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Astex Pharmaceuticals, Inc. Message Board

  • batzem batzem Aug 3, 2009 11:05 AM Flag

    Merriman Ford

    Put out a reserach report today confiming their buy recommendation for SUPG. One of the bullet points in the report was one of the events they were looking foward to was " the high potential for a licensing agreement for discovery."

    While Ive heard the good Dr discuss partnership potential for compounds Ive never heard him mention Climb in this regard

    Could it be in the One on Ones Dr M is sharing things with analysts and not us. What about good old Reg FD

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    • Batzem,

      Do you have a copy of that research report or is that priviledged info?


      Thanks
      Max

    • <<What about good old Reg FD>>

      batzem, I'm hard pressed to locate a link for it, but I do recall Manuso making statements to their intent on licensing out the discovery process. I thought I heard it on the earnings conference call but after rereading the transcript I can't find it. Perhaps he made a statement at the Capstone conference. I guess I need to listen to that presentation again.

      I do recall that the analyst day presentation from last April spent a LOT of time outlining the CLIMB process, and I suspect that might have been for the benefit of attracting interest for licensing possibilities.

      We would all love to see SuperGen develop an alternate revenue stream, but the problem with this type of deal is the details. How would such a deal be structured?

      Would they need to replicate the system on the licensee's computers? Would they do the work on their own systems on some sort of contract basis? Who would own the results of the agreement? Could SuperGen collect some sort of royalty on drugs discovered with this technology?

      There are other considerations as well. A major consideration is the protection of SuperGen's rights with regard to this technology. Has it been patented? Is there a copyright?

    • the high potential for a licensing agreement for discovery

      Old news batzam, we all know about the situation going forward. Why would they put out the news todays and why did supg wait a week to give the news on Mp-470 other than addressing it on there earnings. Like I said is the news following the price or the price following the news.
      BTW, hey free monkey still waiting on the price range or were is supg heading for ?

      • 1 Reply to roryrae
      • Rory,

        "Why would they put out the news todays and why did supg wait a week to give the news on Mp-470 other than addressing it on there earnings."

        You're not to bright...they presented at a lung conference on Sunday, so they release what they presented.

        "BTW, hey free monkey still waiting on the price range or were is supg heading for ?"

        I've given you already CELG at 37.00, I gave you OEX PUTTS when the markets were turmoil, how much more do you want? Please quit begging for info. When I'm ready I'll give you where this is headed, until then go find when hallwey's commit next fly by is, that's maybe sometyhing you can do. Until then let Batzen, jelly, billy discuss the finer points.

    • Batzem,

      It has been discussed several times recently that a licensed deal on discovery would go a long way on validating Climb. I have to admit lltinvest mentioned something like this along time ago, too bad he didn't live to rub it in rory's face.

 
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