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Re: 2 weeks before the CCMy best guess at what comes next... The goal of the next raise is to just put the cash runway into early 2023. Sounds futuristic enough. Mix of shares and headcount reduction. New management (ZIOP 3.0) needs to feed at the trough first. They aren't here for you. It's why Huang didn't buy at 2x the price like others were requesting. In hindsight, we know what happened. Cooper couldn't get POC to the clinic; new deal with MDA to replicate Rosenberg w/ensuing raise/ATM. NCI lab delays and they lost Deniger. Btw, another 3 month delay for Rosenberg's new lab. 2020 covid delays and shareholder unrest likely led Cooper to pull the emergency alarm to hire Lonza, Vineti, SAB, 30+ new employees to work from home; 5m to fight shareholders. Put yourself in ZIOP 3.0 shoes. It shouldn't be that difficult to treat a TCR patient via Lonza. FDA signed off in Q1. That will happen soon after the raise. Calendar spreads might be interesting. Each of the prior raises accomplished something for somebody. When the shorts bought at -25% it was an immediate gain on their current position but upset the bulls; when the Postma's bought ~2.50 at no discount but free 5 yr warrants at ~3, it was a immediate delta gain for them and helped the bulls because it removed the cash issue. That's what I expect from the new raise, but it's not like 3.0 can only self deal. I can make an argument for the shorts wanting in as it covers some part of position and limits their downside via warrants. Pinball free game award. Instead of swapping the $3 warrants for $7 warrants in order to exercise them, they should have just issued new shares at that level regardless the discount. Instead, it created a bunch of warrant shares that prevented them from selling early 2021 on the run up. Classic Ziopharm. Partnership - of what? When you stop paying for follow up visits for IL-12 patients, platform is over. They don't own CD19 and Kite leaving TCR at a potential low cost is not great. Looking forward to complaints about NEOG share price from seemikelosemoney. Secondary - Above r/s - The 100m new shares took that off the board, it is eventual unless... Reverse merger - Yep. eventually. I remember when Rob was quoting Kirk as saying Kite was just trying to get bought out. Yes. That's the goal of investing in these companies. New CEO - 5 months later |
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Msg # | Subject | Author | Recs | Date Posted |
117325 | Re: 2 weeks before the CC////yahoo bob here to help | pharmionphil | 1 | 7/28/2021 9:33:51 AM |
117326 | Re: 2 weeks before the CC | liposghost | 3 | 7/28/2021 9:48:45 AM |