NYSE:XON Interxon Corp. Equity Analysis

In keeping with the newly created tradition here at Evolution Consulting, we present the next installment of “caffeine fueled Friday morning equity analysis”… on Sunday evening. While we do not fans of excuses here at Evolution Consulting, we do have very good logic and reason as to why. Once again, @StockCats (of stockcats.com), a site our work has been featured on, has presented us with $XON. NYSE:XON (Interxon Corp). That means we had to seek the expertise of Evolution Consulting’s own “Esteemed Assistant” who in addition to being a welcome addition to Evolution, also holds graduate level degrees in microbiology. In other words, “she knows more about the kind of work $XON does than the rest of the Evolution Development Team combined (who’s approach to first aide and medicine is often somewhat limited to “walk it off” and / or “here is some gauze and some tape”).

Firstly, the work that $XON does is to say the least… “complicated”. In fact based upon Evolution 4.0 analysis, $XON does own the rights to several proprietary genetic modification / genetic creation (yes we said creation), technologies as well as “genetic libraries” that are entirely property of Interxon. In other words, the kind of stuff that one would expect to read about in a Michael Creighton novel in conjunction with Jurassic Park. Their scientists including world renowned “gene jockey” J. Craig Venter have made the sort of progress in their work that makes the entire Evolution dev-team want to offer our most sincere “well done sir” standing ovation of intellect. Venter, along with his team have (according to Evolution 4.0 and other research) “created life” vis a vis the world’s first “synthetic cell”. While that may not sound like much, the creation of said synthetic cells and synthetic life forms (by way of something as simple as algae), mean that the door for future genetic modifications and the understanding of human genetics is now wide open.

The application for such genetic modifications can range from the “mild” such as has been seen by companies such as Monsanto in the much debated “GMO” food industry, to industries and applications that may not exist yet. The latter portion of this is why we have become very interested in $XON. Even in our first level research, we do realize the following very important points:

1. $XON (addition to owning the intellectual property rights) to many of the techniques and procedures scientists like Venter use, they also own the “genetic libraries” that are required to make processes such as Ventner’s “synthetic cell” possible. The ownership of said intellectual property may make (as some have already compared) $XON the “Google” of bioscience / genetic science.

2. Unlike a lot of other bio-pharama companies, $XON is experimenting with genetics on an entirely different level. In other words, research well beyond even that of he ever controversial “stem cell” level.

3. Of all the intellectual property that $XON owns, specifically there is the “modular genome and DNA components”. In other words, technology that allows those studying genetics to “assemble” DNA helixes and the more intricate components thereof similar to the way Legos would be put together. Parts that fit together to expedite the “work flow” and experimentation with said genetics. They are as far as we can tell the only company on the planet that has achieved “modular genetics”, never mind put them into “libraries” as far as organization goes.

4, The application of even segments of $XON’s research / products are limitless, even according to Evolution’s Esteemed Assistant who has her Masters Degree in Microbiology.In other words Interxon has taken the “Levi Strauss” approach to genetics work by creating the tools (libraries, techniques, and systems) for other companies to expand greatly upon their work.

Now then, here is where things get really interesting. In comparing some of the research we have done with $XON with other Evolution 4.0 research, we would be lying if we did not mutter the words “jackpot” a few times. The reality of the situation the kind of cutting edge research that $XON is doing fits hand in hand with a lot of “future of the species known as humanity / the world” research that Evolution Consulting has been doing for a number of years. Most notably, we are speaking about humanity as a species taking control of its own “genetic purity” levels, and making requisite “genetic modifications” to ensure the “quality of the species” at a macro level. Before everyone starts blabbering about George Orwell and such, we pose the following question:

Is it not the right of a species that reaches a certain level of advancement in terms of technology to ensure its own future however possible?

While yes we do realize that is a “deep thinker” question, the fact is that the understanding of human and other genetics is inevitability. As such, from a purely investment perspective, we are going to have to agree with a lot of the reviews out there suggesting that (as we already mentioned), $XON may very well be the “Google” of genetic science.

While there are plenty of great $XON reviews out there, we would like to add the following important information to this analysis. A lot more than “retail level stock pickers” have taken notice of $XON’s work and have spoken with their respective wallets:

Note this piece which can be found at:

http://www.thevistavoice.org/2016/04/10/new-york-state-common-retirement-fund-buys-49290-shares-of-intrexon-corp-xon/1043417/

