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Michael Vascocu  

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  • ZIOPHARM Oncology beats by $0.05, misses on revenue [View news story]
    I don't get it - where was the extra revenue supposed to come from (and expenses were even less than last year at this time)? And they have much more cash no hand now to fund operations into 2017.

    "Net loss for the fourth quarter of 2014 was $10.4 million, or $(0.09) per share, compared to a net loss of $8.9 million, or $(0.09) per share, for the fourth quarter of 2013. Included in the loss for the fourth quarter of 2014 was a non-cash gain of $194 thousand compared to a non-cash loss of $1.8 million for the fourth quarter of 2013. The non-cash gain/loss is related to the change in the fair value of the Company's outstanding liability-classified warrants."

    -- Research and development expenses were $32.7 million for the year ended December 31, 2014 compared to $42.9 million for the year ended December 31, 2013. The decrease of $10.1 million in research and development expenses is primarily attributable to a reduction of $19.1 million in expenses related to small molecule drug programs and an increase of $9.8 million related to our synthetic biology program.

    -- General and administrative expenses were $12.2 million for the year ended December 31, 2014 compared to $15.7 million for the year ended December 31, 2013. The decrease of $3.5 million in general and administrative expenses is primarily related to lower employee related and other operating expenses.

    -- The Company ended the year with cash and cash equivalents of approximately $42.8 million. Taking into account our receipt of approximately $94.6 million in net proceeds from our February 2015 public offering of common stock, and given our current development plans, we anticipate cash resources will be sufficient to fund our operations into the first quarter of 2017
    Feb 27, 2015. 07:51 AM | 2 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    That figures - it could be various factors, but not worried. Huge amount of calls bought and held in many strikes speak volumes. Shares down only 3% while JUNO was down twice as much and GiLD hit hard today. If this stock price goes below $8 next week I will buy another 100 to 200 calls myself. Added today on weakness. When they close this, probably very soon, and announce that they have $90 mill in cash and RJ Kirk bought 15% or more in stock and later find out what institutional holders bought, the share price will be moving up much higher. And data on many fronts not that far off - likely presenting at a conference this month.
    Feb 4, 2015. 03:09 PM | 1 Like Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    And that from another anonymous poster - awww, lighten up, it was not a personal attack, and I was being humorous. Just that this same argument has been presented more than (at least) 3 times now by at least 3 different writers. You may call it an opinion piece of art, but I have to call it what it is, a miserable hack job. Sorry for my honesty.
    Feb 3, 2015. 10:35 PM | 5 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    Hey, sure Mukticat(that your real name btw?), keep digging and reaching! Meanwhile, while Cory (who is correct some 50/50 of the time) is saying wait and smarter money is actually buying, he will finally say buy hand over fist, after the stock price is over $15, or after the company is bought out at some point, just maybe. I don't think that BLCM is even in Phase I yet in CarT. And ZIOP is not just a CarT company.
    Feb 3, 2015. 10:32 PM | 5 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    I am hearing at the next event that they will have Cirque de Soleil for $10 million....uh oh, is that bounty for her next big Seeking Alpha article?....lol. Correct, just a joke, so maybe hold off on the next article.
    Feb 3, 2015. 08:58 PM | 3 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    There you go, that's the difference between you and Dr. Cooper at MD Anderson - some people are driven by more than just primarily money. He would not take $100 million just to test ASA on CarT patients, but evidently you would.
    Feb 3, 2015. 08:55 PM | 6 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    Because, I was just attempting to sound as ludicrous as you are - here you are making a bunch of assumptions just because you don't like certain financial decisions that were made. You say because they rushed a deal or paid more than you think they should have...well, surely everything should fall apart, or the science is bad. You did not even examine what was said so much on the positive side today and at the JPM conference, as if you have a particular short agenda. Reminds of this little old lady once (many years ago, when I slaved away in a retail Pharmacy), that when I asked her which Physician signed her prescription, she just assumed that I could not read the rest of the prescription, assuming I could not do my job. However, you know what the word assume often means huh?
