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  • ZIOP - Back To The Mean, $6 In My Opinion [View instapost]
    I've been following this one, as well as JUNO, KITE, BLUE, and some smaller plays. I do need to admit that I follow Kirk as well and made enough for a very nice new car on CLDA and the anti-depressant Viibryd. I do know of Rob Cos from the CLDA board and other RJK boards, but have never spoken with him. While I don't believe this will break the 50d moving average any time soon, and know RJ to say precisely what he means, you never know what the larger market will do and how that will affect the neighborhood. The interest of Bill Miller, whom I also follow, is helpful in pointing in the direction of large moves, and I remain shocked that he discusses ZIOP since it is small for his methods. As for shorting here, I have a rule of thumb that the issues in play within the company must match my position. When a company is making strides forward and the share price is moving up, don't buy past the middle of the Bollinger's and try to purchase on a drop. Short when it breaks a boundary it hasn't busted before and while the company is sliding on the ice and not advancing its goals. I'm a long here for those reasons, and don't believe the short story works here. Neither do I think think 21 is on the short course, but I do believe some new highs and trades to 15-17 are within the next couple months, unless the overall US stock market tanks....something I have not ruled out.
    Mar 29, 2015. 03:29 PM | Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    Did you ever think that you're not just baffled but clueless? Why not read and understand those who have correctly predicted the situation and learn from them instead of publicly displaying your total lack of understanding?
    Feb 3, 2015. 07:44 PM | 7 Likes Like |Link to Comment
  • Why Intrexon And Ziopharm Investors Now Face Increased Risk Both Short And Long-Term [View article]
    This is probably the most incorrect review I've ever seen on a transaction. You're obviously not paying attention to Dr. Cooper or Bill Miller. Your flippant review is entirely incorrect. The risk factor just dropped by an order of magnitude on the pricing alone of the raise. How can you not see it? Do you write romance novels also? Just saying...
    Feb 3, 2015. 07:23 PM | 8 Likes Like |Link to Comment
  • The Sirens Of Ziopharm [View article]
    Wow. Based on the back and forth, does appear to be getting a bit psychotic. It's interesting that he's attacking ZIOP, which has the capacity for multiple venues, not just IL 12, rather than trying to slam a company like ONCS that only has IL12. Vascocu gets the win by a knockout.
    Jun 16, 2014. 06:49 AM | 4 Likes Like |Link to Comment
  • Ziopharm: Attempting To Rise Again In A Crowded Space [View article]
    The article is good but doesn't address RJ Kirk, the reason I invest here. Just a couple points - RJ noted prior to Pali results that he had never done due diligence on Pali and his only interest was the synthetic biology side. The reasons for the swift moves after the Pali debacle have his style on them. Also, while the melanoma and breast trials are clearly big, it's really the GBM trials starting now that I find most interesting, because on the animal analogues, a "cure" was found. On top of that, we investors anticipate 5 new NDIs over the next 2 years. If, if, if, the methodology works, this company may solve the cancer riddle in many additional cancers. The upside max potential I cannot fathom. The downside is pretty much a knows.
    Apr 15, 2014. 09:53 AM | 3 Likes Like |Link to Comment
  • Galena: Read, Decide, Invest [View article]
    Seen this so many times. The bash articles invariably come out when a stock has run up to the top of its Bollinger Band and is ready for a pull back, and POW. Suddenly people think there is something wrong. I've complained to the rock by the side of driveway as well as to the SEC, and still await a response from each. The people that do the coordinated bashing with inuendo may not be criminals and scum, but they are drawn that way.
    Feb 4, 2014. 01:56 PM | 12 Likes Like |Link to Comment
  • Augusta Resource Corporation: 7 Different Insiders Purchased Shares Last Week [View article]
    Meaningless article. The total expenditure for shares is about 200K from people earning much more than that from the company for their positions, with the possible exception of Ross Beaty who is a billionaire to whom $120,000 means nothing. The issue for Rosemont is water. If you believe they will get the water related permits from the Army Corp of Engineers and the EPA, who has veto power will let it pass, invest. If you believe they will not get the water permit, do not invest. The notion of a few directors/employees shelling out pocket change to make it look like interest is more indicative of problems than an intent to make a market profit on this venture, in my opinion. Do your own due diligence and don't be misled. The last Seeking Alpha article talked about AZC being undervalued a dollar ago. BS in my opinion. This one is going down hard. I do not own shares and am not short this stock.
    Nov 26, 2013. 08:51 AM | 1 Like Like |Link to Comment
  • Copper Bulls Should Consider Augusta Resource Corp. [View article]
    I was in and out of AZC about 80 times with some success. Right now, it's all about water, not capital. The only thing that Rosemont needs to deal with are the water related issues and the odds of success I'd put at "fair". While "fair" plus "essentially worthless" gives great upside potential, Vegas is about there as well. Not in it anymore as the odds on either side don't favor me.
    Aug 14, 2013. 01:05 PM | 1 Like Like |Link to Comment
  • Ziopharm Oncology May Win The Battle But Will They Win The War? [View article]
    This is the first in a stream of idiots to try to knock the price down for 14,000,000 share short position with incredibly stupid and unsophisticated arguments. Back to school!!!!!
    Mar 14, 2013. 11:46 AM | 1 Like Like |Link to Comment
  • Ziopharm: What Happens Next? [View article]
    The premise of the article, non-specificity of Pali is a moot point as we already have IFOS. Pali is the low hanging fruit of the blockbuster biotech world. Once in a lifetime.
    Feb 20, 2013. 07:21 AM | Likes Like |Link to Comment
  • Do the Clinical Data Shorts Have It Right? [View article]
    As a clinical psychologist and investor, I am sure this med will be more successful than people currently even imagine. This medicine will squeeze the other anti-depressants for anyone with insurance. There is no psychiatrist of primary care physician I know of who would willingly deprive a depressed person of the joys of sex, and it really does come down to that. They won't add insult to injury. This is huge. I cannot count the number of people who try Wellbutrin/bupropion because it has few sexual side-effects, even though it tends not to be efficacious for those needing more serotonin (it effects dopamine/norepinephrine). This is easily a 2 billion dollar drug annually, once it is shown to help anxiety as well, which is highly likely. Small float, huge upside, massive short squeeze. Do your own due diligence.
    Jan 23, 2011. 08:34 AM | Likes Like |Link to Comment