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Synta Pharmaceuticals Corp. Message Board

topdog5281 22 posts  |  Last Activity: May 13, 2016 9:43 AM Member since: Nov 29, 1999
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  • topdog5281 topdog5281 May 13, 2016 9:43 AM Flag

    The entire system is a Ponzi scheme. IAU will not default unless the entire system comes down.

  • Reply to

    FMI---Strong Quarter

    by topdog5281 May 3, 2016 4:39 PM
    topdog5281 topdog5281 May 3, 2016 10:19 PM Flag

    Clinical Testing Revenue is down 10.1Million from 11.1Million in 2015.
    BioPharma 20.2Million is up from 8.2 Million (Wonder if this is majority of Roche Revenue here)

    Would like to know more about if they are focus on Clinical Testing and why that isn't growing.

    Sentiment: Strong Buy

  • topdog5281 by topdog5281 May 3, 2016 4:39 PM Flag

    They killed it.
    215 Million in cash almost $6.00 dollars
    30 Million in Revenue this quarter (high est was 26Million)

    https://finance.yahoo.com/news/foundation-medicine-announces-2016-first-200400999.html

    Sentiment: Strong Buy

  • topdog5281 by topdog5281 Apr 30, 2016 8:38 AM Flag

    Yahoo was one of the best websites ever created. The Finance page, message boards were priceless.
    The founders of this company did a great job in creating and innovating a cool website to the public that continues to be popular.

    Now concerning current management.
    Current Management really has not created or added any real value to the company. They continue to GUT original YAHOO TEAM to shreds whoever s left and now continue to just put YAHOO on their death spiral into the ground.
    Current Management team who probably couldn't build a basic website from scratch will TAKE as much shareholder value as possible.

    At this point YAHOO IS DEAD. They will cut up this company into pieces.

    The stock price is up but the fundamentals of YAHOO is dead.

    STRONG SELL

    Sentiment: Strong Sell

  • Reply to

    A Cautionary Tale

    by shknj Apr 28, 2016 4:13 PM
    topdog5281 topdog5281 Apr 30, 2016 7:58 AM Flag

    I have been watching this company since the Bird Flu.

    $6.35 a share is still extremely cheap concerning the Foundation this company has been able to build. SVA has a strong pipeline of vaccines. Management & SAIF are stealing this company for that PRICE. I am not a long-term shareholder at this point but if I was and I had over a 25,000 share position I would bring LEGAL action to Sinovac Management Team at this point for FRAUD & CONSPIRACY.

    Management is not looking out for the Shareholders. This is BAG JOB for $7.00 dollars a share.

    I had a lot of respect for Dr Yin and thought he was a great CEO until this so called BUYOUT scenario.
    YIN works for the shareholders not his own interests.

  • topdog5281 by topdog5281 Apr 28, 2016 12:51 PM Flag

    When is this supposed to happen. What is the intial date?

    I might have to start building a position for an easy 10%.

  • I'm long on FMI in over $17+.

    With the Biotech earnings looking very weak.
    We need FMI to at least make the estimate for Revenue to continue to hover in this range $15-18
    If Revenue growth is lower this could hit $10-12

  • Reply to

    Just a Verizon CUSTOMER & SHAREHOLDER

    by topdog5281 Apr 24, 2016 8:34 AM
    topdog5281 topdog5281 Apr 24, 2016 9:04 AM Flag

    My company pays 100% of Healthcare costs there are no Unions. The CEO actually created a profit sharing program for us and the company continues to dominate its sector growing at 30% but we are small compared to verizon. We are only running around 200MM revenue company.

    Verizon---looking at the history:
    Like I said Management does not create here or innovate/ They are a bunch of hacks that can only buy companies that had their hayday to buy them time to survive.
    AOL purchase in 2005---
    Vodaphone purchase 2014

    Bottom line they actually can only buy 2nd and 3rd rate companies that are coming off their HIGH.

    If Verizon Management was innovative they would have created the Communication Platform instead of buying these washed up companies to survive.

    The big corporations need to sent a vision and build or create something here instead of wasting shareholders money on bad deals.

