I took a full position in XON over the past few weeks. Was communicating with a broker recently who was doing due diligence before taking a position. Here is some info I provided him:
Many collaboration agreements which show industry insiders are believers. They have broad R&D portfolio including synthetic biology, rare disease and CAR-T cancer which are both hot bio plays. Merck just signed an exclusive agreement which could result in XON receiving over $800m in milestone pays. Early stage and a likely candidate for M&A if the provide good data on trials in future.
Also heard Martine Rothblatt CEO of UTHR mention them in her interview at eMerge recently. She was very high on XON potential for disrupting health care. A couple of heavy hitters involved which could disrupt share price if they decide to exit.
Cash burn vs on hand = minimal short term dilution risk.
Intrexon Corp (NYSE:XON) was downgraded by research analysts at JPMorgan Chase & Co. from an “overweight” rating to a “neutral” rating in a research report issued to clients and investors on Tuesday, TheFlyOnTheWall.com reports.
Intrexon Corp (NYSE:XON) opened at 57.68 on Tuesday. Intrexon Corp has a 1-year low of $16.13 and a 1-year high of $69.45. The company’s market cap is $6.30 billion. The stock’s 50 day moving average is $54.42 and its 200 day moving average is $44.85.
Intrexon Corp (NYSE:XON) last posted its earnings results on Monday, August 10th. The company reported $0.01 earnings per share for the quarter, topping the consensus estimate of ($0.04) by $0.05. The business earned $44.90 million during the quarter, compared to analysts’ expectations of $55.93 million. Equities analysts anticipate that Intrexon Corp will post ($0.07) earnings per share for the current fiscal year.
Keep an eye on XON. They sold off much higher than most bios probably because they had been a consensus favorite of many. Once the liquidation started everyone that was selling likely included XON in their liquidation list. Today the stock was pretty strong up around 10% most of the day. Still need to ensure a bottom is in, but this one will bounce faster than most once the money starts moving back in to IBB
Intrexon Forms Second Collaboration for its Natural Gas Bioconversion Platform Thu December 3, 2015 4:02 PM|PR Newswire | About: XON SOUTH SAN FRANCISCO, Calif., Dec. 3, 2015 /PRNewswire/ -- Intrexon Corporation (NYSE (NYX): XON), a leader in synthetic biology, today announced the formation of Intrexon Energy Partners II (IEP II), a joint venture with a select group of external investors, to produce 1,4-butanediol (BDO), a key chemical intermediate with a global market value exceeding $5 billion that is used to manufacture spandex, polyurethane, plastics, as well as polyester. This is Intrexon's second partnership utilizing the Company's proprietary gas-to-liquids bioconversion platform to generate high-value products from natural gas, the most inexpensive source of industrially usable carbon for fermentation today.
photos.prnewswire.com/prnvar/20130919/NY83283LOGO "As an intermediate used in the manufacture of multiple industrial compounds, plastics, and fibers, the market demand for 1,4-butanediol is significant, despite the costly and energy intensive processes currently used for its production," said Robert F. Walsh, Senior Vice President, Head of Intrexon's Energy Sector and Industrial Products Division. "With the knowledge framework in place to optimize microbial engineering and fermentation, we believe our methanotroph bioconversion approach will reduce energy use, production costs, and waste while producing a single high value product."
Through Intrexon's advanced suite of technologies, methanotrophs that naturally consume methane have already been engineered to produce isobutanol as well as farnesene. Production of BDO within these microbes follows similar metabolic pathways enabling translation of the Company's unique know-how and proprietary genetic technologies to achieve commercial-scale production of this valuable chemical along an accelerated timeline.
Intrexon's approach may result in significant economic advantages in the production of BDO. Traditional methods require multi-step catalytic processes with high energy and hydrogen inputs. In contrast, the Company's bioengineering of methanotrophs will create BDO through a cost-effective, single-step fermentation process. Additionally through its superior yield potential versus other microbes and utilization of low-cost natural gas feedstock for fermentation, Intrexon's methanotroph bioconversion platform has the potential to drive industry-leading margins for the fuels and chemicals it produces including BDO.
