No 2009 guidance. The Q&A specifically asked about Dacogen and Eisai gave no guidance. They feel it may resume double digit growth, but that's based on some future event. I thought maybe ADOPT news, but not seeing anything. I have posted all the ASCO posters on decitabine and pointed out the ones that looked positive.
During these conferences, companies like to point at the important issues. Eisai has not as of yet. Eisai is sensing something negative developing, this is why they withheld guidance. Maybe they think ADOPT is strong enough to gain back or AML trial, I don't know. But the current picture is they did not give 2009 guidance, and that is a bad sign, IMO. The vanguard funds sold out of their positions and that came after the eisai update. Supg could be under pressure if the street feels that it may linger on a downward sales of Dacogen.
I listen to it several times,with both ears and not the one that just wants to hear selective portions. Look at every press release by CELG on Vidaza, they make it clear "the only drug to show survival".
I want Dacogen to keep it's market share, but have to look at the current info and it looks like it's slippy.