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Re: ZIOP and XON $$$$$ Raise/a few thoughtsI don't think you bought too early. They will protect that $27 market price or they will never do another Kirk deal. Kirk will blackball them.from his deals. Juno/Kite may well be a reaction to market conditions. A bit early to be sure Most sold were ITM I am taking the position that Kirk already delivered in the short term. They announced the expansion of the collaboration in July to include Car T cell therapies which was based primarily on the rheo switch and Il-12. In the December they were supposed to present an abstract on what they were doing. It got pulled{now we know why-I think Rob was right on that score} AND VOILA in Jan. we get the MDA deal putting this pipeline leaps ahead of where it was. All this negative rubbish that is circulating is just repositioning the market place on both stocks. There is little doubt this has major impact on both going forward. They just don't want you to e the beneficiary of that fact. I don't mean to give the impression this is a slam dunk. It is not. But it will be highlights on the Street until there is a significant reason to believe it is gold or bust. As far as the secondary for XON.. Irrelevant in the long run if their science is successful in any number of venues. Short term.ZIOP and will be volatile as hell until there is a significant major development in their respective Corps. As a committed long you either have to be patient and watch how the Street plays this or you sit on the sidelines. Trade at your own peril. There are sharks everywhere who smell blood. Ours and in many cases their own a few thoughts- |
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