    CUSTOMER SERVICE for Verizon sucks including the entire complex billing package.
    Maybe just DUMBDOWN and make it so cost efficient you don't need COSTCENTERS in Mexico.

  • Verizon Management at this point never created anything so they are riding the Monopoly that was created from the Baby Bells.

    I don't like Unions but in this case I believe Management has no clue. They could put the muppets in charge of Verizon and it still would make money.

    I work for a private company and bottom line they take care of the employees at all cost. INVEST in the employees and the company will dominate in the future. This concept has been lost with a lot of these major corporations. Especially these CEO's making 100Million dollar a year packages thru options.

    VZ Calls centers are now down in Mexico it takes 20 minutes to get somebody on the phone and then trying to explain which package that you purchased. The Business model should be EASY but for some reason Management has made it so complex it probably cost more money to waste the customers time to try to understand it.

    I'm assuming Management is trying to make the Unions pay for their Healthcare or cut sometype of costs.

    Mr. Lowell C. McAdam instead of outsourcing more call centers to other parts of the world that barely can speak English you might want to start investing in your own PEOPLE.

    Like I said I don't like Unions but in this case it seems like another Corporate Titan that considers its Employees just NUMBERS.

  • Reply to

    Precision med in the news

    by fhh212 Apr 18, 2016 5:45 PM
    topdog5281 topdog5281 Apr 19, 2016 10:14 AM Flag

    The day is now. Most cancer patients will use this tool before they begin treatments to understand what are their best survival chances and what is the best path for treatment.

    This QTR needs to exceed expectations in Revenue guidance to get this stock moving.
    FMI is already delayed the Liquid biopsy plans. (that is already a negative for us this QTR.)

    I also need to understand the Revenue Model and what percentage by each sector (Who is paying)
    Insurance companies
    Private companies
    Medicare/Govt Programs

  • Reply to

    Current Est. & 2016 Goals from 8k

    by topdog5281 Apr 8, 2016 12:47 PM
    topdog5281 topdog5281 Apr 11, 2016 10:15 AM Flag

    This is good question. I got market totals from a Foundation Medicine presentation.
    If I have time I will email the company that question and were are they getting these numbers.

    Also I would like to know out of the 93 Million in Revenue in 2015: I would like to see the breakdown.
    Govt
    Private
    Insurance companies

    Who is the feeding this company and what are the percentages.

  • Low Est 19.3M
    Avg Est. 25.2M
    High Est. 27.8M

    2016 Goals (Right from Foundation Medicine's 8K Report)
    2016 Outlook
    • The company expects 2016 revenue will be in the range of $110 to $120 million.
    • The company expects to deliver between 37,000 and 40,000 FoundationOne and FoundationOne Heme clinical tests in 2016.
    • The company expects operating expenses will be in the range of $175 and $185 million.
    • The company plans to expand its offering of molecular information products with the commercial launch of its ctDNA assay in the first quarter 2016.
    • The company expects to expand upon reimbursement progress made in 2015 and drive additional coverage decisions.

    Foundation Medicine's Addressable Market:
    2015
    3.5 Billion dollar Market-- US CGP Opportunity
    2020
    9 Billion Expanded US and International CGP Opportunity
    2020
    12-15 Billion Expanded US and International Monitoring Opportunity

    Remember if we fall into the low estimate in May this stock will trade lower and linger until we see some news or light.

    Sentiment: Buy

  • topdog5281 topdog5281 Apr 8, 2016 12:12 PM Flag

    NO---They have ROCHE to help them expand Internationally and that is why ROCHE bought 57% of the company.

    Negatives right now
    #1 Already in the negatives is the company had to push back to Quarter 2 for the Liquid Biopsy Testing.
    #2 The reason for the drop I believe is concerning how the insurance companies, including Medicare to include this process for patients moving forward.
    #3 Competition is picking up fast. I believe Illumina start-up company is called GRAIL.
    #4 They need to meet revenue expectations this quarter or the stock will linger from 14-19.
    #5 Don't expect Roche to buy the remaining shares anytime soon. They want to see how this all evolve and they don't care about the stock price. That is why the position themselves in at 57%. So if this company delivers its a win win if they don't they will take the loss but keep the technology as the buy the rest for pennies.