    Feb 3, 2015. 08:52 PM | 5 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    That's ridiculous, and you fell for it! Just because they paid an incentive to have a deal closed quickly, or whatever they paid, does not taint the data. Does a stock get tainted because Icahn or Soros or Einhorn buy a bunch of it? No! Does it change the potential of the data or how well the stock will perform? Did you even listen to any of the recent conference calls of late? Not likely. Maybe they just wanted to make sure that MD Anderson would not decide to cut a last minute deal with someone else, and whatever you want to call it, promotion does draw in the most investors. You want people to know the story, and Mr. Kirk rarely gives that kind of alert that you just may "want to join up with his big idea" - you can think what you want, but it does not make it right, whether you like it or not.
    Feb 3, 2015. 07:28 PM | 9 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    Well, talk about another waste of time negative hit piece with more of the same 'speculation' that both XON And ZIOP could fail - well, maybe the Russians could invade our shores, or a meteor could also wipe us all out? If you bothered to listen to the JPM/BMO sponsored road show broadcast this am, maybe you would be more aware of what there is to be excited about, instead of just highlighting your own insecurities. The benefits of the non-viral approach have already been proven to be more timely in administration, less costly than all others, and with decent efficacy. The latter was criticized, but I believe that they used less of a T-cell load that can likely be tweaked, or increased by the proven RheoSwitch and vector IL-12 Intrexon program. The latter is going into clinical trials this year, and more 2nd generation type CarTs into next year. They already had the MD Anderson CarT's in the clinic 'now' with much more data to come along with 5 more CarTs (including cytokine plus) this year. I see how you also gave credit to the EPVAntage article that made sure many on twitter saw his re-tweets and all, but looks like smart money is not buying it. And I think I would stick with the genius of RJ Kirk, who has yet to fail on such a huge endeavor before - and I bet he is very successful here. So, maybe get long before it is too late!
    Feb 3, 2015. 06:49 PM | 25 Likes Like |Link to Comment
  • CAR-T Vs ErbB3 Market Opportunity Comparison [View article]
    With the MD Anderson deal, Ziopharm (ZIOP) is already in the clinic with CarT in Phase I with more data on the way soon. Both ZIOP and Intrexon (XON) have been quite secretive about this coming, and possibly 'telegraphing' more to come without a major cash raise from Ziopharm after that JPM conference where they could have. What is coming? Possibly a major deal of some sort with a large Pharma company that Kirk has been eluding to for some time. Also, the likely reason MDA went with the XON technology here (& ZIOP) is that they like their ability to make CarT's better, with the Cytokine addition to armored carTs such that they can use the RheoSwitch tech to improve efficacy and possibly better control side effects more than others, and decrease costs to develop these CarTs quicker more efficiently. So, if efficacy is close and ZIOP can develop it much cheaper, who do you think the insurance companies will prefer first line? Also ZIOP is getting into Bispecifics and has the IL12 program about to launch in Glioblastoma soon too, with the IL12 candidate ongoing in breast cancer. So, CarT is major, but not a one trick pony company. And, a wild card is several ongoing late stage Palifosfamide trials in Lung and Germ Cell cancer that could have data by mid year(thought they would have an update last year but I got that wrong in my 2 articles I wrote up last summer). I would be very careful shorting ZIOP here as there is much more to come....in my opinion. Good luck!
    Jan 30, 2015. 08:20 AM | Likes Like |Link to Comment
  • Ziopharm Oncology: 5 Potential Downsides To Its New Deal [View article]
    Oh sure, that's how I survived 4 years of the US Marine Corps - and you are one to have to have the last word - no more wasting my time on you!
    Jan 17, 2015. 06:42 PM | 6 Likes Like |Link to Comment
  • Ziopharm Oncology: 5 Potential Downsides To Its New Deal [View article]
