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Synta Pharmaceuticals Corp. Message Board

ajetjock 1743 posts  |  Last Activity: Jul 22, 2015 2:30 PM Member since: Mar 11, 1998
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  • Second Sight Just Quintupled Its Addressable Market
    Jim Collins Jim Collins , Contributor
    Forbes:

    Second Sight just quintupled its addressable market.

    That’s not a typo. EYES announced this morning that the first patient of a five-patient trial in the U.K. focused on age-related macular degeneration had been implanted with the company’s Argus II retinal implant.

    By the company’s own calculations the global population of retinitis pigmentosa (RP) sufferers eligible for its Argus II “bionic eye” is 375,000. The eligible population of age-related macular degeneration (AMD) sufferers is 2 million.

    So, the implantation of an Argus II at the Manchester Royal Eye Hospital by Dr. Paulo Stanga is a transformational event for Second Sight. The study is aimed at the “dry” form of AMD, which is the more common of the two forms, representing about 85% of AMD sufferers worldwide. The BBC has a video about the experience.

    In Europe EYES’ Argus II is already indicated for patients with RP and AMD. Both are degenerative conditions. In RP the patient gradually loses peripheral vision until sight is completely lost, while in AMD central vision disappears first and then gradually spreads to the outer reaches of the visual field.

    There’s no reason, in my opinion, Argus II can’t be just as effective against AMD as it is versus RP, and the initial patient reaction (as shown in the BBC report) would indicate that is the case. I would heavily caution that this is just the initial patient response from a 5-patient trial, not a commercial sale, but the trial-to-test process should be quite fast. The company expects to begin marketing Argus II to AMD sufferers in Europe at some point in 2016 and the U.S. approval process will be greatly streamlined given the ability to transfer data gleaned from the Manchester study.

    Why? Because Argus II works. That’s the one question I receive the most from readers of my column–does Argus II really restore sight to the blind? Argu

    Sentiment: Strong Buy

  • Keep up the good work IPCI.

    Now think about an approval move up, starting at around 4 !

    Still LOW float and HIGH potential.

    Sentiment: Strong Buy

  • Reply to

    2015 ASCO Presentations

    by magnam_pi May 28, 2015 4:39 PM
    ajetjock ajetjock May 29, 2015 9:16 AM Flag

    Ya, seen that.

    Excellent exposure.

    Sentiment: Strong Buy

  • Fr yesterday's SA article:

    "Second Sight released record Q1 results which were generally in-line to my forecast for Q1.

    I maintain a $30 price target on EYES amid slight upward revisions to 2015-2018 estimates.

    EYES has a cash runway of 18-24 months, but has a billionaire supporter in Alfred Mann who would likely fund any future cash needs if not found elsewhere."

    " Q1 2015 revenue was a record $1.7 million, up 159% from Q1 2014 and up 12% from Q4 2014, the previous high point for revenue for the company. Gross margin was $0.4 million for the quarter, up 300% from $0.1 million achieved in Q4 2014. I reiterate my strong buy and $30 target on EYES as these results were close to my forecast and the conference call points to a bright future with the usual risks to be expected for a start up medical device company. "

    Sentiment: Strong Buy

  • Real investors KNOW that there are NO earnings for Bio-pharma at this stage of their life cycle.

    No one is looking for "earnings" at this stage. We are after a promising drug with FUTURE earnings potential.

    Sentiment: Strong Buy

  • ajetjock by ajetjock May 7, 2015 7:22 AM Flag

    Pivotal, Phase 3 GALAXY-2 Clinical Trial Remains on Track for Interim Analysis of Overall Survival in 2015. To date, over 500 patients have been enrolled in the GALAXY-2 trial, a Phase 3 global, randomized, multi-center study comparing the combination of ganetespib, the Companys lead program and a novel, potent small molecule inhibitor of heat shock protein 90 (Hsp90), and docetaxel to docetaxel alone for the second-line treatment of advanced non-small cell lung adenocarcinoma. The Company expects, based on current projections and statistical assumptions, that the first interim overall survival (OS) analysis of GALAXY-2 will be conducted in the second half of 2015, and the second interim and final OS analysis will be conducted in 2016. Assuming positive interim results from the ongoing GALAXY-2 trial of ganetespib, and pending regulatory feedback, the Company plans to seek regulatory approval of ganetespib in North America and Europe for NSCLC in 2016.

