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Synta Pharmaceuticals Corp. Message Board

chiraag_19 30 posts  |  Last Activity: Feb 8, 2016 6:49 PM Member since: Mar 16, 2010
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  • Reply to

    One year later--- NO JOURNAL, NO DATASET, NO Phase 3

    by lerm14 Feb 5, 2016 12:23 PM
    chiraag_19 chiraag_19 Feb 8, 2016 6:49 PM Flag

    Can anyone please point me the new guidelines? I searched but could not find . I found 2011 guidelines.

    If you can then I will try to compare the results.

    Sentiment: Strong Buy

  • Reply to

    Valuation of Icpt

    by jsykes3 Dec 16, 2015 8:25 AM
    chiraag_19 chiraag_19 Dec 16, 2015 11:42 AM Flag

    350.00 and change.....Don't place too much emphasis on Analyst's valuation as they tend to over inflate with developmental biotech. Personally i will be more than happy with 350.00 and so will the investors who participated in 2 secondaries.

    Sentiment: Hold

  • Reply to

    KOLs weigh in

    by wilderguide Dec 3, 2015 1:16 PM
    chiraag_19 chiraag_19 Dec 3, 2015 4:11 PM Flag

    Knowledge Leaders.

    Sentiment: Hold

  • Reply to

    When will Soros convert?

    by jda254 Nov 20, 2015 10:48 AM
    chiraag_19 chiraag_19 Nov 20, 2015 12:32 PM Flag

    wow...14 thumbs down..I didn't even know that many people looked at this board!

  • Reply to

    OCLR China Outlook - Earnings call transcript

    by gray1808 Nov 3, 2015 9:07 PM
    chiraag_19 chiraag_19 Nov 19, 2015 2:16 PM Flag

    Thanks for the information Gray. How much impact do you think this will male on OCLR in terms of revenue. Who's best positioned, FNSR or OCLR? And then again how much business will come to OCLR instead of Chinese vendors?

    Sentiment: Hold

  • Reply to

    Only one question??

    by abalest1 Nov 18, 2015 6:45 AM
    chiraag_19 chiraag_19 Nov 19, 2015 11:22 AM Flag

    And focourse you come here without doing research. I hope for your family's sake you are using your play money to invest, genfit or others. Because here is the deal ICPT just presented 5 years data from PBC at 10mg....go read it up. So your long term baloney is...well just baloney.

    And genfit can do only one arm because they never tested at higher concentration of Ela. When the trial come back with muddied data you will be here saying that Genfit is going to start at 180mg and it will blow the sock off OCA. We know the drill with you.

  • Reply to

    Only one question??

    by abalest1 Nov 18, 2015 6:45 AM
    chiraag_19 chiraag_19 Nov 19, 2015 12:07 AM Flag

    Doofus...both has subpart H just that genfit likes its groupies to be all excited about nothing. And by the way whose trial is underway? That's right ICPT...Genfit is way behind...atleast 6months. good luck finding fat obese people in Europe ...

  • chiraag_19 chiraag_19 Nov 18, 2015 1:54 PM Flag

    Sorry but Tagrisso, AZN compound and Roli are same class of compound, there is no indication pre-clinically or clinically to suggest that after acquired resistance to Tagrisso, the cancer responded to Roli. I just don't see a way out here unless the response rate go back to 40% atleast and they can do a data analysis where patients without brain metastasis responded much better. This will not happen till the rial f=gets over next year.

    Sentiment: Hold

  • chiraag_19 chiraag_19 Nov 18, 2015 1:50 PM Flag

    1) true.... However the trials are still ongoing and it is a dynamic situation were they are updating patient's responses in those document. Seems like patients with brain metastasis are worst responder. We don't know if it is true for Tagrisso.
    2) Agree and this time there is actually merit to these lawsuits. So definitely they will have their handsfull.
    3) Again if what is said is true, the drug can be approved as long as data is statistically significant, however BTD is gone, and that will drop it more on the news. I think we will see approval in second half of 2016. However commercial success will be suspect with the current data.
    4) Ruca will eb the saving grace for them as well as but again I think you have Olaparib entrenched there. They will have to regain back the investor confidence which will be really difficult to do unless they somehow are able to salvage Roli.

