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Synta Pharmaceuticals Corp. Message Board

plagioclase2002 41 posts  |  Last Activity: Jun 21, 2016 3:16 PM Member since: May 13, 2003
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  • Reply to

    Thoughts

    by plagioclase2002 Jun 20, 2016 10:59 AM
    plagioclase2002 plagioclase2002 Jun 21, 2016 3:16 PM Flag

    I hear you. However, time, the amount of money & the resultant price of the stock are important. It is better to be proactive & not wish you had been. It is not $1.35 that is involved, it is the present value of the company [3.50-4.00].

    Sentiment: Buy

  • plagioclase2002 by plagioclase2002 Jun 20, 2016 10:59 AM Flag

    Because the concept of csc therapy is to extend PFS [or to OS] beyond primary treatment clinical timing is probably extended. The company should work either with a larger company [research & financial] or merge with a company such as Infinity. Infinity needs candidates but has money,

    Sentiment: Buy

  • Reply to

    Corporate Overview

    by plagioclase2002 May 30, 2016 10:45 AM
    plagioclase2002 plagioclase2002 May 31, 2016 10:10 AM Flag

    Basically the company is starting [research] anew. If they can prove their thoughts [FAK inhibitor] they have a saleable company at a much, much higher price. Time/cash is the bogey.

  • plagioclase2002 by plagioclase2002 May 30, 2016 10:45 AM Flag

    New [5/27] quite complete at verastem.com/verastem-presentation.pdf

  • plagioclase2002 by plagioclase2002 May 24, 2016 4:23 PM Flag

    Vera stem appears to be the only one working on FAK inhibition. The interest in Stemcentrix is related to work onDLL 3 [notch]. OMED lead candidate is DLL 2 . They are not involved with FAK [even though Max Wicha is a strong advocate] or DLL 3. Surprisingly not involved in DLL 3 because they believe it has limited scope. Boston Bio emphasis is on STAT3.
    The huge price paid for Stemcentrix certainly gives some validity. However, what works, when and with what is still open.

    s

    bio n

  • plagioclase2002 by plagioclase2002 Mar 15, 2016 1:18 PM Flag

    What ever develops will be quite interesting!

  • plagioclase2002 by plagioclase2002 Feb 16, 2016 1:14 PM Flag

    Believe the company will be sold when they prove efficacy. Meanwhile stock will sell at a discount. Low stock price reduces institutional interest & firms that owned & sold are unlikely to return. The only exception would be if a breakthrough in the general csc area is picked up by the general press. Fidelity [all industries] has done well in the hold until the company sells itself area. CSC therapy on a long term maintenance basis is not all that bad.

    Sentiment: Buy

  • plagioclase2002 plagioclase2002 Feb 3, 2016 9:02 PM Flag

    Amazing - This company is worth more [ A LOT MORE] dead than alive. Perhaps the directors & large stockholders should think this over.

  • plagioclase2002 by plagioclase2002 Jan 5, 2016 6:41 AM Flag

    It is 3+ months since --. Are you planning on selling/exchanging [stemcentrix,Bosto Bio,Omed] for cash plus a bit & letting others do the job or do you have a research plan B? Would you FINALLY consider research partnerships? Noticed that Joanna joined Idera. Options issued but no purchases on the open market yet.
    Best to all for the New Year.

  • plagioclase2002 by plagioclase2002 Oct 11, 2015 3:33 PM Flag

    Obviously the staff reduction included people [pharmavigilance & such] working on the trial. Command was the major activity of the company. I don't expect to hear much from management until they finalize their plans. Hopefully to include a research partnership.

