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Michael Vascocu

 
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  • Greenlight Capital's Ideas That Are Most And Least Likely To Outperform [View article]
    Well, good point, however, if you only look at a temporary or short term time point, especially in biotech companies, you can't really obtain the best view on performance. I remember a critical Street article that mentioned how poorly the Baker Brothers had performed at the first half of this year I believe. And the huge drop in biotech since Feb. of this year was precipitated by statements from the NY Fed President and made most biotech's way oversold. Even Celgene was dropped to yearly lows, but they and many large cap bios have now hit back at 52 week and all time highs, even after the ridiculous comments from the US Fed Chairman Janet Yellon! On the other hand many small biotech's have had trouble (thus far) coming back, since once they sell on such comments they do not come back to the stocks as quickly especially if such stocks sell into the low single digits. I would look again on Intrexon (and Ziopharm and other small bios) by end of this year when many biotech's ramp up ahead of strong catalysts to truly gauge performance. Both of those 2 biotech's are flat on the year, as well as many other small biotech's I follow. Of course that might depend on the overall market and whether or not the Fed opens their mouth and targets small cap stocks again (for whatever reason I have no idea). Why can't they just let the market decide? I sure would. Oh btw, since May when the Baker Brothers added and bought (some new) on many of their holdings, many of those stocks have rebounded very much, so I bet that the Street (NYSE:AF) ends up changing their view by year end on their performance as well.
    Aug 30 08:45 AM | 1 Like Like |Link to Comment
  • Greenlight Capital's Ideas That Are Most And Least Likely To Outperform [View article]
    Strongly disagree with your assessment of Intrexon - sure, it may look like a large market cap and early in development and earnings thus far, but the company is run very lean by a proven winner RJ Kirk and is well diverse in many fields to include health care(skin, oncology), oil/gas arena, salmon production, and others with many company alliances to include JNJ, and even beat on earnings of late. I would not bet the farm so early and hold more shares than you are comfortable with, but in the future this company will be a huge winner. And since I have written a few articles on Ziopharm as well, I like that company very much here, and both are basically flat on performance for the last year - plenty of upside in both....in my opinion. Do your own due diligence of course!
    Aug 29 03:29 PM | 1 Like Like |Link to Comment
  • Ziopharm: Pipeline Expansion And Data Updates To Drive Near-Term Upside [View article]
    The main reason for the on/off switch is such that, if someone does have great difficulty with side effects you hold off on the next activator ligand dose. If it was someone that you think would continue to have huge side effect issues then you likely would not re-dose, depending on the severity. The IL-12 that Ziopharm is using is injecting directly into the tumor site, and not with the severity of the systemic infusion of say Proleukin, and so, I wonder why you are so sure of the future outcome, without even knowing it before we see it(further clinical trial proof). Also, IL-12 has been proven to work in the past, just that companies like Roche were doing it wrong, by injecting in systemically. As for your specific agents you refer to, I doubt they are absolutely perfect, and even if, maybe the RheoSwitch and combo agent could make them even better. Much more to come on Ziopharm/Intrexon too, not just CAR-T, with the multigenic platform, so maybe when those INDs are revealed by year end or so, you can write up more criticism before you even know their outcome too?...lol.
    Aug 6 05:00 PM | 1 Like Like |Link to Comment
  • Ziopharm: Pipeline Expansion And Data Updates To Drive Near-Term Upside [View article]
    Thanks Biothoughts and 'the scary gary' posts (especially grateful for the much appreciated added information from a very knowledgeable shareholder on the top 2 above posts) and thanks Gary on the 'Thanks' on my articles- truly hope it helps. The one point I was attempting to make is that while still early on, with those upcoming INDs that the company has hinted at, if anyone can accomplish great things, it will be Ziopharm and Intrexon, and once many of these new Investigational Drugs are revealed, the price will jump up to approach at least half in market cap value of some of these other well respected companies working on CAR-T (and in my opinion, ZIOP will catch up quickly and bring more improved technology to the table - multigenic/other), so it will be wise to buy shares well before institutional companies get the word, to buy all shares up to $6 to $10 - by then you may feel less brave to chase the price. However, once the price is up there, the company will likely still be way undervalued. Good luck to everyone!
