One of the up-beat messages was how quickly the Phase III sites for aezs-108 in endometrial are coming online. Since this is an open-label trial, once we have ~100 patients recruited it will become obvious whether it is working or not - simply from the number of patients in each arm alive. (Not that we will know, but some will).
Speaking of open-label trials, Spectrum is supposed to have primary data for the P2 Ozarelix trial for prostate cancer this month. Seeing as how it is open label, I'm guessing it won't be a spectacular result... it might be OK, but nothing amazing... otherwise, AEZS would be mentioning it and the price would likely have moved up a decent amount... I suspect mediocre results with a borderline decision as to start a P3 or not...
The next major result I am looking forward to is the cachexia study... it would still be very early (2a) but that market has huge potential.
The most positive thing I heard was about 130 for cachexia. He said they want to take over the trial from the investigator because the data is starting to look good (currently an independent investigator is running the 2a portion of that trial, which they earlier said should finish early next year).
He did offer a bit of an explanation of the delay on 130 NDA, but it wasn't satisfactory... namely that they didn't have quality assurance/distribution agreements set up and needed that before the nda... but how did they not know this over 2 years ago when they said it would be filed by the end of 2011!