- See below for my notes from Astex Pharma's presentation at the Lazard conference
- Select "Supergen" and "Astex Pharma" categories to the right for history of other blog posts about this stock
- Complete stock research notes on ASTX page
- Complete webcast listings and links to my notes on Upcoming Events page
- General notes:
- I uploaded some slides from this webcast to the ASTX page.
- AT9283 has been moved to the "partnered" section of the pipeline now.
- The Montigen spinout/company formation was not mentioned this time - not sure if in progress and in quiet period or if it has hit a snag.
- ASTX receives Dacogen royalties for 20 years from date of approval in each country
- GSK-Astex deal - looking at a number of targets, and moving forward satisfctorily (referring to the legacy Astex Therapeutics deal, not the CLIMB-based legacy SuperGen deal - which is destined for the trash bin and/or the Montigen spinout from all I can interpret)
- Astex UK discovery operations now featuring 10th generation fragment library for drug discovery
- Recent paper by Leeson and St Gallay in Nature Reviews Drug Discovery about fragment based discovery - featured Astex technology
- MTD reached for twice weekly dosing phase 1
- Dosing just completing for once weekly portion of phase 1
- Single agent responses include a PR in GIST
- Broad phase 2 program planned to start 3q2012 (led by GIST)
- SGI-110 phase 2 dose expansion expected to start 1h2012
- Amuvatinib - preliminary data 4q2012 (stage 4 small-cell lung cancer SCLC has 5 year survival of just 2% - last new drug approved was topotecan in 1998)
- AT13387 phase 2 GIST data 4q2012
- (No question and answer session on webcast)