Recent

% | $
Quotes you view appear here for quick access.

Amgen, Inc. (AMGN) Message Board

rob_cos 277 posts  |  Last Activity: Apr 17, 2015 1:38 PM Member since: Dec 31, 1997
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • rob_cos rob_cos Apr 17, 2015 1:38 PM Flag

    AACR this weekend - Kirk deal next week...last chance to buy ZIOP and XON down here. See investor village for great summary of what is coming on ZIOP board

  • Last chance for $ZIOP & $XON shorts to cover before AACR this weekend and RJ Kirk XON-ZIOP blockbuster deal next wk. Warned them at 2.50 to cover in October with Kirk saying there were significant transactions underway....Then MDA deal in Jan and boom over 10...Now we have MerckS and NCI - Dr Steven Rosenberg as well - with another deal next week if you listen to Kirk and the cancellations this week. LOAD ZIOP and XON into this AACR weekend and deal next week

  • Load $ZIOP $XON @MDAndersonNews big AACR this weekend. 2 cancelled conferences BIG deal coming SOON.. Kirk deal coming next week during AACR....just like JP Morgan. MD Anderson (largest cancer clinic in the world) - Merck S - NCI-Rosenberg (most important UG gov't cancer group with Dr Steven Rosenberg the Godfather of CAR T needing Rheo Swtich - so do KITE, JUNE, BLUE, BLCM - More deals coming as are all time highs for ZIOP XON......buy this market and option expiration and biotech dip TODAY....Something could be annouced over the weekend.

  • Any short who pits his rank speculation against Kirk’s informed judgment will certainly deserve whatever result he obtains!

    Kirk has told all ZIOP investors everything they need to know...why shorts & some longs don't believe this man with his track record at Scios. New River, Clinical Data (and now with XON/ZIOP with the MD Anderson, Merck S and NCI/Rosenberg deals is the real head scratcher...
    Everything I posted about since oct is happening.Kirk told u they just passed ALL in CAR T and no one believes him just like they didn't when he said"significant transactions underway" in November (then delivered the blockbuster CAR T deal with the biggest cancer clinic in the world) and he has told us more announcements in "days weeks months" . I think within the next 2 weeks (most likely next week) there will be another big announcement given ZIOP CEO canceling the Harvard and Jeffries imunno-oncology presentations...they have to be in VERY late stage discussions imo

    the highest Love that the short interest is over 20 million of this tightly held company into Kirk's next announcement ....Anyone who thinks there is not more coming is just not following closely enough to what Kirk and Lewis have been saying.


    This (lack of any REAL due diligence and not believing the very accurate truth that Kirk tells everyone BEFORE the actual news comes) has actually been the demise yrs ago to people who shorted Kirk investments New River, Scios, Clinical Data and more recently ZIOP and XON....like leading lambs to the slaughter....this will end very badly for the lazy shorts who did not go to the breakout sessions at JPM or talk to Dr Cooper and understand how many Big Pharma's after 9 months due diligence wanted what MDA gave XON/ZIOP....."we chose Intrexon and ZIOP, there were many other interested companies"

    Yes - I love where the short interest is at a going into the next announcement....we have more than quadrupled since they didn't do the work, didn't listen to Kirk in No

  • rob_cos rob_cos Apr 16, 2015 10:51 PM Flag

    ZIOP owns the rights to every human cancer drug XON ever invents for infinity....Bill Miller says XON is the stock for the next decade...he's right....but ZIOP right now is so undervalued you have to own both...Next deal - which I think is coming in next 2 weeks given the cancellations....probably next week....will finally get ZIOP closer to the 20s

  • If you have in the money long calls expiring tomorrow & u have decided to exercise....EXERCISE DURING THE TRADING DAY TOMORROW.......I did today with 1000 calls & added 100,000 shrs at $1, $2 & $3....

    Had 250 April $1 calls bought when I was pounding the table in October when stock was $2.50.....In my IRA so now another 25,000 shares are non borrowable......Then I converted 450 April $2 and 300 April $3 calls into another 75,000 shares in my margin account...right after I did this is when ZIOP went over $12 today..... Stock was TAKEN midday from call writers....if they were NAKED call writers they immediately became short and some might have been forced to buy....I strongly believe we have news next week or the week after (favoring next week) given the dual cancellations of very important meetings last minute...

