Category: Supergen

Astex Pharma $ASTX quick notes from Jefferies 9/27/11

10/2/2011

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Astex Pharma presented 9/27 at Jefferies conference. Click here for calendar of other webcasts and catalysts with links to my notes and find more detailed company and pipeline info on ASTX research page.
pipeline slide (see below) - programs listed in order or prioritization after merger
focus on molecularly-targeted small molecules, primarily in oncology space
HSP90 - phase 1 just about complete. we've seen very early indications of clinical activity, including 1 SD and 1 PR among 4 GIST patients
Montigen - in process of forming new public spinout company (more info here).
no questions asked...

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Astex Pharma $ASTX notes from UBS 9/21/11

10/1/2011

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Astex Pharma (formerly known as Supergen) presented at UBS on 9/21/11 - see my notes below. As always, new comments/updates are bolded for convenience.
See the Upcoming Events page for links to biotech webcasts and my notes.
See the ASTX (formerly SUPG) research page for more detailed company info.

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Montigen notes from Rodman and Renshaw 9/13/11

9/22/2011

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Montigen is a new company being formed, partially seeded with spin out from Supergen-Astex merger (now Astex Pharma $ASTX - click for research page)
This spinout was also discussed on the most recent $SUPG quarterly conference call - click here for my notes.
I've started to assemble a page with notes regarding Monitgen - including the full slide deck from R&R.
Below are my notes from the Montigen presentation at Rodman and Renshaw conference on 9/12/11 (click here for webcast directory and links to all of my notes)

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Astex Pharma $ASTX (formerly Supergen $SUPG) notes from Rodman and Renshaw 9/12/11

9/22/2011

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After completing merger between Supergen and Astex Therapeutics, the combined company is now called Astex Pharma and has symbol ASTX
Detailed info on the company can be found on the (renamed) ASTX research page.
See my notes below from ASTX presentation at Rodman and Renshaw conference on 9/12/11 (click here for complete webcast schedule and links to my notes)

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Valuation Analysis Update for entire BiotechDueDiligence coverage universe

8/23/2011

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We all know that it has been a rough month or two for the biotech sector, fueled by the overall market decline following the debt ceiling debate as well as the biotech sector weakness following $DNDN Dendreon's weak Provenge prostate cancer vaccine sales and resulting 70% drop in stock value. This has resulted in a large list of biotech companies trading at extremely low valuations. While I can't promise that prices won't continue lower, I think now is the time for careful research and evaluation on stocks you may want to own in the coming months. I feel some of the companies listed below are worth owning at today's prices (8/23/11), others may decline even further. For full disclosure, click here for a current list of which stocks I own among those I cover. As always, complete your own research and consider your circumstances before taking any action based on my thoughts.

Keep reading below the jump for my stock by stock analysis:

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Astex Pharma $ASTX quick notes from Jefferies 9/27/11

Astex Pharma $ASTX notes from UBS 9/21/11

Montigen notes from Rodman and Renshaw 9/13/11

Astex Pharma $ASTX (formerly Supergen $SUPG) notes from Rodman and Renshaw 9/12/11

Valuation Analysis Update for entire BiotechDueDiligence coverage universe

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