Summary
- Riding the waves of CAR-T innovation, Ziopharm Oncology is substantially rewarding shareholders while delivering hopes to patients afflicted by deadly tumors.
- The company is harnessing the power of a disruptive CAR-T dubbed Sleeping Beauty. As a precision medicine available within two days, Sleeping Beauty is essentially a point-of-care treatment.
- Leveraging plasmid gene transfer, Sleeping Beauty enhances efficacy while minimizing potential toxicity. Interestingly, it will be available at a fraction of the cost to conventional CAR-T drugs.
- Looking for more? I update all of my investing ideas and strategies to members of Integrated BioSci Investing. Start your free trial today »
I call investing the greatest business in the world because you never have to swing. You stand at the plate, the pitcher throws you General Motors at 47! U.S. Steel at 39! and nobody calls a strike on you. There’s no penalty except opportunity lost. All day you wait for the pitch you like; then when the fielders are asleep, you step up and hit it. - Warren Buffett
I'm usually stoked when elucidating a disruptive treatment modality that delivers hopes to patients while fattening up your investment account. ZIOPHARM Oncology (Ziopharm) (ZIOP) epitomizes a company achieving that feat. Since I recommended the stocks to Integrated BioSci Investing members, the shares have appreciated over 112%. Nonetheless, the best is yet to come because the lead franchise, Sleeping Beauty CAR-T, is awakening. As a highly advanced CAR-T, Sleeping Beauty is special because she overcame the setbacks of conventional drugs. Specifically, Sleeping Beauty CAR-T can be made available to the individual patient within two days like a point-of-care. Available at a deep discount, she has an advantage over competitors. And being constructed from a plasmid, Sleeping Beauty can grace patients with high efficacy and good tolerability.
Figure 1: Ziopharm chart (Source: StockCharts)
In following Yescarta's and Kymriah's footsteps, Sleeping Beauty is making her way to the clinic. The recent FDA authorization to commence a trial with Sleeping Beauty laid the foundation for future rallies. In this article, I'll present a fundamental analysis of Ziopharm and provide my expectation of this Philip Fisher growth stock.