    IF you have decided to exercise you April in the money long calls - please call your broker by mid day and do it DURING THE TRADING SESSION.....When I did it my margin availability actually went up because I was paying $1, $2, $3 for the stock and even though it was using margin I was getting stock just under $12....lets put a little pressure on the shorts and naked call writers....exercise during the trading session tomorrow.....XON and ZIOP imo tomorrow last chance to smarten up and cover this ridiculous 20 million + short interest of this closely held stock....RJ Kirk is about to deliver the knockout punch to them....we should be up $4 or $5 on the Merck/NCI deals...shorts just have not done enough due diligence....the next deal we get a pop for the pending deal and some pent up upside from the NCI/Rosenberg deal in my opinion. All time highs coming....The Vegas Celebration might just include a bigger ZIOP celebration than originally anticipated for the 170 investors attending.

    XON also will be much higher by the summer and Bill Miller may be right - it could be the stock of the decade

  • Reply to

    ZIOP must have components for CAR T companies

    by gbturner79 Apr 15, 2015 8:45 AM
    rob_cos rob_cos Apr 15, 2015 9:58 AM Flag

    $ZIOP $XON shorts have until Friday to cover. Option volume & 2 cancelled presentations means deal soon - probably monday morning announcement

  • Great close with stock/option volume pouring in...Shorts shorted hard mid day and lost...20 mill+ shorts are in some big trouble imo....they may only have until Friday to cover.....GREAT CLOSE

  • Deal coming imo - Confirmed (multiple parties for both) ZIOP not only cancelled the coming out party at Jefferies Immuno-Oncology Summit, - but also today's (Tues) Cancer Advance Boston appearance....

    Deal and all time highs coming IMO....ZIOP cancelled the presentation Weds at the important Jefferies Immuno-Oncology Summit, Boston 4/15 & confirmed with 3 people the presentation at Cancer Advance Boston (see bottom of post for details) ZIOP appearance also cancelled

    Deal coming imo in the next few weeks....late stage heavy negotiations IMO caused this cancellation of the ....next deal sends us to ALL TIME HIGHS and there is a possibility those deal discussions have turned into takeover discussions......its CRAZY this stock is still $10 after the NCI deal with Steven Rosenberg the Godfather of CAR T. Round out you positions...Shorts one warning and I am serious...cover now.

    Cancer Advance Boston will hopefully kick off the information season in biotech.
    Cancer Advance Boston - April 13, 2015

    1:50-2:30 pm Paradigm Shift: T Cell Therapies
    Arie Belldegrun, Kite Pharma;
    André CHOULIKA, Cellectis;
    Tom Farrell, Bellicum Pharmaceuticals;
    Jonathan Lewis, Ziopharm Oncology (CANCELLED)

    Moderator: Biren Amin, Jefferies

    Sponsored by:
    Pfizer, H3biomedecine
    Clarion Healthcare LLC, Foundation Medecine, EMD seron
    Cancer Advance Boston Brings Together Leading Oncology Experts on April 13th and 14th

    Prominent academics, leaders of the biopharmaceutical industry and key investors will gather on April 13th and 14th for Cancer Advance Boston, a networking conference of the Boston Biotech Conference series. Cancer Advance Boston will take place at the Joseph B. Martin Conference Center at Harvard Medical School and will focus on the latest developments in oncology R&D.

    Panels will discuss compassionate use, immunotherapy (including T cell therapy), combination therapy, building successful partnerships, biomarkers and more. Panelists include Rafael Amado (Adaptim

  • rob_cos rob_cos Apr 5, 2015 7:53 PM Flag

    "Superstar" in CAR T Rosenberg choose ZIOP and XON. So did MD Anderson the largest cancer clinic in the world. And Merck S....who has Ph 1 and Ph3 IL-12 trials...its all fitting together like a puzzle

  • Med Tech Stock Letter...ZIOP-ZIOP/XON Form Significant Partnerships With Merck KgaA & NCI CAR-T Superstar Rosenberg for SolidTumors-holy grail of gene therapy for solid tumors is a potential game changer for ZIOP and their shareholders...

