Faria Capital Management
Biotech, small-cap, micro-cap, long/short equity

The Sirens Of Ziopharm

I was long Ziopharm Oncology (NASDAQ:ZIOP) from sometime in 2009 until around April 2013. I believed palifosfamide would improve progression free survival in sarcoma patients, the drug would get approved, and ZIOP could use that revenue to bankroll a robust pipeline of game-changing oncology therapeutics with a little help from Intrexon (NYSE:XON). After the palifosfamide failure, like many, I threw in the towel. I just couldn't wait around another four years while Ziopharm again transformed itself into a "late-stage" oncology company. Recently, I wrote an article on CorMedix (NYSEMKT:CRMD), contrasting the market cap of CRMD with that of ZIOP. In this article I was generally critical of ZIOP without getting into specifics and received...

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