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Synta Pharmaceuticals Corp. (SNTA) Message Board

  • skibum1985 skibum1985 Jul 29, 2012 9:47 AM Flag

    Aug 2 conference call

    Any thoughts on Aug 2 announcements? Bruce and Boards' purchases at $6.49 blow my mind as to possibilities.

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    • --->>Any thoughts on Aug 2 announcements? Bruce and Boards' purchases at $6.49 blow my mind as to possibilities.<<---

      They probably do know a variety of things we don't know (see below list for some possibilities) - but my guess is only a small fraction gets discussed at the conference call.

      Some possible things they could see in the data:

      1) A low rate of new mets (at progression) in the latest progressors of GALAXY.

      2) A low rate of new mets (at progression) in the other cancer types in non-GALAXY trials.

      3) A strong coupling of low rates of new mets in GALAXY and overall survival - i.e. the patients with no mets at progression GALAXY live substantially longer than those with mets at progression.

      4) Animal model data supporting the low rates of mets (something they may not have looked at before).

      Combinations of the data of the above sort could lend credence to a patient population much broader than, say, nsclc LDH+. But, again, how much they share at the quarterly cc is anyone's guess - that said, they clearly spend more time than most companies trying to be transparent (e.g. monthly updates to the corporate IR package).

 
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