    They just raised money so I don't think they will do dilution. In the near term they will have data at SABCS on all FGF compound. That compound is ahead of other compounds in its class and has people excited. search for [OT1-03-03] FINESS.

    Like CEO suggested their approval has been delayed, I think they have sufficient cash to complete the trial. they also did secondary and god knows if they had an idea and they did it at significantly lower price ( 75 I think, with closing price of 85).

    i'm really under water ( 50%) but I don't plan on adding more. Don't have anything left. was hoping for buyout and then this happened.

    Sentiment: Hold

  • Reply to

    Which only Co. Has got SUBPART H in NASH run?

    by abalest1 Nov 16, 2015 3:05 PM
    chiraag_19 chiraag_19 Nov 18, 2015 1:41 PM Flag

    Thanks bdole....Again it is for abale like people that Genfit had to provide subpart H to hype them up. like you said intercept has the same preplanned analysis , if they meet the end points at that date then they can start marketing drug; however they will have to complete the trial.

    Another reason for 1440 patients is because of two primary co-endpoints. ICPT has overpowered the trial to meet these end points. Frankly I think genfit's trial, in its race to finish first and reduce cost, is underpowered. But we will see.

  • Reply to

    Check Clinical Trials dot org

    by lerm14 Nov 18, 2015 12:40 PM
    chiraag_19 chiraag_19 Nov 18, 2015 1:28 PM Flag

    lerm...i know you want to counter abale but maybe you can just respond after putting in some thoughts.

    the clinical trials were just announced from genfit. Although clinical information has been provided my Intercept in database they haven't announced whether they have dosed the first patient or not...maybe they will not.

    I think genfit will take another three months to put in that information given that this is end of the year, so don't expect anything from Genfit for ext three months.

  • Reply to

    OT: CLVS

    by wilderguide Nov 17, 2015 11:21 AM
    chiraag_19 chiraag_19 Nov 18, 2015 12:28 AM Flag

    Like I said you are too stupid too overcome your ignorance. keep applying your trading strategy to biotek stocks. We all know what you did with EXEL.

  • Reply to

    OT: CLVS

    by wilderguide Nov 17, 2015 11:21 AM
    chiraag_19 chiraag_19 Nov 17, 2015 11:36 PM Flag

    Someone should drill these facts in your head since you are too dumb to understand this......developmental biotech companies don't have revenue stream, they raise money to run their clinical trials, investors bet their money on how close they are to an approvable product.

  • Reply to

    The pb with morons as rangi Lerm dj and others

    by abalest1 Nov 17, 2015 11:12 AM
    chiraag_19 chiraag_19 Nov 17, 2015 11:22 PM Flag

    Exactly...Look at the post Abale made. If he would discuss the benefits and problems with both molecule one would listen. You have OCA which actually worked and Elafibranor which barely worked. Ofcourse now you change the definition and it suddenly worked. Can we do the same for OCA? guess not...

    The funny thing is that the FLINT trial was run by completely independent group. There is some data discrepancy and I'm trying to understand it but will take time. I also read Jerry's work and you can smell the BS from far.

    Regardless I have nothing against people who want to be in discussion...a sane one. Ultimately we are here to make some money on the hope that there is a cure somewhere.

    Sentiment: Strong Buy

  • Reply to

    warning. Tomorrow morning we shall see.

    by lerm14 Nov 16, 2015 3:51 PM
    chiraag_19 chiraag_19 Nov 17, 2015 1:02 PM Flag

    And again we make our bed and lay in it. SO to sum it up he table is set. Let's see in 2019.

  • Reply to

    warning. Tomorrow morning we shall see.

    by lerm14 Nov 16, 2015 3:51 PM
    chiraag_19 chiraag_19 Nov 17, 2015 1:01 PM Flag

    Elrich....I will look at genfit data more and hopefully their talk should be up on AASLD website..atleast one of the conferences, AACR I goes to does. So we will take a look.

    Like I said it is a race now between two companies one with suspect safety and one with suspect efficacy. Longer trial and statin can make both good. But we will see in 2019... ( long time man)

    Another reason I like and hope you agree with me is that OCA will be established in market for PBC so if OCA meets the end points easier to be up and running.

