Comments on Wall Street Teacher's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/wall-street-teacher/articles http://seekingalpha.com/article/177858-ziopharm-the-money-s-in-the-bank-so-what-s-next?source=feed#comment-802896 802896 Sat, 12 Dec 2009 12:01:29 -0500
There are plenty of other investment opportunities available (which don't come with the risk & tarnished reputation that biotech has). Steer clear.]]> http://seekingalpha.com/article/177858-ziopharm-the-money-s-in-the-bank-so-what-s-next?source=feed#comment-802421 802421 Teacher, > > Thanks for the great information.... I too was not happy with the > dilution but went ahead and added to my existing position at the > low to hopefully make something positive of it. It worries me how > insiders to the placement can degrade the other shareholders but, > hey, that's the market. > Please continue to update; it sounds like the direction is promising. > I have been accumulating over the last year or so. > Willydo]]> Fri, 11 Dec 2009 19:27:24 -0500 with them!

None too happy @ the dilution either but it may have been the lesset of two evils. I believe the folks running this one are honest. They have a solid plan, I hope they are able to execute.

Happy Holidays

Wall Street Teacher (albiet still learning lessons every day)

On Dec 11 07:12 PM willydo wrote:

> Teacher,
>
> Thanks for the great information.... I too was not happy with the
> dilution but went ahead and added to my existing position at the
> low to hopefully make something positive of it. It worries me how
> insiders to the placement can degrade the other shareholders but,
> hey, that's the market.
> Please continue to update; it sounds like the direction is promising.
> I have been accumulating over the last year or so.
> Willydo]]> http://seekingalpha.com/article/177858-ziopharm-the-money-s-in-the-bank-so-what-s-next?source=feed#comment-802408 802408 Fri, 11 Dec 2009 19:12:23 -0500
Thanks for the great information.... I too was not happy with the dilution but went ahead and added to my existing position at the low to hopefully make something positive of it. It worries me how insiders to the placement can degrade the other shareholders but, hey, that's the market.
Please continue to update; it sounds like the direction is promising. I have been accumulating over the last year or so.
Willydo ]]> http://seekingalpha.com/article/172147-ziopharm-oncology-step-by-step?source=feed#comment-796040 796040 Any new thoughts now that ZIOP has completed the very dilutive secondary > raising $45 million. Seems like on the one hand this gives them the > opportunity to proceed forward with all three candidates throughout > 2010. On the other hand there is now a pronounced ceiling on the > stock at around $4. Will they do a deal on Darinaparsin or Palifofsamide > first? What is a realistic timetable for commencing and completing > the Phase 3 trials on those two candidates?]]> Tue, 08 Dec 2009 09:26:13 -0500
Re: the stock price:

The cons: lots of dilution from the initial raise , plus more wts around $4. .

The pros: Hopefully JMP can bring some larger players into the stock. Perhaps ZIOP will finally get a coverage pick-up and a few legitimate market makers.


As for the company proper, they can now steam ahead @ full speed on their two IV programs and finally make a serious push into the oral versions. I think enrollment will probably take through the spring. Both trials are mid-sized (hundreds of patients) but multi-center so I am unsure of time for data collection etc.

Market cap now $131 MM on 41MM shares. I think 2 solid phase IIIs up and running (plus the younger program) could value them around 250MM by fall 2010.

Good Luck


On Dec 05 10:17 AM cygnusx1 wrote:

> Any new thoughts now that ZIOP has completed the very dilutive secondary
> raising $45 million. Seems like on the one hand this gives them the
> opportunity to proceed forward with all three candidates throughout
> 2010. On the other hand there is now a pronounced ceiling on the
> stock at around $4. Will they do a deal on Darinaparsin or Palifofsamide
> first? What is a realistic timetable for commencing and completing
> the Phase 3 trials on those two candidates?]]> http://seekingalpha.com/article/172147-ziopharm-oncology-step-by-step?source=feed#comment-791592 791592 Sat, 05 Dec 2009 10:17:36 -0500 http://seekingalpha.com/article/172147-ziopharm-oncology-step-by-step?source=feed#comment-760542 760542 Sat, 14 Nov 2009 19:33:28 -0500
Regards,

