Re: "You can see control of both CAR expression as well as membrane-bound IL15 production through RheoSwitch platform utilizing the Sleeping Beauty system. This unique capability through our gene switch enables an unrivaled control approaching CAR-T cell
To refresh, my background is a PhD in molecular biology, MD Oncologist and I have been an investigator on numerous oncology clinical trials. This just reflects my opinion. Compared to any of these other companies with much larger market caps ZIOP has a more impressive pipeline. Kite trial in All and NHL shows that their CART19 works well however it comes with severe side effects, has to be delivered at a major cancer center and is extremely expensive. Sleeping beauty with POC will be able to delivered in the local community with fewer side effects for a cheaper price. Canaccord analyst last week increased their price target from 75 to 90 for KITE noting risk around the name was related to the company courting major cancer centers and convincing them to deliver the therapy and having community oncologists refer their patients to these centers for this therapy. No community Oncologist is going to refer their patients to a regional cancer center if they can deliver a similar, cheaper therapy locally. That is one of the reasons that Dendreon failed with Provenge...it was too expensive, doctors are overwhelmed and didn't want to take the time to figure out how to arrange the complicated delivery pathway and for sure they were not going to refer their patients to another doctor and lose the revenue....they just treated the patient with a different therapy. Sorry to say but that is how it works. Also keep in mind in the age of cost containment when federal budgets are getting gutted and Medicare trust is running out of money do you think the government will endorse Kites $150,000 therapy or Ziops $75,000 therapy (assuming that they are equally as effective, the absolute numbers are made up approximations of what the treatments could cost). Regarding GBM and IL12.....noone has been able to control gene expression and although kill switches are out there, Rheoswitch is the best by far....so far. IL12 GBM data is impressive, although underpowered and needs to be studied with more patients so they can get meaningful statistics. I have treated at least 50 GBMs in my career. Even comparisons to historical experience is impressive. Obviously the FDA granting ability to proceed from phase 1 directly to phase 3 agrees. I don't hang my hat on artificial timelines...whether their phase 3 trial design gets approved next week or next month doesn't mean anything to me as I have a longterm investment thesis. Neoantigen identification and targeting of solid tumors with regards to personalized immunotherapy is super exciting. I can't wait for some data. If I were them I would keep all of my IP out of the hands of competitors as well. If it comes to fruition this is a mega discovery and it will be interesting to see how they protect it. DNA based delivery platform, Sleeping beauty is one barrier to entry and the viral platforms are not amenable to this type of scale up and manipulation considering any type of reasonable time and cost parameters. There are so many more things to talk about....actogenics platform for GVHD, NK cells, TCR......I see many good things happening here. It is a small company with a deep and broad pipeline and intellectual capacity. The XON bench makes it possible. I believe we are in early innings and the stock is hugely undervalued.