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

Ziopharm Joins The CAR Crowd

During their June 25th presentation at the JMP Securities Healthcare Conference (audio file), Dr. Lewis and Dr. Lebel spent a good chunk of their time discussing "the power of the platform" and Ziopharm's (NASDAQ:ZIOP) budding interest in chimeric antigen receptor CAR T cells. It wasn't clear at the time how the company would carry out their CAR ambitions, but many investors expected a partnership deal. More recently, Ziopharm put out a press release announcing their CAR program would move forward as a collaboration with Intrexon (NYSE:XON). Intrexon is already the source of Ziopharm's entire pipeline and owns 50% of any future revenue Ziopharm may earn. While Intrexon has spent a large percentage of their...

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