>> In fact, in vitro HER-2 inhibition 380 is in the 10nM and Neratinib is 50nM. I sure believe combining herceptin or TMD-1 with 380 will yield some good results since it is just a better drug than Tykerb.
If drug development were about looking at vitro inhibition only, there wouldn't be much failure. I am not sure oral HER2 in combo with Herceptin/Kadcyla will be much better than Herceptin/Kadcyla based on what we have seen from clinic. Success of Perjeta in combination may imply inhibiting other ERBB family members at the same time is important. ARRY543 and Neratinib, inhibiting more than HER2, might have some sort of advantage for working with or around Herceptin/Kadcyla.
>> ARRY-380 went into the clinic around the same time as neratinib. We had a good look of 380 data in 2010 and we knew it was a good drug with excellent tolerability profile, but the management just didn't know what to do with it.
PFE put Neratinib into clinic almost 10 years ago. Look at the number of clinical trials run and amount of data generated compared to ARRY380/ARRY543 - simply can't be done by a small company that has to pick and choose.
>> I am not assuming every company can do what PBYI management did. However, if PBYI management was able to push the market cap to 2B even before the phase 3 with an oral HER-2 inhibitor, I don't think I am wrong to say ARRY management do not deserve their pay.
You should invest all of your money in PBYI type of companies instead of complaining. There is very few out there. I'd agree in general term managements from many companies don't deserve their pay.
