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Astex Pharmaceuticals, Inc. Message Board

  • eastcountybamboo eastcountybamboo Sep 21, 2012 10:17 AM Flag

    Timing of Announcement is Curious?

    Just went back though my notes on the Rodman & Renshaw 9-10-12 and the Reuters 9-7-12 conferences. Both were focusing on the two "Prioritized" Phase II in progress on SGI-110 and AT13387. MP470 was already being left out of the party. As another poster said, if you were investing here for MP470, you should have sold.

    I'm here super long and didn't even consider MP 470 as one of my top 5 reasons for investing in ASTX:
    1. Dacogen (current revenue and POTENTIAL EU AML APPROVAL today or by mid next week);
    2. SGI-110 (aka 'super dacogen' w/ longer lasting effects);
    3. Pyramid compound development platform that came with ASTX purchase by SUPG;
    4. AT 13387 (getting lots of hype); and
    5. Dr. Jhoti, who I hope will replace Manuso sooner than later.

    Not sure on Manuso's timing. Getting the bad news out before we hear from EU on Dacogen? I believe Tuesday is the deadline for a decision (67 days from July 20 CHMP positive opinion ltr.)

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