Replies to post #115296 on Biotech Values

[mcbio]

Anyone here a big fan of Ziop? I took a position after Kirk pushed in. Looking for some BV feedback.

I'm long ZIOP. Hopefully that offsets my reluctance to go long ARIA. ; ) Honestly, the Kirk deal caught me off-guard and I'm not sure what to make of it. But, ZIOP appears to have a nice pipeline and Kirk certainly has a nice track record so I'm hoping the Intrexon deal bears fruit.

[rkrw]

RE ZIOP/Kirk.

http://blogs.forbes.com/robertlangreth/2011/02/22/the-next-big-move-for-the-smartest-biotech-investor/