Biotech Values

[mcbio]

AZN seems strongly committed to Selumetinib development, so that's still a plus for ARRY.

Well, the P2 OS NSCLC data was not good. And, keep in mind, it took some time for AZN to decide that they wanted to push forward into P3. So, I'm a bit skeptical.

On ECYT, you may be right about the folate receptor being a flawed approach. But the prostate drug is targeting PSMA.

I've read a lot of skepticism on PSMA as a target. I think that is based on prior disappointments in the clinic.

How come you dropped out of the top ten in the Contest?

I hope it's just a simple scorekeeper error. Haha, seriously though, been a tough year. Good to see Dew representing the board well though.