Silver Wheaton Corp. Message Board
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Didn't catch this the first time, but it might be very good news. Apparently they are looking at sgi-110 having an impact on how cancer metastasis. This drug maybe given to help other drugs work better and follow up by treating patients to insure that their cancer doesn't metastasis.
SGI-110 prevented TGFβ-induced EMT and reduced by two-fold the number of cells with stem cell characteristics (ALDH1+). These results demonstrate that DNA methylation is a dynamic process involved in regulation of genes implicated in EMT and metastasis.
Yahoo needs to add a sentiment greater than Strong Buy.Sentiment: Strong Buy
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Dr. M was granted an option to buy 360,000 share @ 4.57. Dated 4/1/13. Mero will not be happy with this.
Sentiment: Strong Buy
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Some people are colored blind. Monday should be a very interesting day. Like how this one turned around. This company has several real and potential drugs. With three of them not partnered yet, but the interests are there.
Sentiment: Strong Buy
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Montigen had nothing to do with sgi-110. Supergen was working on it way before montigen enter the picture. Have to agree with Mero that it was a train wreck, but they may still find a buyer for amuvatinib and salvage something out of it. Dr. Bearss exit should have been a red flag. They are presenting data on amuvatinib at AACR.
Dr. M screwed up on Montigen and may have hit it out of the park on Astex pipeline.Sentiment: Strong Buy
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Mero,
For someone who claims to sit on the board of a bank, you have a poor understanding of the writedown on AVII. Under GAAP Dr. M had to write the value of AVII, the stock had fallen from $20 to $2. They didn't wrietoff the stock, but under GAAP they had to show investors that this investment, that the previous CEO made, had not done well.
Yes Dr. M sold the shares too soon. But no one has a crystal ball. If Dr. M had not sold and the shares had fallen back to $4, you would be critical. Maybe you protest too much?
We have heard these brainfarts before from you. You sound awful unhappy with a stock that should now be in profitable territory and has the potential to make a leap forward on any real news on the pipeline. I battle nitwits like you, think and rory for years on this investment. Looks like the things I pointed out are falling in place.
Had we listen to you and think and rory, well we would not be happy today.Sentiment: Strong Buy
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Mero and hopefullylong,
Please to not reply to my posts. The simple fact that neither of you have ever had a clue about this stock is well documented. I posted about AT9283. The follow up by both of you shows no understanding of how fast this pipeline is expanding.
The best way you can serve this board is by shutting up and enjoy the ride. BTW this stock ran from to 2.30 to 5.50 while you two were absent from this board, I suggest that if you are long, that further absence is required on your part immediately.Sentiment: Strong Buy
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Mero,
Glad that Dr. M owns a lot of options. I want him motivated.Sentiment: Strong Buy
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AT9283 is shaping up to be a decent drug. The ph2 in MM with this drug is about to be complete. If you google this drug AT9283 there are a few nice pieces about how well this drug is performing. Specially read the Blood journal piece. The trial in MM was with 8 pts, that may sound weak, but if you look into who is involved with this trial, they get the ball across the line very often. If you also get a chance google NCIC they are the collaborator on this drug. I believe we see a partnership soon with this drug. Maybe even with CELG?
ASTX is shaping up to be a buyout target. These fragment drugs are doing what they thought they would. That makes this a very appealing target. Specially with all the cash they have. Does Dr. M let this go for $30 a share? That's the low target I believe.Sentiment: Strong Buy
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This is up two additional presentations from what Dr. M stated a few weeks ago. Novartis enter one as a Late breaking entry on AZD5363. Funny how the naysayers are now responding like they know something.
Where's UNLESS and UNTIL?Sentiment: Strong Buy
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Trading up nicely. Touching $4.80 before the markets open. Is sgi-110 a game changer? I think so.
Sentiment: Strong Buy
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Several trades totally almost 7,000 shares were eager to buy astx around the 4.70 range. We may see $5 soon. I believe something at AACR is going to be welcome news when the full details are discussed. If sgi-110 is a great agent as a priming drug, then just maybe most doctors, may turn to it first, before chemo to jump start the immune system. Look we have seen lung, brain and ovarian cancer showing improvements, when using these agents first. The key is how the side effects are much lower than vidaza/dacogen, the drug stays in the system 4 times longer. They also have a biomarker to gauge if the drug's working.
Sentiment: Strong Buy
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Max,
"THEY" being presentations at AACR. There are two that focus in on Sgi-110 and each points to the priming effect that SGI-110 has on cancers. The first one is called SGI-110 Ovarian Cancer Chemosensitizer. Makes the point right in the headline.
The trial that mentions Vidaza is Abstract 679. The title is SGI-110 and entinostat therapy reduces tumor burden. Reprograms the Epigenome.
I'm getting most of todays posts material right from AACR abstracts. If you want to read this stuff, you have to go to the AACR site, find the link to presentations. Locate where you can search abstracts, plug in ASTEX. I gave you the two abstracts that focus in on priming with sgi-110. Good info.Sentiment: Strong Buy
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Max,
Right now they are combining LGX818 and Lee011 in Braf Melanoma. The other cancers was from a presentation on LGX818, where Norartis believes their drug and in combination could have meaningful impact on these cancers. We will have to see if Lee011 is the combination that works best. My guess they combine it with LGX818 at some point, but right now it's in Braf Melanoma.
