+ Watch XON
on My Watchlist
potwbtial to create life
Back down to where insiders bought ($13-15)
detected some noticable insider buys...
Intrexon is a spec play for me. It IPO'd in September 2013 at $23 and hit $35 in January riding the "biopharm bubble".It dropped hard when the bubble defated and caught a higher tailwind on a report on one of it's segments in early May. IIntrexon is not an easy company to "figure out". I think it has "confused" the market. It has multiple segments that on the surface don't appear related. When it prints a news release on one segment, it gets branded as "this is what it does", I do/don't like that.I debated in one forum with someone who seemed to think they did "synthetic fuels" and had no moat. When the news hit that "engineered salmon" could face state by state regulation, it's AquaBounty Technologies division came in the news. Acquaculture was a 75 Ton, $135B (YES, B, BILLION) industry in 2012 and is growing. A one gene differentation can produce Salmon that grow at twice the rate of wild and that are sterile. States that depend on salmon state concern for "cloned" salmon and the risk they could harm wild salmon. The salmon have a gene difference and are not "cloned", and again are sterile. The first farm is "inland highland Panama"...yep a threat to Atlantic salmon That debate aside.The point is that Intrexon is trying to become all things "dna". The salmon was the most likely revenue stream other than licensing. It participates in stage product portfolio -- spanning health care, energy, food, and environmental applications. It's website is DNA.COM, not biofuels.com or engiineeredsalmon.com.Due to confusion Interxon sold off heavy as it rode the biopharm index down with many others that were forward priced but virtually no supporting revenue.It's hard to tell what the future holds, it could be huge, but it could take time. Valuing a company with this many facets is difficult. I was watching its' drop, it went from $15 to $13 Friday, (5/9/14) on heavy voluem and the knife edge was pointing right at me. I reached out at $13 and rarely for me, the knife turned and Intrexon closed the day on a high near $16 on 2X average volume.I can't use metrics to justify this call, at this point, it's a spec play, and you can read all the literature and all the opinions and I would challenge you to call it anything but a spec play.63% is owned by one fund. I could see much more selling on the long road, or some segments might produce "good news". If you play it, scale in, set limits, but try to understand "what you are playing". Don't be fooled by a segment report.
insider buying + good stock
Bio what ever is the new tech! Go nerds
There will come a day when we suddenly need lots of stem cells. That day is tomorrow. (or maybe the day after).
Intrexon has innovative gene technology that is winning joint ventures in drugs,food, and agriculture. They just signed up a biggie, Johnson and Johnson.
Synthetic Fish. Probably the end of the world, but I want to see what happens to the stock. Just watching, not investing.
i dont know about biotech but i do know that the world need more food to sustain and need more ways to battle diseases and the alternative is biotech
I feel this is a good play on the unavoidable issue of rapid population growth. There were 3 Billion people on earth in 1850, 4 Billion in 1960, 5 Billion in 1980, 6 Billion in 2000, and 7 billion roughly in 2014. Its no question earth's natural rate of resource renewal will become insufficient at some point to support such a rapidly growing population. Enter synthetic biology. Technology that can cut the growth cycle of a salmon in half for example. Technology to increase Earth's ability to support exponential population growth. Obviously this isn't an issue today and might not even be in 50 years, but the technology developed today will save the human race in the future. I think Intrexon could be a key component in this.
Quote from RJ Kirk:“I’ve been a biotech investor for 27 years, and Intrexon is by far the best thing I’ve ever seen,” says Kirk, 56, who raises falcons and composes electronic music on a 7,200-acre cattle farm in rural Pulaski County, Va. He likens Intrexon to “the Google of the life sciences” and predicts that in a decade it could become “the largest, most significant company” in its burgeoning field.
because XON will be to life sciences what "Intel" is to the computer.I am also betting in a company where the CEO has personally invested 250M of his own cash. Name another pre-revenue company where the operating CEO has ever done the same? RJ Kirk has been successful in biotech for almost 3 decades, and he "just might know something, us common fools do not."
Sun, the India drug company holds or seems to control XON who is really an R&D company that still in the early stage of being profitable.
XON is in collaberation with AmpliPhi Biosciences Corp ( APHB - OTC ). Both have major articles in the Bio Mags (both past and present)and they could'nt be praised more. XON is a recent market entry and APHB is a penny stock with unheard of potential.
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