    Sentiment: Buy

  • plagioclase2002 by plagioclase2002 Oct 7, 2015 5:41 AM Flag

    Don't know if the price reflects a loss of confidence or complete disappointment. Some companies, such as Infinity, have had many failures & still retain investor confidence. I don't know of any other $70 million biotech with over $100million & Verastems exposure. Prior to the offering my recommendation was that they add a research partner. This would have enabled a higher price - particularly if the partner participated in the offering. Instead they sold stock into the open market prior to the offering! Boston Biomedical & OncoMed are examples of csc that that made deals early. VSTM is still determined to go it alone. Near term it would be interesting to know the new owners of the stock & of course the results of the ovarian trial.

    Sentiment: Buy

  • plagioclase2002 by plagioclase2002 Sep 18, 2015 10:34 AM Flag

    A private company, so far, that is focusing on CSC recently raised additional money. The list of backers of Stemcentrix & the capitalization are quite interesting.

    Sentiment: Buy

  • Reply to

    Verastem Webcast

    by kaizen1950 Jun 3, 2015 11:42 AM
    plagioclase2002 plagioclase2002 Jun 7, 2015 3:27 PM Flag

    The interesting session was Sunday 5/31. As Dr. Wicha has been involved in csc research for a long time his remarks were particularly interesting. Immunotherapies will need to be combined with csc therapies. His comments on the importance of FAK inhibitors position as a key mode. Not new , the addition of csc by some oncology drugs. A lot going on.

  • Reply to

    nobdy believes in this technology anymore

    by aawilliam2003 Feb 4, 2015 9:46 PM
    plagioclase2002 plagioclase2002 Feb 5, 2015 2:07 PM Flag

    I wish all those fighting cancer success. Nothing is proved [immunotherapy] on solid tumors. I do know that custom treatments like this are fantasticality expensive. Perhaps the first csc drug to market will attract attention.

  • plagioclase2002 by plagioclase2002 Jan 27, 2015 7:08 AM Flag

    The price was certainly lower than expected. Many biotechs have been raising $ since the first of the year. No pre offering stockholder has a profit. The ones in shock are those who participated in the original offerings [$10 & $15] & saw 3 years of progress. However, this is part of the risk investing in any venture capital [no product, no cash flow] firm. The stock looks attractive here on a risk-reward & timing [operational] basis. Looking for positives: money in hand early, $ until 2017, insiders participated, company retained 100% of benefits.

  • plagioclase2002 by plagioclase2002 Jan 11, 2015 2:50 PM Flag

    The thing that received my attention was the number of leads,teasers, that have resulted from their ongoing work. The company went public exactly 3 years ago @ $10. I wonder what it would sell for if going public for the first time now. Certainly more than the present price. I do recall that the base for Genzyme was also an orphan drug.

  • plagioclase2002 by plagioclase2002 Nov 23, 2014 3:50 PM Flag

    The excellent work being done by research organizations continue to show the negative effects of CSC in oncology. However, substantial work will be necessary to provide aid to the patients.
    If a director would recommend when next raising $ selling stock, at a premium, directly to a larger company & joining in a research collaboration.
    The recent presentation in London was well done. If you can decipher the accent it is worth a listen.

  • Reply to

    THE STOCK

    by plagioclase2002 Jul 8, 2014 10:00 PM
    plagioclase2002 plagioclase2002 Nov 22, 2014 12:08 PM Flag

    The excellent work being done by research organizations reinforces the known negative effects of CSC in oncology. However, substantial work is necessary to provide aid to the patients.
    If a director would recommend when next raising $ sell stock, at a premium, to a larger company & join in a research collaboration.
    The recent presentation, in London, was well done. If you can decipher the accent it is worth a listen.

  • Reply to

    VS-6063 in KRAS Mutated NSCLC

    by mikewitzmann Oct 30, 2014 4:23 PM
    plagioclase2002 plagioclase2002 Oct 31, 2014 9:26 AM Flag

    A long shot - mostly for knowledge. They admit it is a [high hurdle]. Give them credit they will tell it , good or bad, as it is.

  • plagioclase2002 by plagioclase2002 Sep 11, 2014 12:08 PM Flag

    Subject to the whims of a totalitarian government - both the company & the USA.

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