"IEP II will synergize with our ongoing isobutanol program within our earlier-formed Intrexon Energy Partners joint venture. Each of these programs highlights the strength and flexibility of our underlying bioconversion platform in generating varied compounds from a single low cost carbon feedstock," said Randal J. Kirk, Chairman and Chief Executive Officer of Intrexon. "Establishing additional ventures that leverage our technology leadership positions while retaining significant participating economics for our shareholders remains an important business goal for Intrexon (XON), especially since we continue to note increasing efficiencies with scale at this point in our growth trajectory. Our capital efficient business model and strong balance sheet enable us to co-invest in some of these opportunities without the necessity of selling any additional shares, a prospect that we do not entertain for the foreseeable future."
Through an Exclusive Channel Collaboration (ECC) agreement, Intrexon will receive a technology access fee of $18 million. IEP II will be responsible for all costs related to the development, manufacture, approval and commercialization of the product. Intrexon owns a 50% interest in the new venture.
Fibrocell and Intrexon Announce Collaboration to Address Chronic Inflammatory and Degenerative Diseases of the Joint Mon January 4, 2016 8:00 AM|GlobeNewswire | About: FCSC, XON EXTON, Pa. and GERMANTOWN, Md., Jan. 04, 2016 (GLOBE NEWSWIRE) -- Fibrocell Science, Inc. (FCSC), (NASDAQ:FCSC), an autologous cell and gene therapy company translating personalized biologics into medical breakthroughs, and Intrexon Corporation (NYSE:XON), a leader in synthetic biology, today announced an Exclusive Channel Collaboration (ECC) for the development of genetically-modified fibroblasts to treat chronic inflammatory and degenerative diseases of the joint, including arthritis and related conditions. According to the Centers for Disease Control and Prevention, arthritischaracterized by joint inflammation, pain, and decreased range of motionis the United States most common cause of disability affecting more than 52 million adults as well as 300,000 children at a cost exceeding $120 billion. resource.globenewswire.com/Resource/Download/9b730645-676a-4e9b-a774-9a381600bc3c?size=2
The synergy of our versatile fibroblast platform with Intrexons genetic engineering is readily apparent through two product candidates, FCX-007 and FCX-013, which have generated encouraging preclinical data across difficult-to-treat indications, said David Pernock, Chairman and Chief Executive Officer of Fibrocell. We are excited by the expansion of our relationship with Intrexon (XON) and believe the power of our combined platforms will allow us to vie for leadership in this major therapeutic category and bring hope to patients and their families.
Through the collaboration, Fibrocells proprietary fibroblast platform will be combined with Intrexons cellular engineering capabilities to generate cell-based therapeutics that have been modified to express one or more proteins at sites of joint inflammation helping overcome the limitations of existing treatment approaches for chronic inflammatory and degenerative diseases of the joint.
With present standards of care focused on limiting symptoms and slowing progression, optimal therapy for inflammatory, degenerative diseases of the joints represents a major unmet medical need and a significant commercial opportunity, stated Samuel Broder, M.D., Senior Vice President and Head of Intrexons Health Sector. With Intrexon's Better DNA® suite of proprietary technologies, our innovative engineered cell-based therapies may provide long-lasting effect while minimizing the repeated injections necessary with current treatments.
Under the terms of the agreement, Intrexon will receive a technology access fee of $10 million in cash and reimbursement for all research and development costs. The agreement also provides for regulatory and commercial milestone payments to Intrexon for each collaboration product of up to $30 million and $22.5 million, respectively, as well as a low double-digit royalty based on the net sales from collaboration products.
Under: Been on the sidelines for a bit holding (building) cash. Now that "BIGLEY" has rolled out the tax plan its time to jump in.
Dec 21, 2017 19:06:02 GMT -6
martyc: Looks like you are buying Msft again!
Dec 15, 2017 11:23:29 GMT -6
martyc: The news that Trump called Rupert to congratulate him sure seems to indicate that this is heading to approval
Dec 15, 2017 11:22:23 GMT -6
Under: DIS finally getting some traction.?
Dec 14, 2017 17:08:45 GMT -6
martyc: I took an entry level position in DIS. Will add eventually to overweight when it becomes clearer that the deal will go thru. Can't believe how well positioned they will be. 60% Hulu. 20% of content watched on NFLX they can pull. More in thread
Dec 14, 2017 11:05:16 GMT -6
Under: Great posts on $DIS
Dec 13, 2017 17:50:49 GMT -6
Under: $ROKU Citron on a war path.
Nov 28, 2017 15:11:20 GMT -6
Under: $HAS takeover bid for $MAT?
Nov 10, 2017 16:16:07 GMT -6
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs
Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs
Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO
Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty?
Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out
Nov 9, 2017 7:08:53 GMT -6