- Dacogen guidance for 2011 is $52-55m (slide typo says up to 52m), admits this is conservative, especially as regards progress in ROW
- Still saying that Eisai and JNJ will file the US/EU elderly AML for Dacogen this year. He did not repeat his line about Eisai filing by the end of their fiscal year by 3/31/11- and I repeat my skepticism that either of these filings actually take place
- Worldwide hypomethylator market was >$900m in 2010 (Dacogen plus Vidaza)
- Though elderly AML trial missed primary endpoint of OS, he said there was a "significant trend" towards survival improvement (which of course is a poor choice of words because the whole point was that there was no significance to the result)
- Complete p3 data will be presented around mid-year 2011
- GSK deal now describing as seeking "third-generation" hypomethylators" (dacogen/vidaza are 1st, sgi-110 is 2nd gen)
- GSK- has been 1.5 yrs, have not announced any milestones for selecting leads, but they will announce these events when they occur
- Amuvantinib- slide still says p2 trial will initiate 1h11, verbally said "shortly"- will be 21 pts at first in 10 centers (a couple could be in EU), with stringent response requirement to then enroll 29 more pts
- Over 180 pts dosed already with amuvatinib, wanted to be able to carefully choose indication and see which other drugs it works well with
- Phase 1 results in SCLC and neuroendocrine tumors- 6/13 pts had PRs, 6 more had SD
- Unlike Dacogen and Vidaza which don't accumulate in solid tumors, SGI-110 has the potential to find application in solid tumors in the longer term. COM patent expires 4/2030
- Dose expansion portion of p1/2 SGI-110 trial would be allowed to enroll treatment-naive MDS and elderly AML pts
- Data for both SGI-110 and amuvatinib phase 2 portions would read out in 2012
- PIM kinase program- working on backup compound and next generation series
- Reiterated that will not raise money in 2011
- Question asked about using cash hoard to in-license more assets led to statement that SUPG evaluated 94 asset opportunities over the past year or so, and considered 2 of them of interest. The first was a potential JV with a Japanese company that decided to not partner the asset. The second asset was one in which SUPG was outbid by a larger pharmaceutical company.
Here are my notes from the SUPG presentation at the Roth conference on 3/1/11
Here are my notes from the presentation on 3/14/11. I will also update the SNTA research page with the relevant news from this conference. Note also that CEO bought 5000 shares @ $4.45 on 3/15/2011.
As always, my notes don't include all the info presented- I listen for either new/better explanations of issues previously discussed, and for actual new or revised comments/expectations. So check out the research page link above if you need more background.
Rest of Pipeline/General
Here are my brief notes from the ISIS presentation by CEO Crooke on 3/14/11 and Q&A session
I meant to write a blog post with my notes from the Antares (AIS) presentation at Cowen, but did not get around to it! Sorry. Instead, though, I was able to complete my entire research page for AIS this weekend. You'll find my notes from Cowen and other presentations sprinkled throughout. Keep in mind that AIS 4q2010 results will be announced after the market close today Monday 3/14/2011. Check back tomorrow for my reaction to the press release, conference call, and the 10k annual report whenever that is released.
ADLR presented at the Cowen conference on 3/7/11. The slide deck was revised from what I have seen previously and I thought the presentation was better than most. I will update the ADLR research page shortly with relevant changes, as well as upload a few screenshots of interesting slides from the talk. Here are my quick notes: