Intrexon: 7 Different Insiders Have Purchased Shares This Month

May.14.14 | About: Intrexon Corp (XON)

Summary

7 insiders purchased Intrexon stock within one month.

The stock was sold by no insiders in the month of intensive purchasing.

5 of these 7 insiders increased their holdings by more than 10%.

Intrexon Corporation (NYSE:XON) operates in the synthetic biology field.

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Insider buying during the last 30 days

Here is a table of Intrexon's insider activity during the last 30 days.

Name Title Trade Date Shares Purchased Current Ownership Increase In Shares
Thomas Reed CSO May 13 640 334,785 shares +0.2%
Donald Lehr CLO May 13 1,850 15,326 shares +13.7%
Suma Krishnan SVP May 9 20,900 20,900 shares from 0 to 20,900
Krish Krishnan COO May 9 20,900 20,900 shares from 0 to 20,900
Thomas Kasser SVP May 9 10,000 15,000 shares +200%
Kelly Huang SVP May 9 3,200 3,200 shares from 0 to 3,200
Randal Kirk CEO May 9 65,173 62,632,080 shares +0.1%
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There have been 122,663 shares purchased by insiders during the last 30 days.

Insider buying by calendar month

Here is a table of Intrexon's insider activity by calendar month.

Month Insider buying / shares Insider selling / shares
May 2014 122,663 0
April 2014 0 0
March 2014 243,001 0
February 2014 100,000 0
January 2014 0 0
December 2013 0 0
November 2013 0 0
October 2013 0 0
September 2013 0 0
August 2013 1,957,300 0
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There have been 2,422,964 shares purchased and there have been zero shares sold by insiders since August 2013. Intrexon had its IPO in August 2013.

Financials

Intrexon reported the first-quarter financial results on May 1 with the following highlights:

Revenue $7.9 million
Net income $4.1 million
Cash $222.8 million
Debt $1.8 million
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The seven insiders purchased their shares after these results.

Competition

Intrexon's competitors include Alexion Pharmaceuticals (NASDAQ:ALXN) and Bio-Rad Laboratories (NYSE:BIO). Here is a table comparing these companies.

Company XON ALXN BIO
Market Cap: 1.51B 31.94B 3.52B
Employees: 223 1,774 7,750
Qtrly Rev Growth (yoy): 0.98 0.67 0.02
Revenue: 27.73M 1.78B 2.14B
Gross Margin: -0.72 0.91 0.55
EBITDA: -52.25M 694.30M 311.16M
Operating Margin: -2.14 0.38 0.07
Net Income: -10.54M 330.03M 64.31M
P/E: N/A 97.64 55.10
PEG (5 yr expected): N/A 1.05 2.82
P/S: 55.25 17.91 1.65
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Intrexon has the fastest revenue growth among these three companies.

Here is a table of these competitors' insider activities this year.

Company Insider buying / shares Insider selling / shares
ALXN 0 549,206
BIO 0 0
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Only Intrexon has seen intensive insider buying during the last 30 days.

Conclusion

There have been seven different insiders buying Intrexon, and there have not been any insiders selling Intrexon during the last 30 days. Five of these seven insiders increased their holdings by more than 10%.

The seven insiders purchased their shares at prices ranging from $13.39 to $15.99. I believe Intrexon could be a good pick below $16, based on the intensive insider buying.

Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in XON over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.