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Senomyx Inc. Message Board

iinvestlongterm 3 posts  |  Last Activity: Feb 24, 2014 3:29 PM Member since: Jul 13, 2000
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  • Reply to

    Senomyx Thesis

    by herewegozzz Feb 23, 2014 7:48 AM
    iinvestlongterm iinvestlongterm Feb 24, 2014 3:29 PM Flag

    I think it was on the last conference call they estimated GRAS approval of S617 would be in Feb or March. They have about 10 ingredients that have already been GRAS approved, so they have a good deal of clarity on timing of these approvals. They are also about 10 for 10 on approvals - never have been turned down.

    I think there is less clarity on when Pepsi launches a product with S617. Across the SNMX has done poorly at predicting when food containing their ingredients would hit the market. They have learned a great deal in this area and have done much better at managing expectations in the last year or so. But I still consider it a bigger unknown.

    Sentiment: Strong Buy

  • Reply to

    Had this in my portfolio for 10 years

    by chairman1600 Feb 12, 2014 5:53 PM
    iinvestlongterm iinvestlongterm Feb 13, 2014 9:54 AM Flag

    Read the last quarterly transcript.

  • Reply to

    Isn't this fun?

    by beetlemania74 Feb 10, 2014 2:59 PM
    iinvestlongterm iinvestlongterm Feb 11, 2014 3:51 PM Flag

    I think the reason is that on the last conf call they said they would have S617 in a Pepsi product during the summer, and the FDA approval for S617 would happen in February, and they would be profitable in 2015. I have read every transcript for the past five years. This is the first time they have said anything this specific regarding a major launch or profitability. I think word is just getting out.

    A 10% drop in a day with no news sort of freaks me out a bit, but by now I am used to the ups and downs in this company.

    Sentiment: Buy

8.95+0.10(+1.13%)1:58 PMEDT

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