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circusdog

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  • Ziopharm Oncology: 5 Potential Downsides To Its New Deal [View article]
    1. I don't believe Ziopharm will need to dilute to finance. The company has already indicated that significant transactions are underway and at the conference said that additional announcements would be coming.

    2. I'm not sure why the incentive shares offered to MD are considered a potential downside. The ziopharm share price was steadily increasing during the period of negotiation and these additional shares effectively just make up the difference.

    3. I believe this article is wrong with respect to promotion and failure. Ziopharm and Intrexon have done very little promotion of their technology. If anything, they've been frustratingly silent. It's true that Ziopharm decided to stop pursuing palifosfamide after its failure in 2013. This was an older drug developed outside the Intrexon partnership. Even so, there are still ongoing clinical trials involving this drug which Ziopharm has done nothing to promote since it's now focused on synthetic biology.

    4. Calling the sleeping beauty mechanism an older method is just dead wrong. It's a fairly new method and the only one that non-viral, which is a significant advantage.

    5. I don't believe Ziopharm is "behind" the competitors indicated here. If anything, the market cap of these other companies point to the fact that Ziopharm is undervalued. MD Anderson has access to largest patient population for clinical trials and indicated they would have up to 5 CARs entering the clinic this year. I don't believe the competitors can say the same.
    Jan 16, 2015. 03:17 PM | 21 Likes Like |Link to Comment
  • AudioCodes: Let Institutional Accumulation Begin [View article]
    Microsoft's Lync-based strategy together with NOKIA handsets should be attractive to enterprises looking for an alternative to the dying Blackberry platform. It would make sense for MSFT to acquire AUDC to complete the picture.
    Sep 6, 2013. 11:39 AM | Likes Like |Link to Comment
  • AudioCodes: How About Those Apples? [View article]
    Long since 1.85 thanks to you, Josh. Appreciate all the updates you've given over the months on this one.
    Jul 10, 2013. 09:11 PM | Likes Like |Link to Comment
  • AudioCodes Update: Out With The Old, In With The New [View article]
    I'll be interested to see how many companies start using Lync for voice and how quickly. In my opinion, the record-keeping aspect is likely to be a significant impediment. The following article discusses this in more detail: http://goo.gl/5TDzW

    Overall, I agree that AUDC has positioned themselves well. They just need to execute for a bit and show that they can deliver the revenue. Once they do that, we should see more institutions involved and higher pps.
    May 21, 2013. 08:55 AM | Likes Like |Link to Comment
  • Audiocodes: One Voice [View article]
    Thanks for your coverage of this, Josh. Appreciate your updates.
    Jan 18, 2013. 05:07 PM | Likes Like |Link to Comment
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