Comments on: Synta- The Signal Looks Real http://www.orf-blog.com/synta-the-signal-looks-real/ Analyzing biotech stocks Sat, 18 May 2013 11:42:58 +0000 hourly 1 http://wordpress.org/?v=3.5.1 By: Dean shultz http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5672 Dean shultz Sun, 14 Oct 2012 21:44:34 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5672 Great article on SNTA.
This stock has risen an extra 50% (!!) since this article was published, particularly because of the good phase 2 results. Gotta love the pharma stocks.

]]> By: Ohad Hammer http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5488 Ohad Hammer Thu, 06 Sep 2012 18:48:36 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5488 No. Snta will present data from 2 studies ( lung and breast) at ESMO, abstracts will be available next week.

Ohad

]]> By: Derek http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5485 Derek Thu, 06 Sep 2012 15:22:32 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5485 Any ideas what is driving this sudden run up on SNTA?

]]> By: Ohad Hammer http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5447 Ohad Hammer Sat, 25 Aug 2012 07:13:05 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5447 Chris – We plan on holding on to our position in CRIS. They have a solid cash position, approaching EU approval and sales are building up.

Mike – That’s always an option although the assumption is that they’ll have enough met positive pts in the adeno subgroup. ARQL could have an issue going forward if Metmab demonstrates a better effect using a biomarker defined population. btw, Roche probably saw a signal in met+ gastric cancer in their p2 since they are about to start a p3 in met+ gastric cancer.

http://clinicaltrials.gov/ct2/show/NCT01662869

Ohad

]]> By: mike http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5446 mike Sat, 25 Aug 2012 00:08:41 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5446 Hi Ohad,

Do you think there are chances of lead trial of arql failing towards this yr end coz they haven’t checked for met levels?

Thanks

]]> By: Chris http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5445 Chris Tue, 21 Aug 2012 17:44:35 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5445 Hi Ohad,
CRIS has been down about 30% since July. Is it a good entry point in your opinion or does the current PPS already reflect its value?
Thanks as always
Chris

]]> By: Ohad Hammer http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5444 Ohad Hammer Sun, 19 Aug 2012 10:15:25 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5444 Robert – There’s definitely increased rate of mortality vs. placebo. This is observed with other VEGF inhibitors but cabo’s numbers look slightly higher than historical data.
This is a risk going into the FDA’s decision but I believe the drug will be approved eventually.

Bouschka3 – I know the company but not intimately familiar with them.

Ohad

]]> By: Robert goulet http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5443 Robert goulet Thu, 16 Aug 2012 15:14:34 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5443 I know u have to be adding more exel

]]> By: Bouschka3 http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5442 Bouschka3 Thu, 16 Aug 2012 05:17:23 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5442 Hello Ohad! Your observations and selections in the biotech field have been VERY impressive! I have been investing in Biotechnology Companies since 1995.I am interested in your insights in a company with the symbol of IMUC…traded on the NASD. It appears that they have made some important University collaborations,and are presently in control of some valuable technology assets.Your comments are greatly appreciated!

]]> By: Bouschka3 http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5441 Bouschka3 Thu, 16 Aug 2012 05:15:50 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5441 Hello Ohad! Your observations and selections in the biotech field have been VERY impressive! I have been investing in Biotehnology Companies since 1995.I am interested in your insights in a company with the symbol of IMUC…traded on the NASD. It appears that they have made some important University collaborations,and are presently in control of some valuable tehnology assets.Your comments are greatly appreciated!

]]> By: Dan http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5440 Dan Wed, 15 Aug 2012 11:40:15 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5440 Ohad,

Did you have a chance to listen to or read ARRY’s CC yesterday? Seemed like a lot of positives and a lot of potential. What’s your take?

Thanks,

Dan

]]> By: Robert goulet http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5439 Robert goulet Tue, 14 Aug 2012 16:16:32 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5439 Ohad do u have any opinion of the higher rate of death in the control arm vs. placebo arm for xl184 in the MTC study….is stating that this is just a vegf thing enough to appease…does this compare to similar death rates in other vegf drugs? Thanks for your time

]]> By: Ohad Hammer http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5437 Ohad Hammer Tue, 14 Aug 2012 12:53:23 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5437 The ones I know are private and already sold rights to the programs (Curetech and Amplimmune).

]]> By: Robert goulet http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5436 Robert goulet Mon, 13 Aug 2012 16:05:43 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5436 Ohad any small caps engaging in development pd1 inhibitors?

]]> By: Ohad Hammer http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5435 Ohad Hammer Sun, 12 Aug 2012 14:43:29 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5435 Hubert – I don’t cover large pharmas but tend to agree that the PD-1 program will be transformational for them 2-3 years from now.

]]> By: Robert goulet http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5434 Robert goulet Sat, 11 Aug 2012 11:18:39 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5434 I do not know much about progenics, but I do know it’s near 14 year lows

]]> By: Toby http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5433 Toby Fri, 10 Aug 2012 12:31:28 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5433 Hallo Ohad,

beside Morphosys there’s another interesting Biotech in Germany: Evotec. They have multiple partnerships and are adding more and more because they invest heavily in new technologies every year. They are profitabel. In my opinion they closed excellent contracts with relativ high milestone payments for compounds in early stage of development. Do you have an opinion?

Toby

]]> By: Hubert http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5432 Hubert Fri, 10 Aug 2012 07:22:57 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5432 Hi Ohad, yesterday I bought some BMY. Because of the non-essential (in my opinion) HEP-C program the share price has fallen. The PD-1 antibody this year begins the PIII trials. Thank you for your eye-opening contribution to this project! What is your opinion about BMY? Thank you.

]]> By: Robert goulet http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5431 Robert goulet Thu, 09 Aug 2012 17:19:41 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5431 Roy I have to believe there will be somewhat of an Exel run up prior to priority review in nov. u could play this angle…and I believe CLdx is due for a partner for CLdx- 011….. This could pop it up nicely…or pgnx bounce if it’s oversold

]]> By: Ohad Hammer http://www.orf-blog.com/synta-the-signal-looks-real/#comment-5430 Ohad Hammer Thu, 09 Aug 2012 15:28:21 +0000 http://www.hammerstockblog.com/synta-the-signal-looks-real/#comment-5430 Robert – Personally I bought more shares earlier this week, i don’t want to recommend a specific stock to a specific individual as everyone should make their own decisions.

Roy – Again, it’s hard to bet on a single name, that’s why i publish the whole portfolio.

Ohad

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