    Jul 29 08:33 PM | 1 Like Like |Link to Comment
  • The Fed Calls Out Biotech... Is It Time To Sell? [View article]
    Janet Yellen, way out of league and profession to comment on small cap biotech - as if, what stocks in particular....so idiotic! If they are so overvalued, then how come one went up this week some 200%? Looks like PBYI was was undervalued. What's Janet got to say about that? Her comments made me ill.
    Jul 24 03:49 PM | 2 Likes Like |Link to Comment
  • Comparison Shopping For Small-Cap Biotech Deals [View article]
    Well, the GBM was supposed to have started in June from what clinical trials dot gov shows - not sure of course exactly when, but likely not December. How can you say for sure that Palifosfamide is dead? Would you bet your house on it? There are still 2 ongoing clinical trials for Pali (see same above site) with one being done independently. I am not guaranteeing success, but why would they be ongoing if there was no chance? So, I deserve what I get huh? You realize that last weeks huge drop was across the board in nearly all biotech's and you are patting yourself on the back for this? So, you are saying that Ziopharm should just say nothing now? Anyway, good luck with your position.
    Jul 22 11:36 AM | Likes Like |Link to Comment
  • Ziopharm - A Stock Worth Owning To Benefit Your Portfolio This Year And Beyond [View article]
    My comment to Mark on his article page below - never seen an author having a short position try so hard on here and twitter to try to force a negative (& odd) view on people to such a degree, but it is a free country of course.

    "Mark that is ridiculous and you are trying way to hard on here and twitter with quite a few false claims. There has been no failure to obtain a partner, just that Ziopharm is not desperate to settle for a low ball number. There has been no hint of failure on IL-12 on any of the 3 indications, still to be data revealed this year.....and Palifosfamide data in several trials this fall, no matter of your negative opinion. Positive data on melanoma will re-affirm that the RheoSwitch platform is a success and make ZIOP that much more attractive to a prospective partner and/or buyer outright. And then there is breast and glioblastoma data. Once the CAR-t treatment hits phase I into phase II, and shows success the market cap will have to come up to KITE and BLUE levels near a billion or so. And then they have 7 or more other new INDs to come. And finally, the price here is way low into the past year channel. Why would any diehard longs that believe in Mr. Kirk and others on board of ZIOP/XON want to sell now? Just makes no common sense whatsoever!" Do your own due diligence of course, but I am still long and positive about the future of Ziopharm and Intrexon here. Thank you Janet Yellen for the second chance to buy shares this low again!
    Jul 22 11:19 AM | Likes Like |Link to Comment
  • Comparison Shopping For Small-Cap Biotech Deals [View article]
    Mark that is ridiculous and you are trying way to hard on here and twitter with quite a few false claims. There has been no failure to obtain a partner, just that Ziopharm is not desperate to settle for a low ball number. There has been no hint of failure on IL-12 on any of the 3 indications, still to be data revealed this year.....and Palifosfamide data in several trials this fall, no matter of your negative opinion. Positive data on melanoma will re-affirm that the RheoSwitch platform is a success and make ZIOP that much more attractive to a prospective partner and/or buyer outright. And then there is breast and glioblastoma data. Once the CAR-t treatment hits phase I into phase II, and shows success the market cap will have to come up to KITE and BLUE levels near a billion or so. And then they have 7 or more other new INDs to come. And finally, the price here is way low into the past year channel. Why would any diehard longs that believe in Mr. Kirk and others on board of ZIOP/XON want to sell now? Just makes no common sense whatsoever!