    Sentiment: Strong Buy

  • Reply to

    Serious Buys

    by eyegeewhiz Apr 30, 2015 4:51 PM
    ajetjock ajetjock May 1, 2015 7:21 AM Flag

    Interesting.
    Well, there is a reason I (and SNTA insiders) never sold a share ...

    Sentiment: Strong Buy

  • Reply to

    reason stock is down

    by cashvs.stocks Apr 27, 2015 3:35 PM
    ajetjock ajetjock Apr 28, 2015 8:35 AM Flag

    Agreed !

    Yesterday was not a good day for biopharma. But there was ONE green spot in my pharma holding:

    IPCI !

    That said, I suggest all longs go to SNTA website and actually research WHO are the guys on SNTA Executive team and BOD.

    LOOK at the companies they operated. (Friedman for example.)

    Not only they have EXCELLENT track record, but they KNOW the business.

    Not only they KNOW the business...but have a large stake in SNTA.

    Not only they have a STAKE (Which you hardly see with other pharma Cos...IPCI is another such Co. BTW) in the Co.

    But they have NEVER SOLD one share.

    Only BOUGHT more.

    My money is WITH THESE guys.

    Sentiment: Strong Buy

  • Reply to

    New CEO good or bad?

    by shoenfield Apr 27, 2015 8:55 AM
    ajetjock ajetjock Apr 27, 2015 11:36 AM Flag

    BTW shares owned by insiders are NOT all "free" !

    Many were PURCHASED.

    Go look at SEC Form 4 report.

    Either way, they NEVER sold even one share. Not even Safi.

    Sentiment: Strong Buy

  • Reply to

    I like what this implies..

    by hmosucks Apr 27, 2015 8:00 AM
    ajetjock ajetjock Apr 27, 2015 8:25 AM Flag

    Amen !

    EXCELLENT background !

    Here is from another source:

    Person Details
    UPDATE

    Mr. Schor is a global healthcare industry leader with vast experience in pharmaceuticals, biotechnology, medical devices, business development and private equity. Mr. Schor has supported and helped build multiple healthcare companies and led multiple licensing, partnerships and M&A transactions with total value exceeding $8 billion with companies such as GSK, Amgen, Pfizer, Bayer, Teva and EMD-Serono.

    Prior to joining Novalere, Mr. Schor was VP Global Business Development with Teva Pharmaceuticals and had leadership roles at several emerging pharmaceutical and biotechnology companies.

    Mr. Schor was also a Partner at Yozma venture capital where he led the foundation and growth of multiple companies from inception to significant commercial success.

    Mr. Schor holds a Master in Business Administration, a B.A. in Biology, a B.A. in Economics, and is also a Certified Public Accountant (CPA).

    Sentiment: Strong Buy

  • Reply to

    Q1 EPS -$0,04 beats by $0,03

    by maybeesornot Apr 14, 2015 8:19 AM
    ajetjock ajetjock Apr 14, 2015 9:29 AM Flag

    Exactly !

    And plenty of potential in the pipeline.

    Sentiment: Strong Buy

  • Yet SAME 3 stooges who collectively do not own 1 IPCI share, are still wasting their meaningless lives, telling the LONGS...
    what to do.

    And this has been going on for YEARS.

    Pathetic.

    Note to stooges: Find a stock you like ! We DO NOT need to hear the same stories we have heard from you back when IPCI was trading at less than a Dollar.

    Unlike you, we do understand how such pharma Co's operate.

    Find something more meaningful to do with your lives.

    Sentiment: Strong Buy

  • At November 30, 2014, Intellipharmaceutics' cash and cash equivalents totaled $4.2 million, compared with $0.8 million at November 30, 2013. The increase in cash during the year ended November 30, 2014 is mainly a result of the decrease in cash flows used in operating activities due to payments received from the commercial sales of our generic Focalin XR (R) (dexmethylphenidate hydrochloride extended-release) capsules for the 15 and 30 mg strengths;

    Sentiment: Strong Buy

  • ajetjock ajetjock Feb 15, 2015 9:23 PM Flag

    And this is the beauty of this stock: Only 13 institutions and 3 funds hold it. IOW, it is NOT yet discovered if you will.

    Now add the very low float + low PPS.

    A no brainer.

    With such profit margins all they have to do is increase production and the numbers will follow.

