"Neoantigen identification and targeting of solid tumors with regards to personalized immunotherapy is super exciting."
this is the key benefit of ZIOP approach... true individual personalization of neoantigens (think inside cell not only on surface) + almost as fast as off the shelf.
" 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."
This is naive to believe for any business. It may apply in a very short time line. But there are several, might even say many, DNA therapy/editing methods being employed to achieve same goals as ZIOP... same for delivery methods... If one read Citi CELG report comments over at that board it is clear BP BBs look 10 years ahead in planning product developments (and deals to implement plan). So if ZIOP is planning on leapfrogging their current tech, they are actively working to leapfrog up coming ZIOP tech... and so it goes again and again dictated by science results and company capabilities to bring the science to the market as a propitiatory leading product.
(By the way they stated they were esp happy with their JUNO relationship ... a question people here who have for many years advocated investing in baby CELG plays might want to reconcile if it is even reconcilable. )
ZIOP has key support of the IO industry's most important KOL ... as often repeated. This is perhaps its key semi unique attribute at this point in time.
In past I have posted references to other players efforts so that people here will not think ZIOP's "keys of the kingdom" comments mean they are the only significant swimmers in this pool. Indeed all of us could benefit from a consolidated Inv Village IO board where comparative/competitive science and business information and thoughts could feed positively on each other.
As for ZIOP I hope it becomes the 10 bager everyone here hopes and plans to realize.