    ZIOP-ZIOP/XON Form Significant Partnerships With Merck KgaA & NCI CAR-T Superstar Rosenberg for SolidTumors–ZIOP’s partner Intrexon(XON) has delivered two more exciting collaborations that ZIOP receives 50% of all assets and economics. The fact that the deals were both primarily announced by XON(and not ZIOP)has caused a bit of confusion. For example, the NCI press release is technically only able to list one company. Both of these deals validate and add value to ZIOP. While the deal with MerckKgaA would appear to be more valuable, the goal of the NCI partnership to target solid tumors has the potential to be a gamechanger.
    The Corporate Deal–Merck- Serono, MerckKgaA's R&D arm, will pay Intrexonan up front payment of $115million. For the first two drug candidates selected, Intrexon will receiver search funding and is eligible to receive up to $826 million in development, regulatory and commercial milestones, as well as tiered royalties. Inaddition, Intrexon is also eligible to receive further payments upon achievement of certain technology development milestones. The targets for the two new drug candidates have not been disclosed.

    The NCI Partnership Intrexon has signed a Cooperative Researchand Development Agreement(CRADA) with the National Cancer Institute (NCI), part of the National Institutes of Health, for the development of adoptiveTcell therapies utilizing the RheoSwitch(RTS) platform for the treatment of solid tumors.The principal goal of the CRADA is to develop and evaluate improved adoptive cell transfer-based immunotherapies (ACT) using NCI proprietary methods for the identification of autologous peripheral bloodl ymphocytes(PBL) possessing naturally occurring anti-tumor activity combined with Intrexon's RTS gene switch for introducing spatially and temporally controlled interleukin-12(IL-12) expression.

    The CRADA will be run by a CAR-superstar, the NCI’s Steven A. Rosenberg, who will be the Principal Investigator for the study. Gregory Frost, Senior Vice President and Head of Intrexon's Health Sector, will serve as co-investigator. Rosenberg is a true leader in this revolutionary field and has delivered favorable data using IL-12 to treat melanoma with a v very impressive 63% response rate, but had to stop because of excessive toxicity. Rosenberg and the NCI clearly need RTS and its ability to control the dose or turn off gene expression to safely mange the inherent toxicities than come hand in hand with the therapy’s amazing effectiveness.

    ZIOP and their partner, Intrexon have now signed three significant partnerships in just three months–M.D.Anderson, Merck-Serono, and the NCI–since XON’s Chairman, R.J.Kirk, publically said the companies would deliver multiple deals last December. The confusion of ZIOP’s name not being on the press releases may have contributed to the stock’s recent weakness, along with group pulling back. These partnerships are both important for ZIOP and have added value that,in our view, is not being fully reflected in the stock’s price. The fact that the NCI chose ZIOP/XON and RTS to tackle the holy grail of gene therapy for solid tumors is a potential game changer for ZIOP and their shareholders .ZIOP is a BUY under 9 with a TARGET PRICE of 14.

  • rob_cos rob_cos Apr 2, 2015 10:50 AM Flag

    And XON has 125 Switches - XON and ZIOP have moved ahead of all now with AMAZING MD Anderson (most prestigious and largest cancer clinic in the world) and NCI (most important US cancer agency - the gatekeeper of CAR-T) and Merck S. Shorts can play and send their short grunts...but just like during the quadruple of ZIOP from 2.50 to 10 since Oct...RJ Kirk will crush the shorts. He is always 5 steps ahead of them

  • The Largest Cancer Clinic in the world (MD Anderson) & most important US cancer agency (NCI) & Merck KGaA validated XON/ZIOP oncology program in a big way.....Steven Rosenberg of NCI is the "Godfather of CAR-T" and his just released IL-12 melanoma had the conclusion below - but CLEARLY they need $XON $ZIOP Rheo Switch to dim the off-target toxicity. This is an issue for EVERY CAR-T program...ZIOP XON moving ahead and changing medicine as the doubters are left behind

    "Conclusions:In this first-in-man trial, administration of TIL transduced with an inducible IL-12 gene mediated tumor responses in the absence of IL-2 administration using cell doses 10-100 fold lower than conventional TIL. However, due to toxicities, likely attributable to the secreted IL-12, further refinement will be necessary before this approach can be safely utilized in the treatment of cancer patients."

  • However, due to toxicities, likely attributable to the secreted IL-12, further refinement will be necessary before this approach can be safely utilized in the treatment of cancer patients. (THEY NEED THE SWITCH)

  • The Reason NCI needs the Rheo Switch-Rosenberg's IL-12 melanoma data just released...63% Clinical Response but they had to stop because of toxicity...THEY NEED THE SWITCH!!!! ... Put 2 + 2 together - Rosenberg the "Godfather of CAR-T" needs the Rheo Switch - GRAND SLAM FOR ZIOP AND XON

    Clin Cancer Res. 2015 Feb 18. pii: clincanres.2085.2014. Tumor Infiltrating Lymphocytes Genetically Engineered with an Inducible Gene Encoding Interleukin-12 for the Immunotherapy of Metastatic Melanoma.