    Sentiment: Strong Buy

  • Reply to

    OT: CLVS

    by wilderguide Nov 17, 2015 11:21 AM
    chiraag_19 chiraag_19 Nov 17, 2015 12:58 PM Flag

    No technical chart would have predicted that. To lie to that extent is simply baffling. I has asked this question to Ohad on his blog about pre-clincal efficacy how the Clovis compound is poorer compared to AZN. He did not know and I let it go since they had good clinical data.

    I am down 68% on that. Glad I did trade away my trading shares. But still that doesn't lessen the pain. Moving forward company's credibility is shot. BT designation is in question considering poor response rates in roli. TT790m negative data will also need to be taken into consideration. Overall lesser market, and delayed approval to say the least.

    saving grace: Rucaparib. Another BTD , better response rates than Olaparib ( Is it now?) Need to see data in platinum refractory patients. Look out for their FGF inhibitor in December to see if it has any legs. But the current valuation cover both of these.

    I am not in any mood to start another position. too disappointed but you can :). by the way insider sales are because the CFO is retiring, did good for himself. Another person leaving because he founded another company with tumor neoantigen in focus. the current CEO is chairman of the board for that company if I'm not wrong.

    Thought I was done with EXEL like companies but I'm not.

  • Reply to

    warning. Tomorrow morning we shall see.

    by lerm14 Nov 16, 2015 3:51 PM
    chiraag_19 chiraag_19 Nov 17, 2015 11:34 AM Flag

    "The perception in the Genfit community"...so if I use that perception then according to Intercept community Genfit did not listen much and did not use the reversal of fibrosis as a co-primary end point.

    And if I use hindsight, after AASLD presidential presentation he stock is down by 7%. What does that tell you?

    I found the link to the data and once I compare it to the ICPT data I will comment.

    Sentiment: Strong Buy

  • Reply to

    LOL! Feurstein The noob in biotech world.

    by abalest1 Nov 17, 2015 8:41 AM
    chiraag_19 chiraag_19 Nov 17, 2015 10:17 AM Flag

    here si from Arun Sanyal quote in the press release

    "Of particular importance is the efficacy of Elafibranor on the new
    consensual definition of resolution of NASH without worsening of fibrosis. Using this new
    consensual definition which emphasizes the role of cell injury and inflammation as the main drivers
    of fibrosis evolution, the GOLDEN-505 trial demonstrated that Elafibranor-treated patients who
    cleared their NASH also experienced a significant reduction in liver fibrosis."

    If this is the new definition actually I'm even more bullish on the OCA because it will handily beat the new definition and it will also reverse the fibrosis, which indeed is the holy grail in NASH.

    No mention of FDA in the press release , it just says regulatory input.

    Sentiment: Strong Buy

  • Reply to

    warning. Tomorrow morning we shall see.

    by lerm14 Nov 16, 2015 3:51 PM
    chiraag_19 chiraag_19 Nov 17, 2015 10:10 AM Flag

    About intercept. There is no question that their drug is worst in terms of safety. Bile Acid processes Cholesterol, If you inhibit that then ofcourse the lipid metabolic profile will change. However I suggest you read trial data. All the patients could manage their lipids once they were approved on statin. Luckily for Intercept, statins are actually one of the few approved drugs that these sick obese/diabetic patients can take. I'm not making these things up ..look it on pubmed

    Another critical thing is that Intercept is running another phase 2 trial where they are actually putting patients on OCA + statins and monitoring their lipid profile. That trial is no long as the REGENERATE trial and should read out sometime next week. If I believe their old trial data statins will work just fine.

    Another concerns of yours is that Intercept fudged their data and the trial was stopped because of safety and not efficacy. That statement is plain wrong. the trial will be stopped by DMSB. they looked at the safety data all the time. that is their job. The trial was stopped because of reversal of fibrosis. For the first time in history of NASH the fibrosis reversal happened and it is on Doctors to stop the trial and offer it to other patients as well. Safety came up and that's why Intercept wanted to hold back on the data because it would create ruckus . they wanted to see if they take patients of the OCA does the lipid profile return to baseline and it did.

    And last but bot least, Intercept did not runt hat trial. That trial was ran by NASH clinical network and they did everything. Intercept had no control over it. And that's why I believe that data instead if Intercept had runt that clinical trial. And the same reason I have hard time believing Genfit

    Sentiment: Strong Buy

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