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Senomyx Inc. Message Board

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  • iinvestlongterm iinvestlongterm Jan 27, 2012 10:00 PM Flag

    Pepsi close to sweetener breakthrough-CEO

    "YOU WILL see it in 2011. She is a VERY smart lady, and does not miss set expectations."

    Well I guess this is her first ever missed expectation. Does anyone have expectations that we will see a Pepsi product on the market with a SNMX ingredient during 2012?

    I got out of this stock almost completely a while ago for the reason I mentioned in my comment above over a year ago. The SNMX development process and the end product reformulations, consumer testing, etc. take a very very long time. I thought there were better opportunities for my money and didn't see significant commercial revenue in 2011.

    That said, I am back in with 25,000 shares over the past two days. My reasoning:
    1) At this price it was getting too attractive for me to pass up.
    2) Commercial revenues are very low, but YOY comparisons are certainly showing promise.
    3) In Q2 and Q3 we are going to start to see numbers from Fermenich sales of S6973. And since commercial revenues are reported one quarter in arrears, SNMX should start to have more predictable guidance.

    Seems like overall this is a good time to get back into something I have a strong long term belief in.

5.45+0.07(+1.30%)May 22 4:00 PMEDT