Recent

% | $
Quotes you view appear here for quick access.

Synta Pharmaceuticals Corp. (SNTA) Message Board

plagioclase2002 28 posts  |  Last Activity: Feb 5, 2015 2:07 PM Member since: May 13, 2003
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • 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.

  • Reply to

    THE STOCK

    by plagioclase2002 Jul 8, 2014 10:00 PM
    plagioclase2002 plagioclase2002 Jul 14, 2014 1:46 PM Flag

    There is a reasonable chance they will have the first drug in the CSC area. This should attract attention to the company [they do have impressive professional contacts for a $200 million company]. Beyond that they have to determine what works when & where. I believe the upside is substantial if things work out. Prefer the company to Stemline on an operating basis & to OMED on a cap basis.

  • Reply to

    THE STOCK

    by plagioclase2002 Jul 8, 2014 10:00 PM
    plagioclase2002 plagioclase2002 Jul 10, 2014 10:25 AM Flag

    Yes - I like it on a long term basis. Will answer your question in more detail later. When allocating $ the small biotech's are essentially venture capital companies. Today I am focused on the general market - may be setting up for an opportunity. Forget the blah, blah on CNBC. They will look back at a higher stock market & the why will be obvious. The substantial amount of money to be continually invested. Sovereign funds, hedge funds, mutual funds, colleges, museums, family trusts, money seeking safe haven from every corner of the world, illegal money, etc, etc. With increasing interest rates fixed income will be less interesting.

  • plagioclase2002 by plagioclase2002 Jul 8, 2014 10:00 PM Flag

    Realize that this is a relatively thin stock - but the day to day price action is strange. It is obvious that a large holder[s] is selling. Individuals are not the only ones buying high & selling low. On R & D Day - numerous institutions are doing good work on CSC. An update would be helpful.

  • plagioclase2002 by plagioclase2002 May 14, 2014 8:50 AM Flag

    With the ipo in early 2012 @$10 & a secondary @$15 no holder has a profit. I wonder where the stock for sale is coming from. With the progress in two years & the stock at a discount it looks interesting. Evidently the directors don't agree.

  • Reply to

    Ridiculous

    by batzem Nov 16, 2012 1:11 PM
    plagioclase2002 plagioclase2002 Nov 17, 2012 8:58 AM Flag

    Agree with bat on valuation. I can list biotechs @ $400mm +that have no better research profile than astex ($220mm}. Also, most will need $ in the next year or so.

  • plagioclase2002 by plagioclase2002 Nov 7, 2012 12:26 PM Flag

    The only other small company,that I am aware of, working with second generation Hsp-90 is Synta [s nta]. You may find the transcript of yesterdays conference call interesting.

  • plagioclase2002 by plagioclase2002 Nov 7, 2012 10:53 AM Flag

    The only other small company,that I am aware of, working on second generation Hsp-90 is Synta(snta) . You may find the transcript of yesterdays conference call of interest.

  • plagioclase2002 by plagioclase2002 Aug 22, 2011 7:32 AM Flag

    An opportune time for the company to buy in stock at a deep discount from asset value.
    If you are interested in Bakkem - for more detail (well permits, etc}
    Bakkemblog.com

  • plagioclase2002 by plagioclase2002 Jul 20, 2011 11:12 AM Flag

    Looking @ the company for the first time. In theory the 16 product candidates with the FDA could result in one a month for an extended period. My question - historically is this more candidates than usual or is it the nature of the business?

  • plagioclase2002 by plagioclase2002 Oct 26, 2010 5:18 AM Flag

    Like most have been trying to think through recent events. After putting aside the good news - bad news - here are my thoughts. This will be the last dilution. Ariad will never be involved in the marketing of Ponatinib. The company will be sold as more of the value is proved. The timing - probably within 18 months. Ponatinib will weigh heavily in the price because part of the value of Ridaforolimus has already been sold via the advanced payments. My preliminary estimate $700 million - $1billion.

  • plagioclase2002 by plagioclase2002 Oct 14, 2010 8:48 AM Flag

    Higher costs {Brazilian real] versus higher production & gold prices. The new mine [Caete] couldn't be better timed. My figures show an excellent 2011. Also feel better about the cash flow-capital expenditure picture.

  • plagioclase2002 by plagioclase2002 Feb 10, 2009 6:31 AM Flag

    While looking at the proposed legislation - an idea, This company, as a natural extension, should be involved in the business of making large buildings more energy efficient.

  • plagioclase2002 by plagioclase2002 Jul 17, 2005 8:18 PM Flag

    For the first time the outlook for both divisions appears favorable. The real estate is in a period of profitability. The transmission construction industry is starting to see some pickup. The proposed energy bill would be quite helpful in moving forward substantial deferred business. Remember: Most small companies have warts. Most small companies are not profitable.

SNTA
2.39+0.14(+6.22%)May 1 4:00 PMEDT