Willydo]]> http://seekingalpha.com/article/172147-ziopharm-oncology-step-by-step?source=feed#comment-760259 760259 I have held ZIOP for about 1.5 years and try to keep up with any > news and the news has been encouraging lately. > I would be interested to know opinions on what value the stock should > or could have going forward. I don't know much about these smaller > biotecs but they are looking to partner and have 3 different drugs > in the pipeline. The stock is in the 3-4$ range now. Could it go > to 6? 8? 12? or more ? (I know it can go anywhere, but based on historical > trends for companies involved in this sort of thing, what could be > expected? > Thanks, > Willydo]]> Sat, 14 Nov 2009 12:30:40 -0500
My gut says if they have a legitimate program in PHIII next year with some cash in the bank from a partnering deal, this could be a 200MM market cap. If they partner both you could easily see the valuation north of 300MM.

The numbers above assume upfront payments to finance PH III of the ZIO-101/201 programs. ZIO301 is very early stage . Movement there with MSK could also add a bit of incremental value.


On Nov 12 08:59 PM willydo wrote:

> I have held ZIOP for about 1.5 years and try to keep up with any
> news and the news has been encouraging lately.
> I would be interested to know opinions on what value the stock should
> or could have going forward. I don't know much about these smaller
> biotecs but they are looking to partner and have 3 different drugs
> in the pipeline. The stock is in the 3-4$ range now. Could it go
> to 6? 8? 12? or more ? (I know it can go anywhere, but based on historical
> trends for companies involved in this sort of thing, what could be
> expected?
> Thanks,
> Willydo]]> http://seekingalpha.com/article/172147-ziopharm-oncology-step-by-step?source=feed#comment-758016 758016 Thu, 12 Nov 2009 20:59:31 -0500 I would be interested to know opinions on what value the stock should or could have going forward. I don't know much about these smaller biotecs but they are looking to partner and have 3 different drugs in the pipeline. The stock is in the 3-4$ range now. Could it go to 6? 8? 12? or more ? (I know it can go anywhere, but based on historical trends for companies involved in this sort of thing, what could be expected?
Thanks,
Willydo]]> http://seekingalpha.com/article/153582-ziopharm-oncology-deal-or-dilution?source=feed#comment-639134 639134 Wall St. Teacher: > > Though I primarily focus my attention on optionable company's with > later-stage products, ZIOP does appear to have some interesting candidates. > > > I am aware that arsenic drugs are widely used to treat cancer. It > will be interesting to see whether ZIOP can develop a safe and effective > oral formulation as you have pointed out above. > > I will continue to follow the company's progress. > > Good luck! > > Justin M. Hall]]> Thu, 20 Aug 2009 22:26:11 -0400
Time will tell.


On Aug 19 09:51 PM Justin M. Hall wrote:

> Wall St. Teacher:
>
> Though I primarily focus my attention on optionable company's with
> later-stage products, ZIOP does appear to have some interesting candidates.
>
>
> I am aware that arsenic drugs are widely used to treat cancer. It
> will be interesting to see whether ZIOP can develop a safe and effective
> oral formulation as you have pointed out above.
>
> I will continue to follow the company's progress.
>
> Good luck!
>
> Justin M. Hall]]> http://seekingalpha.com/article/153582-ziopharm-oncology-deal-or-dilution?source=feed#comment-637381 637381 Wed, 19 Aug 2009 21:51:13 -0400
Though I primarily focus my attention on optionable company's with later-stage products, ZIOP does appear to have some interesting candidates.

I am aware that arsenic drugs are widely used to treat cancer. It will be interesting to see whether ZIOP can develop a safe and effective oral formulation as you have pointed out above.

I will continue to follow the company's progress.

Good luck!

Justin M. Hall ]]>