From April 26 2013 PR Newswire article titled:
Eisai's Dacogen Comes Close to Displacing Celgene's Vidaza as Decision Resources' Proprietary Clinical Gold Standard Through 2013 for the Treatment of Myelodysplastic Syndromes
A modified dosing schedule of Eisai's Dacogen (decitabine) comes close to displacing Vidaza as Decision Resources' next clinical gold standard but its lack of strong survival data and lower rate of hematological improvement keep it from doing so.
"Celgene's Vidaza is the only drug for high-risk myelodysplastic syndromes that offers a confirmed benefit in overall survival and the first hypomethylating agent to reach the U.S. and European markets," stated Decision Resources' Analyst Andrew Merron , Ph.D. "Despite this efficacy achievement, surveyed hematologists indicate that there is still considerable unmet need in improving patient survival. Any future drug that proves a significant overall survival benefit over Vidaza and possesses an acceptable level of side effects will gain physician approval and a large portion of sales in the future."
THIS IS GOOD NEWS FOR SGI-110 IF IT IS INDEED A SUPER DACOGEN
My take, when the full Ph II data is out and before ASTX decides on SGI-110 PH III, that should be the time for ASTX to have the discussions with potential suitors about how to pay for PH III and split potential royalties. If not then, we will wait until the preliminary PH III data starts to come out.
If SGI-110 meets/exceeds expectations, then the longer we wait, the more it will be worth. On the other hand, if ASTX starts Ph III paying for everything itself, and news is not great, then its not going to get as much.