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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.

(click to enlarge)

Insider buying during the last 30 days

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

NameTitleTrade DateShares PurchasedCurrent OwnershipIncrease In Shares
Thomas ReedCSOMay 13640334,785 shares+0.2%
Donald LehrCLOMay 131,85015,326 shares+13.7%
Suma KrishnanSVPMay 920,90020,900 sharesfrom 0 to 20,900
Krish KrishnanCOOMay 920,90020,900 sharesfrom 0 to 20,900
Thomas KasserSVPMay 910,00015,000 shares+200%
Kelly HuangSVPMay 93,2003,200 sharesfrom 0 to 3,200
Randal KirkCEOMay 965,17362,632,080 shares+0.1%

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.

MonthInsider buying / sharesInsider selling / shares
May 2014122,6630
April 201400
March 2014243,0010
February 2014100,0000
January 201400
December 201300
November 201300
October 201300
September 201300
August 20131,957,3000

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

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.

CompanyXONALXNBIO
Market Cap:1.51B31.94B3.52B
Employees:2231,7747,750
Qtrly Rev Growth (yoy):0.980.670.02
Revenue:27.73M1.78B2.14B
Gross Margin:-0.720.910.55
EBITDA:-52.25M694.30M311.16M
Operating Margin:-2.140.380.07
Net Income:-10.54M330.03M64.31M
P/E:N/A97.6455.10
PEG (5 yr expected):N/A1.052.82
P/S:55.2517.911.65

Intrexon has the fastest revenue growth among these three companies.

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

CompanyInsider buying / sharesInsider selling / shares
ALXN0549,206
BIO00

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.

Source: Intrexon: 7 Different Insiders Have Purchased Shares This Month