What's Barton's exposure and rational now? His off ramp seems to be unknown today.
Drew went one direction, Tran went another.
Rosenberg mentioned NK cells were not the solution..
Feels like it going to be pure luck for a viable solution to reveal itself.
That’s what led me, through Ziopharm investors, to Barton of Dallas-based hedge fund White Rock Capital. Barton has touted what he sees as the enormous potential of Intrexon in the past, and when I spoke to Barton this week as he walked his dogs through the woods somewhere in Texas, he told me that White Rock is a “significant” investor in both Intrexon and Ziopharm. (He says he doesn’t have to disclose the number of shares it owns because the fund has less than $100 million in long exposure.
I asked Barton why he believes Ziopharm is poised for a sharp rise in the next year.
“I would say that (Ziopharm) has the ability to control the genes and CAR-T cells in a way that will become the leading technology (for gene therapy),” he said. “We believe the suite of technology, including the RheoSwitch, is going to be the operating system for controllable, reliable gene therapy.”