA Orphan Approval Status: Not FDA Approved for Orphan Indication
    Sponsor: Ziopharm Oncology, Inc.
    One First Avenue
    Navy Yard Plaza
    Boston, MD 02129

    The sponsor address listed is the last reported by the sponsor to OOPD.

    Streetinsider
    Ziopharm Oncology's (ZIOP) Malignant Glioma Treatment Receives FDA Orphan Drug Designation
    Ziopharm Oncology's (NASDAQ: ZIOP) Adenoviral vector-RheoSwitch Therapeutic System-human interleukin 12 + veledimex has received FDA orphan drug designation.
    Adenoviral vector-RheoSwitch Therapeutic System-human interleukin 12 + veledimex is indicated as a treatment of malignant glioma.

    Sentiment: Strong Buy

  • CNBC said Bill Miller coming up (10:45 am eastern from Delivering Alpha) & yesterday Kelly Evans said "were gonna talk some synthetic bio with Bill Miller" - His only two Syn bio stocks are ZIOP & XON...both he mentioned with Kelly previously.....

    This is a HUGE win for us that Kelly Evans is moderating....REMEMBER - she is the one who asked Miller the XON/ZIOP on the video replay in Reason #22 in the "101 reasons" link copied below.......

    (See investorvillage ZIOP board for link as yahoo doesn't allow them)

    She said on the air "were gonna talk some synthetic bio with Bill Miller" ....he's only got 2 syn bio stocks - XON and ZIOP

    10:45-11:15 a.m. TALKING STOCKS & BONDS
    Moderator: Kelly Evans, Co-Anchor, "Closing Bell," CNBC
    Panelists:
    • Jeffrey Gundlach, Chief Executive Officer and Chief Investment Officer, DoubleLine
    • Bill Miller, Chairman and Chief Investment Officer, LMM LLC

    ******And don't forget to review the "101 reasons to own ZIOP" before the interview*****
    (See investorvillage ZIOP board for link as yahoo doesn't allow them)

  • Reasons To Own Ziopharm Oncology (ZIOP)

    Many of you may remember in 2004, I wrote the "50 Reasons to Own CELG" and a later more formal improved version in September 2005 “100 Reasons to Own CELG" which I penned together with my brilliant and highly respected co-author JBWIN. Since then CELG has been one of the top performers in the market and is currently trading at 10 times the value of where it was trading when the first list came out.

    I have always considered the “Reasons to Own” list to be a very special vehicle to be used only on very rare occasions – perhaps once a decade – for a stock at the right place at the right time….I decided after the MD Anderson, Merck and NCI deals the time was right for such a list for ZIOP but I needed to again find a co-author of great intelligence, integrity and with a great track record who also believed in ZIOP as much as I did….As Karim (“Options2Wealth”) describes in the article, I met him virtually after posting comments on ZIOP under his brilliant Jan blog “Ziopharm is the Stock To Watch” . He came to the opening night of my Vegas meeting and after 100+ emails, many phone calls and 3 in person meetings I realized this is one of the most brilliant investors I have ever met as well as a gentleman and all around great guy….he is the guy I have posted about that turned $10,000 into one million dollars In 6 months posting each trade on his blog before he executed. Discovering that this brilliant investor who also loved to blog about stocks and the market agreed with me on ZIOP’s potential, well I couldn’t have asked for a better co-author of this important list….here you go….

    Since the list is to big for yahoo please go to Seekingalpha Options2Wealth blog its his latest article....the link is also posted on the Investorvillage ZIOP board (yahoo doesn't post links)....a must read go track it down....

  • Must read the new SA CRMD article countering the MANY lies in the Pumpstopper article

    Go to seeking alpha and read today's CRMD article (also see discussion on InvestorVillage CRMD message board.

    CorMedix: The Truth About Neutrolin, Future Standard Of Care

  • rob_cos rob_cos Jun 30, 2015 6:14 PM Flag

    Not true - you made this up - even added the time stamp - good for you.

    Don't see it - BS. Or a red herring and really European company...Something big is coming but I am not buying that its XON taking ZIOP over.

  • Reply to

    Countering the lies & distortion in the SA article

    by rob_cos Jun 30, 2015 10:03 AM
    rob_cos rob_cos Jun 30, 2015 10:03 AM Flag

    7. As a private company Tauropharm has vast outlets, distributors and bank accounts in the Middle East, ex Bahrain, UAE etc as well as in Asia, Africa and South America and large amounts of revenue that dwarf the amount cited in this piece likely escape their GmbH filings in Germany and require careful investigation

    8. The outcome of both the patent and the unfair competition cases are far from a foregone conclusion but CorMedix believes we have evidence that clearly demonstrates that they misappropriated both critical and essential information and data from Biolink triggering German unfair competition laws as well as violate our parents which although they believe are obvious we firmly maintain are novel and believes we can make a very persuasive case they are.
    Let's allow the applicable courts to decide after hearing and reading all the evidence

    Hope these truth points are helpful to counteract the large volume of baseless untruths presented in this piece

  • Summary of counterpoints to the lies, misturths and exaggerated affiliations....


