I would wait a little while to get on board. They may have some uncertainities on sales of Dacogen. Their partner (eisai) gave no guidance on 2009 sales. The pipeline lead drug is in reformulation and their second drug just started ph1. They have a unigue process of discovering compounds and I respect Dr. Bears(CMO)who just recently acquired 400K shares. I have faith one day they will advance something significant and if NOV-002 gets approved, I could see Mp-470 combined with NOV-002 in several cancers.
SGI-1776 could provide a nice update this year. S110 maybe someday actually may get in a trial, which we have been hearing about from CEO for almost two years now. It would be nice if they lived up to their forward looking statements just once this year. SUPG CEO is on NVLT board. I asked Harry about Dr. Manuso and whether he was an asset, Harry preferred to talk about the CEO from ARQL.