I just viewed a 16 page research report on ASTX dated March 11. Pretty good info with competitors and their progress listed. It starts out:
Astex’s investment case has advanced considerably in recent months with its significant expansion of studies with its second-generation hypomethylating agent SGI-110, and it Hsp90 inhibitor AT13387. Astex now has six Phase I/II studies underway with these two focus products and should present final results from the first – a Phase I/II study of SGI-110 in MDS/AML – at ASH. We have revised our valuation to reflect these developments and now indicate a value of $599m, equivalent to $6.42/share basic or $5.50/diluted share.
East, careful on the Edison research. On the last one I read that was dated 7/26/12, at the very end of the research it states in small print that the research was "commissioned" by Astex. Take that for what its worth. Was a good reference guide but I worry a bit about objectivity. Does it mention AT7519?
CDK (1, 2, 7 and 9) inhibitor
Phase I/II study in r/r multiple myeloma; Phase II trial in relapsed mantle cell lymphoma Phase II study in relapsed CLL; Phase I study in advanced/ metastatic solid tumours or refractory NHL. Novartis has option.