    Jul 22 11:11 AM | Likes Like |Link to Comment
  • Why U.S. Small Company ETFs Are Losing Their Way [View article]
    Yellen is not only out of her mind but out of her job description to say that small biotech is stretched or over-valued here. Some that I own, such as $HALO and $ZIOP are near 6 month lows, and the latter not really that far from a year low, and neither has much or any debt and large cash on hand. I just don't get how this Fed chair can come up with that, and why she would single out biotech, in particular smaller ones....and which ones? Is it the one that has been beaten for years, but surged recently because data finally has shown decent worth in the company? Or does she refer to the nano biotech trading near a dollar or less well under a $50 million market cap worried if they cannot stay above a dollar will they have to delist? Why not let the market decide what value there is in particular names because if they had once paid double the current prices, they must have liked something good about it. Speaking of, names like $ACAD and $CLDX come to mind trading at about 1/2 their yearly highs from January or so. Still I don't get it - the NY Fed President did a fairly good job of destroying that value in biotech names back in Feb by going out of his way to say biotech was too expensive. And names like $CELG & $GILD got hit too and fell to ridiculous low multi-year low P/E prices, but even after certain Democrats whined about drug prices, those latter 2 names returned to decent levels since they do make a lot of money, with immensely bright futures. Why should the Fed be able to single out particular sectors when it is very much subjective, especially large shorts can benefit from this sector weakness, if not just temporarily? Is not odd for the overall market to storm higher today, but biotech's to be overall weak, due to this Fed Chair's comments? Or was it just a Hedge Fund that slipped those words into her typed comments? If those were her own words, so now I should not invest or hold small cap biotech in the USA? How about those companies, should they just fold, give up, and stop research and give cash back to shareholders, go bankrupt, and call it a day? Absolutely ridiculous, her comments and wall street will catch on. And I seriously doubt there is that much of a drop in the market for some time - just too many people think there will be, and this is the best country to invest in, and will always have the best medicines and the best Research & Development.
    Jul 16 06:45 PM | Likes Like |Link to Comment
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 2 [View article]
    I don't know what to tell you on that - I was not happy either after a temp. 40k loss, but saw the true potential after digging into the other science. No guarantee going forward either of course. Also, it can be easier to do well in a smaller phase II trial & STS is not so easy to beat. They could have had a SOC arm that just performed well, cause they wanted to live or other mysterious factors, but many had expected the drug to succeed. I guess they should have continued with it to check on OS, and maybe kept it on their website too....anyway, good luck!
    Jun 25 01:13 PM | Likes Like |Link to Comment
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 2 [View article]
    Well, I see your point, and I too lost quite a lot of money on it, but still did well last year overall, so moved on in my thinking. It could have been a board thing or even Mr. Kirk, but what many do not realize is that the Pali Matisse trial is still ongoing, and data to come this fall, along with an independent trial (Germ Cell) and data also due this fall, unless some delay. And they have told me (via email) that it is their intention to sell the Pali asset, irregardless of the trials outcome. I just would say that they were never gungHO on the older drug technology, and were just waiting to start the next chapter.
    Jun 25 01:02 PM | Likes Like |Link to Comment
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 2 [View article]
    Well, if you have not before, you should take a look at the article I wrote, and keep in mind, like I have told many before, that ZIOP recovered more swiftly that any other biotech I have seen, and mainly due to this new innovative platform they have with Intrexon technology. Will not pump it up here, but do your own DD - many bios have had major setbacks to then recover, to include REGN, ACAD, and others over the years, decades.
    Jun 25 12:52 PM | Likes Like |Link to Comment
  • The Sirens Of Ziopharm [View article]
    Partly true, but for some reason, and faster than any biotech stock I have ever seen (in 2 decades), the stock price rebounded from the Pali clinical failure after only some 1/2 of a year. Also, keep in mind that they will have Palifosfamide Matisse results by Sep/Oct and the germ cell (independent) clinical trial results due this fall too. No guarantee of course, and I am sure you will guess fail, .....but if results are positive, they could sell that drug (per their previously announced intentions) for a very large sum.
    Jun 25 12:05 PM | Likes Like |Link to Comment
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 2 [View article]
    It could be that (just a guess) that higher ups may say, "we sell now for 2 to 3 billion versus waiting for 3 to 5 years or more for $5bill market cap" - I could be wrong on that, and the numbers could vary of course.
    Jun 25 11:36 AM | Likes Like |Link to Comment
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 2 [View article]
    Good point, but any little bit helps, to include make them more attractive in the so much talked about possibility (even by Street dot com fav. Adam Feuerstein at start of year) that Halozyme will be taken over this year. No guarantee on that, but you have to wonder why or how he came up with that, and I am hearing it all over the web too. Does RJ Kirk want a sale in HALO?
    Jun 25 11:00 AM | Likes Like |Link to Comment
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