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Synta Pharmaceuticals Corp. (SNTA) Message Board

  • jfk123_1 jfk123_1 Sep 29, 2013 11:19 PM Flag

    My assessment of Saturday's investor call (3)

    the gene/mechanism that likely causes chemo and ganetespib resistance. And Safi said the company will identify an appropriate bio marker. He said it needs work and analysis on this point.

    2) Analyst asked why ALK not broken out. Company said it was because the resultant sample size would have been too small for any kind of scientific extrapolation of genuine meaning. The analyst shot back that the breast trial size from which the company made material extrapolation from when it expanded Enchant1 was similarly very small. The analyst conceded the breast data "looks very impressive" but the point was made - he implied the company was picking and choosing when science was on their side and when it wasn't instead of applying rules uniformly across the board. I think the analyst had a point, and the company needs to overcome the perception that it may be "spin doctoring" the data when it suits them.

    There you go. The last two points are really nothing new per se, and shouldn't have any share price impact and the point that the company feels it has a good grasp on the gene/biomarker for chemo/ganet resistance is likely a positive from the meeting. But the company could probably get a higher PPS and reduce the short interest if it could more directly and proactively address a few of these well articulated investor concerns.

    In conclusion, from what I heard from the majority of the call, there was definitely news that could impact the share price, and my belief is that this news was predominantly positive and very bullish for the PPS.

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    • "..... 2) Analyst asked why ALK not broken out. Company said it was because the resultant sample size would have been too small for any kind of scientific extrapolation of genuine meaning. The analyst shot back that the breast trial size from which the company made material extrapolation from when it expanded Enchant1 was similarly very small. The analyst conceded the breast data "looks very impressive" but the point was made - he implied the company was picking and choosing when science was on their side and when it wasn't instead of applying rules uniformly across the board. I think the analyst had a point, and the company needs to overcome the perception that it may be "spin doctoring" the data when it suits them.

      There you go. The last two points are really nothing new per se, and shouldn't have any share price impact....."

      jfk-
      I enjoy reading your posts, although it would be nice if there were fewer of them - or at least an attempt to make them more concise. I have two comments:

      1) You brush off the implication that Synta is "spin-doctoring" as being "really nothing per se" when, in fact, it DOES and WILL have a significant impact on PPS going forward. Synta is already preceived as pumping any good news it has to offer no matter how significant. Continuing on this path, as was suggested by the analyst regarding ALK, could cause in immeasurable amount of distrust in the investing community.

      2) Instead of starting 100's of new threads every ten minutes, why don't you just start a "jkf's thread for Oct-1-2013", and just add your posts to that thread. It would make the message board easier to navigate and give other's equal opportunity to have their posts read.

      • 1 Reply to toadear
      • Another soft basher. The main problem with this board is that there are few real longs or honest traders or investors who take the time to post. Most posters here are dishonest and generally on the short or soft bashing side. It doesn't make for good reading on its own, you should thank me for my time. If shorts and weak longs are willing to throw away money on days like today, then perhaps I shouldn't post at all, just encourage them. Their ignorance will line my pockets.

    • Bringing to the top.

 
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