New York State Common Retirement Fund raised its stake in Intrexon Corp (NYSE:XON) by 30.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 212,875 shares of the company’s stock after buying an additional 49,290 shares during the period. New York State Common Retirement Fund owned about 0.18% of Intrexon Corp worth $6,418,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Third Security LLC boosted its stake in Intrexon Corp by 0.7% in the fourth quarter. Third Security LLC now owns 62,147,301 shares of the company’s stock valued at $1,873,741,000 after buying an additional 422,619 shares in the last quarter. Emerald Mutual Fund Advisers Trust raised its position in shares of Intrexon Corp by 23.2% in the fourth quarter. Emerald Mutual Fund Advisers Trust now owns 311,406 shares of the company’s stock valued at $9,389,000 after buying an additional 58,632 shares during the last quarter. Sei Investments Co. raised its position in shares of Intrexon Corp by 48.4% in the fourth quarter. Sei Investments Co. now owns 91,207 shares of the company’s stock valued at $2,750,000 after buying an additional 29,762 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank raised its position in shares of Intrexon Corp by 5.0% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 148,927 shares of the company’s stock valued at $4,490,000 after buying an additional 7,096 shares during the last quarter. Finally, Private Wealth Partners LLC raised its position in shares of Intrexon Corp by 17.9% in the fourth quarter. Private Wealth Partners LLC now owns 45,150 shares of the company’s stock valued at $1,361,000 after buying an additional 6,850 shares during the last quarter.

While we could go on here for pages and not even come close to doing the work that $XON and companies like Interxon do any level of justice, here is our investment summary analysis:

Firstly, we have often talked about the often-magical combination of “perception crowd trade” mentality and the underlying trade being of sound fundamental economic nature. Much like in some of our metals investing / mining plays, here is another example of both a “story stock” as well as “sound fundamental investing” stock all in one.

Based upon the above quoted information, we have already seen a fairly broad and diverse group of institutional level investors take notice of $XON’s work and research. Each of those institutions has their own risk profile and investing criteria, despite that, all of them have chosen to put up sizable investments into Interxon. Especially the New York State Common Retirement fund that sports some of the most stringent regulations in terms of making any variety of investment that might be mistaken for “speculative”.

In so far as short term investing risk / reward, the intention and largely successful approach of stopping the Zika virus through the genetic modification of the mosquitoes that carry said virus is getting quite a bit of positive attention from even national level health organizations (in addition to the WHO World Health Organization). This is primarily because at present, there is no vaccine for Zika. However, though not surprisingly, Interxon is also leading the way (along with a few other organizations) in finding a functional vaccine for said aforementioned Zika virus. Again, in terms of the short term crowd trade (along with fundamental product / service viability), we give $XON the thumbs up at current levels. Those waiting for an index level “pull back” can take a look at the 30.00-32.00 per share buy order target.

Equally, if not more important is the fact that we have added Interxon to our “companies that will survive and likely prosper before, during and after the GER (Global Economic Reset / GCR Global Currency Reset). Currently on that list are petroleum related companies, metals mining equities, and select tech companies. (Organizations that will prosper before, during and especially after the GER is something we will be doing a two hour exclusive podcast on soon.)

In fact, $XON is the first company (apart from $TSLA) that we have openly stated is going to be a winner right through the GER / Currency Reset cycle. Why? Again, we point to a lot of the information that we have seen in terms of the importance of “species centric genetic management” that will be critical in the evolution (no pun intended) of the human species. Based upon input from Evolution’s Esteemed Assistant, the components such as modular genome technology, as well as the understanding of ultra advanced “cellular life” is the foundation to build other important technologies upon. In fact, the combination of the work that $XON is doing and the research companies are doing into such advanced fields as “bionetics” could pave the way for a whole new generation of species centric genetic management as well as entirely new approaches to modern medicine / the medical field. In terms of the logic we apply to make such a bold statement as we have in terms of a “buy rating” on $XON, we again point to the intellectual property that they own the rights to. Additionally their staff has been much applauded by a myriad of sources as being one of if not the “best in the business” in their respective fields.

As much as we loathe to say a company is going to be the “next Google, Facebook, Microsoft, etc”, the reality of the situation is all the ingredients are there for both short, mid and long term success for $XON. Combine that with the wide variety of institutional investments (and their respective approaches to investing / risk mitigation), and we once again have no choice but to give the two thumbs up to $XON.

Something else that we would like to add is that as more and more organizations take an pro-active approach to genetic research, the technology and processes owned by $XON should prove to be very viable / lucr

ative revenue streams which will serve to further fund additional research. Given current revenue numbers, according to Evolution 4.0, $XON has used the “pay it forward” approach to funding. That is to say that while negative or flat revenue numbers may be the case now, it will not be the case for much longer. The real genius of what they have done will pay dividends soon in the form of results from research and additional investment interest.

That said, we would like to say a very sincere thank you to StockCats.com and the management thereof for recommending such an interesting equity for analysis. We very well may post another piece related to $XON’s research in the near future (more of a systemic / processes / specific research piece). Those that follow Evolution Consulting’s work know that we do often research controversial subjects, and obviously the concept of genetic modification / genetic creation is certainly one of them. However, given the information that we have, we are curious to see how Interxons previous, current, and future work will lay the ground work for a very important part of the future of humanity.