    Well, it's not necessarily fake when you have shareholders with many millions of shares owning here, and looking forward to a very bright future. But nevertheless, why can't you and many others with such a negative viewpoint here, not wait until data is released in the future before trying to force your negative opinion on anyone? It's like you hate anyone being so positive, and unless you can see a change, you are going to do anything possible to try and change it. Just because some Billionaire gets a great deal orchestrated where there could be huge potential from it, that it does guarantee that it will not be true. As much as RJ Kirk does not reveal, I would be more worried about what you may not know, over what you think you do know here. And at least seeing all these positive supporters on here has to tell you something - it ain't fake! Finally, why can't you use your real name on here, like I do? At least I have the guts and the confidence to do that,.....hmmm.
    Jan 17, 2015. 05:08 PM | 2 Likes Like |Link to Comment
  • Ziopharm Oncology: 5 Potential Downsides To Its New Deal [View article]
    So what? The analyst above is like 50/50 in his ratings, and what do you expect him to say, since ZIOP & XON just got into this space? However, they have this huge MDA alliance now, and say what you want, but Dr. Cooper is very excited and very confident about this working and being the best program in CarT to possibly even the most most used eventually due to cost and less toxicity, and the superior knowledge of the Intrexon team might make this best efficacy as well. On your second comment, I believe this poster was just aggravated that there were about 3 articles that came out saying basically the same garbage which basically places doubt on something they can not say for sure they are correct, kinda like saying, "well be careful cause a plane may hit your house" - I could also say, "very possible that JUNO or KITE's CarT program may fail due to toxicity" - so this poster only asked those interested to go view his comments and decide for themselves, and he was there at the JPM conference and liked what he saw & heard. What is so wrong with that? Why are you here?
    Jan 17, 2015. 02:46 PM | 6 Likes Like |Link to Comment
  • Ziopharm Oncology: 5 Potential Downsides To Its New Deal [View article]
    Very ridiculous and repetitive article (and some are saying Hack job) - While you think it may be 'less effective' I would rather come at this treatment in that regard (if true) rather with being too toxic, and killing people, trying to fix the proper efficacy with that handicap. With this MD Anderson and MN IP and full facility tie-up,....with patients coming in from all over the Globe, Intrexon (XON) and Ziopharm (ZIOP) can use their expert DNA technology and experience to tweak things with RheoSwitch on/off with a Plasmid activator or similar in this arena to allow for the best efficacy and definitely (so far) the lowest toxicity. They could also possibly add in a DC or Ad vector (dc-RTS-IL12) or similar to secrete Interleukin 12 adding in more cytokine stimuli or other means to boost a response. Seriously, why would Mr. RJ Kirk, one of the most respected (and successful) biotech innovators, investors and now CEO (of Intrexon) and both companies, fork over $100 million if they did not feel very confident that they could make this work. There are also rumors that JNJ's Jansen may be interested in tying up with this endeavor as well (not confirmed yet). So do your own due diligence and take a look at my previous articles from last year and come to your conclusion, not some article writer that recently entered a large short position, to benefit from a likely very short term position. I have been quite successful after writing (only) those 2 articles on Seeking Alpha last summer, and I am feeling very confident about this year too, and well beyond....good luck to all!

    http://seekingalpha.co...
    Jan 16, 2015. 02:10 PM | 26 Likes Like |Link to Comment
  • Update: Intrexon Announces Exclusive Licensing Agreement With MD Anderson [View article]
    This is most excellent for both companies, especially Ziopharm(ZIOP). Sure, it may take some time before market of any of these drugs, but could prove to be one of the best alliances in the CarT space. Plenty of room in this CarT area with no shortage of patients and big PHarma drooling to be in. And, ZIOP is not just about CarT, with much more in the pipeline. If you want to learn more just check out my previous articles and this author too. Very good news and the future outlooks just gets better and better.
    Jan 14, 2015. 06:36 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
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