    2016 Goals
    International expansion in numerous countries: (With the help of Roche Promoting Foundation Medicine)
    Foundation Medicine needs to get some substance from the Insurance companies and Medicare on what type of Pricing is acceptable for patients to access this process in the future. (This is probably why the stock is in LIMBO)

    My point right now is this is a good time to take a shot on this company unless the overall markets crash.
    Foundation Medicine has a lot more upside over the next 5 years than downside in my opinion.

  • topdog5281 topdog5281 Apr 7, 2016 10:10 AM Flag

    It will all come down to who develops the best model.
    Right now Foundation Medicine is the leader.
    Foundation Medicine has the foundation right now.
    Strong Balance Sheet
    Roche owns 57%

    Can Illumina make them extinct? absolutely.
    I also believe the markets are on borrowed time which could take every stock out.
    But this sector should remain hot over the next 5 years.

    The company has no debt and a strong balance sheet and very strong support in the $14's.
    All we need is NEWS

  • If there was so much uncertainty in the markets I would load up but I just don't trust the overall market.

    Sentiment: Buy

  • I just got done researching this company which is connected to the sector of Cancer Diagnostics.
    FMI--Market Cap 590Million
    Shares Outstanding 34.59Million
    Float 12.99Million
    200Million in cash (6 Dollars a share)
    No Debt

    Now keep this in mind Roche purchase 57% of the company in 2015 for 50.00 dollars a share
    21Million shares.
    This deal basically fortifies their balance sheet.
    Roche only got 3 board seats out of 9.

    Here is the scoop: FMI is leading the industry right now in Cancer data.
    If a patient needs an understanding on what type of cancer and how it should be treated they would need to go through the FMI Process to understand all the data.

    Negatives:
    Insurance companies do not cover this process yet.
    Short Interest is 3 million shares 24% of the float
    Manipulated by MM's because of the low float.
    Major competition (Illumina is in this field)

    This is what I see:
    I believe their is massive upside to this sector.
    I don't see this going lower than 14-15 dollars a share.
    Revenues 93.2 Million a 53% increase from the previous year
    Clinical tests 33,000 36% increase from the Prev year

    This is the future of Medicine advancement finding the correct data to treat the cancer patients.
    The downside is very minimal unless the market collaspes.

  • Reply to

    FMI---New Investor

    by topdog5281 Mar 16, 2016 11:54 AM
    topdog5281 topdog5281 Mar 23, 2016 11:49 AM Flag

    Do you have an understanding on their Revenue Model?
    How much do they charge patients or Hospitals for this information?
    Will insurance companies agree to pay for this type of information?
    93 Million a year in Revenue growing at 39%?

    Company seems dirt cheap right now

  • topdog5281 by topdog5281 Mar 16, 2016 11:54 AM Flag

    Does this company only offer a service not products?
    Trying to understand the Website but it looks like it put sick people contact with the right information--with companies and products. (LIKE A MIDDLEMAN)

    can anybody elaborate on this company

  • Reply to

    What's happening

    by hiker200055 Mar 7, 2016 9:35 AM
    topdog5281 topdog5281 Mar 7, 2016 9:46 AM Flag

    Seriously if Oil is going up so should Royal Dutch Shell

  • Reply to

    Asset Sales

    by retiredguru3 Mar 2, 2016 10:00 AM
    topdog5281 topdog5281 Mar 3, 2016 4:45 PM Flag

    The problem with these big companies is what is the actual balance sheet is worth at this point?
    The reason why I bought RDS-A was the anticipation to the drilling into the Alaskan Artic which I thought would be the Holy Grail of oil. Realizing the company wasted 8 Billion dollars on this process. Oh boy was I wrong.
    I figured the stock would have ran off the charts.

    The only reason I'm in this stock is because of the dividend. I'm accountant who really knows how they are booking their assets on their balance sheet at this point.

    So what is the company really worth?

SNTA
0.3606-0.0194(-5.11%)May 26 4:00 PMEDT