Wall Street Teacher

Holiday Cheer: Cel-Sci Should Have Good News

I can't comment on the science bere but I do not like some of the self dealing engaged in by the company's management. Celi-Sci, Antigenics.....you back some folks who are not the most shareholder friendly. I hope you are correct re: the science. The world needs better medicines.


Disclosure: Very Long: Ziopharm(ZIOP). Thinking about a salvage trade in PARD and/or CHTP. Short: 2 Small Cap ETFs

Happy Thanksgiving.

Ziopharm Oncology: Step by Step

Very tough to speculate on that one. It depends on the type and timing of ny potential partnering arrangement and if they will need to do any additional money raises.

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

BioMed News Bytes: Progenics, Somanetics, Ziopharm, Cardium, pSivida, BioMimetic Therapeutics

LONG ZIOPHARM. iNTERSTING COMPANY.Hopefully the success in the clinic will translate into a commercial pairing. They also have an organic arsenic drug in phase II and an additional pre-clin progra,

Note: Balance sheet is still very thin after recent PIPE.

Emisphere: The Most Undervalued Biotech

I own this one as well as a few others (PARD, ZIOP) The last capital raise in EMIS was bordering on criminal in its treatment of the current shareholders. New management has talked plenty but in the end delivered about as much as the old management (NADA)

Long suffering in EMIS. Hopeful but not convinced on this one.

Ziopharm Oncology: Deal or Dilution?

ZIOP filed a shelf this AM. The stock reacted as anticipated. I am not sure if the shelf is designed to push a deal along or if they cannot find anything suitable in the partnering arena and will be forced to take down a chunk.

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

Ariad Pharmaceuticals: Significant Catalysts Approaching

Nice informative article. I own Ziopharm(ZIOP) which is working in the Sarcoma space as well. I wish both companies luck. The current treatment options for this disease range from horrific to nonexistant. .

NYSE, Nasdaq and Flash: The Power of the Dark Side

Very well written. You have taken a very complex topic and made it understandable!

Onyx Signaling Appetite for Deals

Nice summary. My only concern here is whether or not the ONXX team has the expertise to manage aquisitions. Doing research on a few compounds and running what could become a full blown drug research company require two different skill sets. Does ONXX have the depth of management needed?

Big pharma has shown patience and in most cases is cutting cvery tough deals with the cash strapped small developers. Will ONXX exhibit the same restraint?
Time will tell

Small Cancer Drug Makers Are Knocking It Out of the Park

I agree with your premise. Long ZIOP, MITI and PARD in the small cap cancer space. The funding drought will make the survivors prized acquisitions in the next consolidation wave.

Nice article

Emisphere: Improving Drug Delivery

Thank you for the balanced presentation. An earlier author had left out some of the obvios negatives. This poor company has been thru the ringer in the last decade!

Long EMIS, MITI ,PARD, ZIOP

Emisphere: Why We're Confident

Also; why did you not mention the delisting issue. I own a few shares of EMIS myself but I prefer writers who offer full disclosure of BOTH the good and bad of any investment.

I hope you are right...........

Biotech M&A Action: We've Only Just Begun

I agree with your premise but to be clear, the IOMAI deal was done last year (not last week). I am currently long small biotechs CEGE(ouch), EMIS, MITI, PARD and ZIOP.. The only caveat to your article is that we are in a game of chicken. Many of the small fry are running on fumes. That makes for a far weaker negotiating stance.