Syenfout, I am pretty sure SNTA is going to have to dilute to some extent before the Enchant-1 data to provide some insurance in case the data isn't as positive as we hope.
snta_to_100, Are you just pretending to be an idiot, or don't you understand how limited pre-clinical data is in terms of being predictive of clinical success? Do you even know what pre-clinical data is?
Pre-clinical data isn't worth much. We need good data from Enchant-1 to drive the stock.
correction; We will have to wait until the December update comes to see if it can drive the stock price. Even then it might be too premature of a data set.
At this point, the Enchant-1 trial is so early that it can't possibly drive the stock price higher. We will have to win until the December update comes. The HSP90 conjugates are to new to have any meaningful impact on the stock price. Likely more than a year or two away from any impact.
Jim you loser Johnny come lately troll, I was communicating information to some long time and intelligent PGNX investors. You are neither so it doesn't concern you nimrod. I ignore the ignorant so you are now on ignore
No, what will spark SNTA is an update of Enchant-1 that shows excellence efficacy. Kovner could also come in and buy a lot more shares, which isn't nearly as good as the first reason.
syenfrout, the dilution to raise cash will likely cause more of a hit to the stock price now, unless the Enchant-1 data looks really impressive this December.
eyegeewhiz, I sold off 1/3 of my shares this morning and may lighten up more. You are on target about Enchant1 as it is now the price driver for SNTA. Kovener could also step up once again and buy more, but that isn't an investment strategy in my book.
I had talked about SNTA on this board before, so will give a follow up. I sold off 1/3 of my SNTA shares this morning, and will look to lighten up more. SNTA released an update on their Galaxy-1 phase II NSCLC trail data on saturday. The news was not positive, and I said so over the weekend in multiple posts on the SNTA board. It is my view now that the SNTA's fate lies more now in the Enchant-1 breast cancer trial as the I feel the Phase III Galaxy-2 NSCLC trial has become more iffy. Enchant-1 is in a phase I/II mode and an update will be given in December. Estrogen receptor binding proteins are prime clients for HSP-90, so that favors the usage of Ganetespib as it is an HSP90 inhibitor.
The updated Galaxy-1 trial news was not positive, and I said so over the weekend in multiple posts on the SNTA board. I sold off 1/3 of my shares this morning, and will look to lighten up more. It is my view now that the SNTA's fate lies more now in the Enchant-1 breast cancer trial as the NSCLC trial has become more iffy regarding the Galxy-2 phase III trial for NSCLC.
splangler, Did you notice I said I wanted to see the S for the ITT with and without the outliers? That is called providing complete information, not just providing a version you altered because you claim there are outliers that corrupt the trial? Did you notice that the HR for OS for the all adeno group is now greater than 1? Did you notice that the final results for Galaxy-1 have been pushed back the 1st half of 2014? I think these data make the Enchant-1 breast cancer data for more crucial for SNTA. That is what will keep me invested to some degree.