Replies to post #202453 on Biotech Values

[DFRAI]

ZIOP question - What does it own solely?

ZIOP has an agreement with XON encompassing use of XON tech and IP and ZIOP owns 80% of profits going forward in the cancer and gvhd area of discovery. XON does the heavy lift of discovery, preclinical etc...of course ZIOP - Dr Cooper has input on target selection, design of trials.
Recent actions by ZIOP and XON would indicate a buyout in the near future - there is a lot of reading and IV board is a very good resource

1. ZIOP now owns 80% of profits with XON
2. Glioma results maturing - results in November....they treated glioma stage 3 and 4 with good results thus far
3. 5-7 INDs in 2nd half
4. CEO Cooper statements - they have keys to kingdom - he was at MD Anderson when major pharma came knocking and they chose XON/ZIOP technology because it was superior to all he saw
5. MD Anderson is running many other trials that ZIOP.XON have/benefit
6. Merck Germany took 2 CAR with option for 4 more targets ...greatly exceeding the market cap if they move forward. Think Merck Germany has the most incentive to buy them....also Merck opened a large center next to ZIOP and CEO Kirk of XON was keynote speaker last year at Merck intro in immunology/cancer
7. XON ceo Kirk - mentioned that 2016 will prove their tech
8. Possible major deals in TCR - solid tumours or NK or outright buyout

Many other tidbits and inferences that allude to a buyout in my opinion in the range of 15-20 as it is now....if other data comes out it could be higher

[CHM_760]

Ziopharm is the Oncology ECC for Intrexon. In one sense, you could say that it owns 100% of the exclusive license to use Intrexon's technology in the field of Oncology. Two examples of this technology would be the RheoSwitch and the Sleeping Beauty Non-Viral approach, both of which are being used in active clinical trials.

Explanation of an "ECC":
An Exclusive Channel Collaboration (ECC) is an agreement between Intrexon and its partners to develop and market products. With the ECC business model, Intrexon and its collaborators partner under mutually beneficial terms, which are designed to move research, development, and production programs forward on a reliable and effective basis. To ensure mutual success, Intrexon and its collaborators focus on their respective competencies:

Intrexon provides expertise in the engineering, construction and modification of gene programs and cellular systems, where license to its cutting-edge synthetic biology tools and integrated technology suite give partners a competitive advantage towards a successful product launch.
Intrexon's collaborators receive an exclusive license in a field, and are primarily responsible for providing market and product development expertise, as well as sales, marketing and regulatory capabilities.

Intrexon's ECC model enables the level of scale and capital efficiency necessary to address the broad applicability and diversified range of product opportunities and markets its technology impacts including Health, Food, Energy, Environment, and Consumer.

[DFRAI]

ZIOP update

Adam from Street has bashed this stock and others as well very cleverly not covering the positive facts about their technology (last 2 years)

MD Anderson on board - premier oncology research
NIH - Dr. Rosenberg called ZIOP tech the most advanced in the clinic
Cooper came on board - world renown from MD Anderson

XON - Romano who has large pharma ties appointed XON president
XON added to board of directors Fred Hasan with large pharma ties

My money is on ZIOP based on my DD. Quite surprised the biotech values board is behind the 8 ball on this company

The way ZIOP is acting....a buyout will occur in my opinion with large price swing overnight - the short sellers feel very confident and so do I.