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Astex Pharmaceuticals, AŞ Message Board

  • billyteex1 billyteex1 Sep 26, 2006 8:46 AM Flag

    UBS CONFERENCE

    IT was stated by MOGN CEO today that Dacogen sales will be greater than 30M for 2006. No hangups with Medicare reimbursements. AML advancing.

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    • The U.S. deal with mayne on Nipent has a acceleration clause if Mayne is sold... Supg gets 14M early. Manuso expressed about Dacogen numbers that he's hopeful significantly more than 30M. 20 trials on going for Dacogen(AML,CML, alternative dosing). The point he has made at the last two conferences is that preclinical drugs are on the radar for big pharma ...I think he's hinting that we may hear about some partnership's with MP-470,MP-529,MP-371 later PLK-1.

    • Looks to me that this conference carries a little more weight. Mogn delivered a very strong picture and believe SUPG will continue the good news. We should get a extra bone thrown our way tomorrow. Maybe a Nipent deal announced or partnership deal on Orethcin. I suspect that these conference have fees for the participants and it would not be worth SUPG time to deliver the same picture as the previous one. Expect a few upgrades tomoprrow. Maybe Lizard, Frank, Suprgoingtotwo,larryisfreeki,plaus(aka Frank), Bucharin,mikeyb. Wait these are all the bozos that downgraded SUPG at 3.07. I know Frank you actually were long until you sold, and were hoping to buy it back near 4.00...that's not going to happen...so jump on this wagon at 4.75 and enjoy the trip