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Author Archives: David Sobek

Long Ideas

Ziopharm Palifosfamide Decision Delayed: What Does this Mean for the Likely Outcome?

Long Ideas - Ziopharm (NASDAQ:ZIOP) recently announced that its Independent Data Monitoring Committee (IDMC) looked at the rate of events in the phase III trial and now expects … Continue Reading

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Long Ideas

Celgene: An Upside Surprise for Abraxane and a Clear Path to Continued Growth

Long Ideas - On Friday November 9th, Celgene (NASDAQ:CELG) released top-line data from its phase III 1st-line metastatic pancreatic cancer trial and noted that the study met its … Continue Reading

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Long Ideas

Endocyte: A Safe Bet for 2013

Long Ideas - Endocyte (NASDAQ:ECYT) recently confirmed that the Marketing Authorization Application (MAA) filing process for vintafolide and etarfolatide in Europe is set to be completed by the end … Continue Reading

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Research

Gilead and the Pharmasset Deal: Do the Ends Justify the Means?

Research - In November of 2011, Gilead announced that it reached an agreement to purchase Pharmasset for $11 billion, an 89% premium to its previous close. CEO … Continue Reading

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Long Ideas

Ziopharm: Making Progress in Advanced Melanoma

Long Ideas - While investors have been focusing their attention on palifosfamide and the upcoming phase III data, Ziopharm (NASDAQ:ZIOP) released some initial phase I data of Ad-RTS IL-12 … Continue Reading

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Long Ideas

Ziopharm Offers a Positive Risk/Reward Profile

Long Ideas - Palifosfamide is a bifunctional alkylator developed by Ziopharm Oncology (NASDAQ:ZIOP) for the treatment of a number of cancers. Soft tissue sarcoma (STS) is the most … Continue Reading

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Long Ideas

Early Hope for Huntington’s Disease and Further Validation of Sangamo Platform

Long Ideas - Huntington’s disease is an inherited neurodegenerative disorder that leads to the progressive degeneration of nerve cells in the brain. The disease is genetic in nature … Continue Reading

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