    I am not dodging questions I have better things to do with my time - the "research" in this article was fed to you - it is clear as you do not even have a true grasp of QIDP....like the bash pieces on CELG, Clinical Data, ACAD, AGIO and others after runs...there is enough info to make unsophisticated investors cower....but when you did in the distortion and lies and emphasis on things like LR make it clear....After a cursory review - so many of the points made were simply untrue and absurd, my counterpoints are:

    1. CorMedix has never filed for bankruptcy, there would be public filing and there isn't

    2. CorMedix was never a "shell company" controlled by Lindsay Rosenwald it was an IPO with a filed S1 on record with the SEC

    3. The company and its assets have had numerous documented offers when it was a private entity and its untrue that they haven't

    4. Heparin is the official comparator approved in the protocol by the FDA along with strict aseptic technique in both arms There are no antibiotic catheter lock solutions approved in the U.S. and Citrate locks are not approved in the U.S. these assertions continue to be baseless that there is some novel comparator available that CorMedix is not employing in the study

    5. Both gentamicin, tetracycline derivatives and other antibiotic catheter lock solutions just aren't approved nor are they recommended for use in the U.S. By any competent authority This is simply not true Some studies were done at places like Henry Ford hospital but neither FDA nor CDC has sanctioned the use of these antibiotic catheter locks Neutrolin is an anti microbial and not an antibiotic and the reason the FDA has granted Fast Track status and QIDP is for the precise reason that they want an anti microbial solution that hasn't shown any resistance in humans as gentamicin and tetracycline derivatives have Coating catheters with silver and other derivatives may help prevent catheter exit site infections but does not prevent CRBSIs or intraluminal catheter infections

    6. If you look at the company's CRMD's capitalization table Lindsay Rosenwald owns less than 2% of CRMD and John Carris owns 0% and simply was a broker participating in a very small financing a long time ago This is simply misinformation Neither Lindsay nor John Carris have any representation at all on the board or in management. The fact that so much of this article was about these guys shows you what this article is. Its purpose is to distort the truth, not discuss the positives of the company like QIDP and Fast Track and FDA approved protocol and focus investors on one guy who has no involvement with company except a small passive

  • Talked to some Wall St heavyweights...universally positive that the JUNO deal (&more than double current stock price paid by CELG for some shares) is good for space and ZIOP...I added a lot after hours....

    .... all agree this deal is great for the other gene therapy companies particularly KITE and ZIOP/XON (not so much BLUE as it appears CELG may have left BLUE behind to join JUNO).....everyone feels there at least 10 Big Pharma/Big Bios looking to get in space and very few left.

    “The price of real estate just went up”…..”Scarcity Value just increased”…”Big Pharma urgency just went up a notch”…..”any deals in negotiations just got more lucrative.” “Some are short both JUNO and ZIOP – risk managers may be tapping them on the shoulder”

    GREAT news for small caps imo.

  • Talked to former CEO Jonathan Lewis today - never heard him more bullish....he has to exercise his options within 90 days of when he left.....
    he filed a form 144 that shows registration of shares for sales but he specifically told me he has no intention of selling all his shares as he is as bullish as ever - not just in CAR T and TCR but even in IL-12 and brain cancer trial. He has gone on record with an analyst last week that he is bullish even on IL-12. He intends to exercise every option - in my opinion he will hold the majority of stock - perhaps selling enough to cover the exercise cost and maybe taxes. But given his level of excitement I do not see him selling at the current $11/$12 area. Don't expect it. The filing is to get ready for the exercise which he must complete in 90 days. Do not read into it that he is selling all these shares.

    I reminded him that ZIOP was my top pick in the $9 area in may and he thought that was wise and he told me he still thinks it should be my top pick here at $11 and $12. He is VERY bullish - what surprised me is how bullish he is even for IL-12.

  • Dr Cooper meeting with funds on a bus tour this week. I met him at JP Morgan mtg & he is brilliant...with this data and the deals.....
    ...I believe he will sway the long funds to get longer and the smarter short funds to cover and go long....expect run to continue not only because of technical setup which is great but because of Dr Cooper having a forum to explain why Seeping Beauty/XON/ZIOP will be the leader in the field.

  • See my post 20763 on ZIOP investorvillage board too big to post here....takes awhile to open as I pasted many articles. MUST READ

  • rob_cos rob_cos Jun 15, 2015 1:25 PM Flag

    50% of ALL patients in Complete remission with Sleeping Beauty even BEFORE Rheo Switch and other XON/ZIOP tech added.

  • rob_cos rob_cos Jun 15, 2015 1:25 PM Flag

    Huge news this weekend out of EHA

AMGN
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