However looking through what's being presented at ACCR, I stumbled on another presentation on LEE011 and they feel that a trial with our drug should be in Neuroblastoma: Found where we may see a trial with AT9283 combined with CNX-652(Celegene) in Non-hodgkins Lymphoma.
Found a interest piece about CDK4/CDK6 inhibitor. Interesting that Novartis is hiding the real name, which btw is a astex drug. Another trial list a AKT1,2,3 inhibitor. This turns out to be a Astex compound as well. They are releasing early clinical evaluation on a trial in Japan solid tumors.
Lots happening at AACR. This is by far the biggest representation of compounds that ASTEX has ever presented at any time in the history of this company. What's exciting, news can come from numerous directions. Also bad news, so I'm sure we will see a few set backs. I like the few things on sgi-110 that is showing the Primming effect of this drug. They mention Vidaza early signs, but provide how sgi-110 may show greater benefits.Sentiment: Strong Buy
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Novartis added another trial with LEE011. They have a drug LGX818 which in only 5 months showed excellent results. They have LEE011 getting ready for trials in BRAF Melanoma, but now have added a combination trial with LGX818 and Lee011. It's part of several combinations with their LGX818 compound. In a presenation of LGX818, they feel by combining this compound, they could go after Colorectal,NSCLC,Pancreas,Melanoma,Breast cancers.
Sentiment: Strong Buy
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I looked through vidaza and dacogen trials and the only one handling it by John Hopkins is one by vidaza. The sgi-110 trial has nothing at John Hopkins. But....we have a drug that has lower side effects and much longer self life. This is going to be interesting to watch how this pans out over the next few years.
Sentiment: Strong Buy
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Found this info on a stand up to cancer web site. The priming ability was discovered with dacogen and vidaza. Also seen with second generation drugs (aka sgi-110, we hope). The recent discussion in Time Magazine may mean that they are able to repeat this on off switch. After two/four cycles they are seeing long term benefits. What would really benefit ASTX shares would be solid finding from the Dream team. You couldn't buy this much free press, that would follow. Here is the info:
Develop a clinical trial that utilizes a new second generation epigenetic drug that may be able to more effectively inhibit the epigenetic changes involved in cancer causation.
Project Status:
This SU2C Dream Team has tested a combination of epigenetic drugs in clinical trials and saw tumors shrink in a group of patients with non-small cell lung cancer, who had previously been treated, unsuccessfully, with three different chemotherapy regimens. More importantly, the team made the intriguing observation that multiple patients who were required to stop therapy after only two to four cycles have long survival periods and several are alive years after completion of these courses. These finding suggest that very short courses of the two epigenetic drugs used may have a lasting effect, and “prime” cancer cells to better respond to subsequent therapies such as cytotoxic chemotherapy, or immunotherapy. The Dream Team also reported success in a clinical trial testing a new generation of epigenetic drug in patients with leukemia, which prompted them to explore the possibility of conducting additional trials in solid tumors. The Dream Team is currently conducting clinical trials in breast, colon and lung cancers as well leukemia.Sentiment: Strong Buy
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This sounds a lot like sgi-110. The priming agent was something I pointed out a while back. Could we someday see sgi-110 given in combination in most cancers? This could be a 1B+++++ drug. Throw in some nice results from at13387 and who knows what we are sitting on.
Sentiment: Strong Buy
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The presentation I mentioned above is on AZD5363. What's missing in the presentation is the body of the abstract. All it mentions is that they will release data on two ph1 on results and clinical evaluation on Japanese solid tumor trial with this drug.
Astra Zeneca will also be presenting clinical on CCT129254, this is a astex drug. They basically are looking at combination, this drug may benefit other drugs, where the cancer finds a pathway that CCT129254 inhibits.Sentiment: Strong Buy
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This is what I liked at Roth presentation. Dr. M pointed out how he left blank the milestone payments from partnerships for 2013, but hinted they maybe near 18M this year. Making 2013 a breakeven year. Those 1B in partnership milestones are going to start wondering in. Specially watch Lee011 and AZD 5363 and AZD 3293. I noticed at ACCR one of our partners, listed the trial as presenting, but was very secret about what they will discuss. I will look up the presentation.
Sentiment: Strong Buy
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Looks like Casamento used options on Friday and hopefully moved them to his trust? Maybe Dr. M also used this method?
SGI-110 as a priming agent. Here is a piece from AACR:
We recently demonstrated for the first time in a clinical trial that therapeutic interventions targeting the OC methylome reverse drug resistance and induce meaningful clinical responses. While the FDA-approved demethylating agent decitabine is prone to deamination by cytidine deaminase, SGI-110 (Astex Pharmaceuticals, Inc.), a dinucleotide analogue of decitabine, is more stable, less toxic, and a promising alternative to restoring silenced TSG expression in cancer cells by reversal of DNA methylation
This may be a huge success for SGI-110 acting as a priming agent for hundreds of drug combinations. If you read the abstracts you hear words like Significant anti tumor response as describing sgi-110.
There's a case being made that SGI110 + CG Vaccinations in Myeloid Maligancies.
AT9283 +CNX652 in Non Hodgins Lymphoma.
AZD5363 In two presentations at AACR.Update in the Japan solid tumor trial.
AT-IAP I feel will be the next drug they take into trials.
Whomever buys this company out will be getting it at a steal. Watch this gap to $7 after AACR and looing for a $30 buyout. DR. M will not let it go cheaper.Sentiment: Strong Buy