    Abstract
    Purpose: Infusion of interleukin-12 (IL-12) can mediate anti-tumor immunity in animal models, yet its systemic administration to patients with cancer results in minimal efficacy and severe toxicity. Here, we evaluated the anti-tumor activity of adoptively transferred human tumor infiltrating lymphocytes (TIL) genetically engineered to secrete single-chain IL-12 selectively at the tumor site. Experimental Design:Thirty-three patients with metastatic melanoma were treated in a cell-dose escalation trial of autologous TIL transduced with a gene encoding a single chain IL-12 driven by a nuclear factor of activated T cells promoter (NFAT.IL12). No IL-2 was administered. Results:The administration of 0.001-0.1 X 109 NFAT.IL12 transduced TIL to 17 patients resulted in a single objective response (5.9%). However, at doses between 0.3-3 X 109 cells, 10 of 16 patients (63%) exhibited objective clinical responses. The responses tended to be short and the administered IL-12 producing cells rarely persisted at one month. Increasing cell doses were associated with high serum levels of IL-12 and gamma-interferon as well as clinical toxicities including liver dysfunction, high fevers and sporadic life threatening hemodynamic instability. Conclusions:In this first-in-man trial, administration of TIL transduced with an inducible IL-12 gene mediated tumor responses in the absence of IL-2 administration using cell doses 10-100 fold lower than conventional TIL.

  • I have 100% confirmed ZIOP is part of the NCI deal. Definitely. And its a GREAT deal. Kirk/XON has been clear....

    ZIOP is his ECC for cancer. He was clear at JPM regular session and at the breakout he/intrexon/third security are HUGE investors in ZIOP and he just reiterated in Merck deal press - success of his ECC's is his top priority.

    Anyone lying or confused about ZIOP/XON - Kirk is 100% behind ZIOP success and ZIOP is an equal partner in both the Merck and NCI deals. 100% confirmed. Expect 8K and 10K/10Q to have a lot more detail.

    ZIOP is equal partner in the NCI deal - it appears the partners wanted XON and Kirk in the PR - bigger company - more visibilty but ZIOP is part of this deal and ZIOP owns the rights and 50% of the profits of EVERY cancer drug/treatment XON invents for perpetuity unless it agrees to sell it off for compensation. These two deals this week are TREMENDOUSLY positive for ZIOP....don't worry the street will come out of the ether....just like they finally did with CELG over the yrs, with ACAD, with CRMD, with ZIOP after the dip from $9 to $6...this is not a minute by minute watch the tape and complain about every 5% drop of a stock that has quadrupled type of investment...its a long term investment that will change your life if you do due diligence and don't sweat the inevitable "waves of selling" in biotechs that run. Shorts are digging themselves a deeper and deeper whole. I am happy about that.

  • This NCI deal is HUGE for XON and ZIOP - Intel inside. Operating System. HUGE - confirmed its a deal through ZIOP - they are definitely participating - as Bill Miller and Kirk have said - akin to Intel inside

  • Just standard registration of shares that can be sold 120 days after agreement (May 13th) but they will not sell...

    RJ Kirk does this with all the deals....don't worry MDA is not selling anytime soon.

  • Reply to

    Celg is cheap

    by goodfellas091 Mar 26, 2015 5:03 PM
    rob_cos rob_cos Mar 26, 2015 8:06 PM Flag

    CELG pipeline and its 25 partnerships with the best in small bio make it an infinitely better investment...GILD has huge cash flow but huge pricing pressure is coming in Hep C and its a cure so the patient population and duration of therapy will diminish. GILD is a good company but dont be fooled by PE based on Hep C. CELG is an infinitely better investment

  • Reply to

    Celg is cheap

    by goodfellas091 Mar 26, 2015 5:03 PM
    rob_cos rob_cos Mar 26, 2015 8:05 PM Flag

    Very cheap - what is absolutely amazing is the slide that shows what is NOT in the conservative $20 billion revenue and $12.50 EPS in 2020....We will hit your $180 within a yr when Natco/ACT settles....then the sky is the limit

AMGN
167.91-1.26(-0.74%)Apr 24 4:00 PMEDT