    ...and so will the PPS.

    Sentiment: Strong Buy

  • "This has been a highly constructive quarter," said SinoCoking CEO Mr. Jianhua Lv. "The rapid and successful launch of our aboveground syngas facility has demonstrated SinoCoking's ability to redefine itself as a producer of clean energy products. With this transition into the clean energy space, we are creating new revenue and profit centers that we expect to improve the company's financial results going forward, and at the same time mitigate negative impact on operations related to softness in the traditional coal and coking businesses."

    Now under construction at the site of SinoCoking's first aboveground facility, which currently produces 25,000 cubic meters of syngas per hour, is a second facility with a similar capacity target. When completed and operating at full capacity -- expected toward the end of March 2015 - the two facilities' combined syngas output of 50,000 cubic meters per hour is expected to rank among the highest syngas production for any coking plant in China. Additionally, the company believes these first two facilities are the only ones in China that, to date, combine coking and syngas in parallel.

    SinoCoking also said that completion of the first phase of its underground coal gasification facility, expected later this month, should enable the company to produce an additional 60,000 cubic meters of syngas per hour, and that the ultimate goal is to expand output of that facility's capacity to 880,000 cubic meters of syngas per hour by the end of fiscal year 2018.

    Previously, during construction of the first aboveground facility last summer, Mr. Lv had estimated gross profit margin on syngas sales of between 45 and 50 percent based on a price of $0.139 per cubic meter. Since the company began selling syngas in October 2014, the actual gross profit margin has been 40.6 percent based on an average price of $.10 per cubic meter. "Even though the actual price and gross profit are below what we had anticipated initially, the gross profit margin fro

    Sentiment: Strong Buy

  • Reply to

    Love IPCI, afraid of an IPO? Any thoughts

    by zzpots111 Feb 9, 2015 4:05 PM
    ajetjock ajetjock Feb 9, 2015 7:06 PM Flag

    ZZ.

    There is NO IPO coming. IPCI is already a public stock.

    The float is MINIMAL, thus you should not concern yourself much with dilution.

    What you SHOULD concern yourself with, are LYING stock MANIPULATORS : Gregory, Meifud and Peckstein.

    IPCI's fundamentals are just fine.

    Sentiment: Strong Buy

  • ajetjock ajetjock Feb 9, 2015 11:07 AM Flag

    I have always wondered about their patents.

    Over the years we have seen them registering a lot of patents. While insiders keep on accumulating shares.

    Could there be a value to these patents the average Joe Investors fails to see ?

    Sentiment: Strong Buy

  • Reply to

    IPCI Manufacturing

    by wimuskyfisherman Feb 2, 2015 7:33 PM
    ajetjock ajetjock Feb 9, 2015 8:58 AM Flag

    YES ! This is a big deal.

    Also notice the variable drug baskets within IPCI's pipeline. IPCI is not only about generics ! and not only about timed release as some would like us to think.

    Sentiment: Strong Buy

  • Reply to

    Nay Sayers getting scared....

    by samsa1 Feb 5, 2015 2:31 PM
    ajetjock ajetjock Feb 5, 2015 2:47 PM Flag

    Absolutely !

    There is NO way they are just here because they "just don't like the Co"...unless they are insane...

    Who else aside from : Gregory, Meifud and Peckstein...will waste YEARS, on a board of a Co the don't like , just 'cuz they don't "like".

    Also as you insinuate, they are NOT IPCI stockholders, or they could have just bail out.

    I agree with you: They CLEARLY are here with an obvious agenda : MANIPULATE the price down.

    As ILLEGAL as it is...

    I also agree that they ARE worried, since in spite of their attempts at FEAR spreading, lies, and creating doubts...the price is NOT going lower.

    Eventually we WILL get the next approval, possibly more...price WILL move substantially higher, and the bashers will shut up for a while. As they will obviously realize how ridiculous they will appear.

    Never fails.

    Sentiment: Strong Buy

  • Reply to

    I Dont Get IT!

    by themanf20 Feb 5, 2015 10:50 AM
    ajetjock ajetjock Feb 5, 2015 11:34 AM Flag

    True !

    And I expect even MORE institutions to join as a result of the new CFO's activity.

    Sentiment: Strong Buy

SNTA
0.3079-0.0069(-2.19%)Jun 24 4:00 PMEDT