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Biotech / Medical : Anadys Pharmaceuticals, Inc. (ANDS)
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To: DewDiligence_on_SI who wrote (26)11/5/2006 10:59:53 AM
From: Mike McFarland  Read Replies (2) of 86
 
The latest quarterly conference call is archived
and downloadable on the Anadys website.

I think it is a perfectly good discussion and
overview of the handful of programs at ands--
most of the questions fielded however were of
a pretty biotechy nature. Since I don't know
a nucleotide from a nucleoside I'm only going
to post a few blurbs:

>Good clinical and preclinical programs, some
talk of timing and partnership discussions
on 380, but when I hear 'inflection point' I tune
out. I'll wait for press releases in the spring.
>A good sense of the expanding market for
hep therapies.
>Structural design and chemistry are strong,
productive.
>Novartis is very likely still committed to 975
and will have some slides on it at a presentation
late in the month.

Anadys really needs a new CEO. I'm sure
Kleanthis Xanthopoulos is a perfectly good
scientist and all that, but I really got the
sense of a disconnect between the rest of the
speakers and the CEO--he almost sounded as if
he was trying too hard to impress the callers.
And these fund managers calling in, I was really
suprised--a couple of them sounded like real
experts, digging for gold in the dosing regimens
and all that. Sheesh, say nothing Kleanthis, let
the new CEO dish it up later.

Anyway, as I said, my notes are mostly useless but
I enjoyed the call. All Anadys needs is to pick
a strong CEO and the valuation will correct.
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