Biotech Values

[ThomasS]

ARRY ReadMeFirst

[Updated for Q2/09 Transcript]


What is ARRY’s business all about?
#msg-35321638 2Q09 Earnings CC Transcript
#msg-34770721 12 Jan 2009 JP Morgan webcast tidbits/updated pipelines
#msg-34695577 09 Jan 2009 Corporate initiatives to streamline operations
#msg-33343730 1Q/09 Transcript
#msg-31418933 4Q/08 & YE CC Transcript (8/12/08)
#msg-29098907 3Q08 CC Transcript (5/6/08)
#msg-27628473 Quick primer by ThomasS
#msg-27846565 20 March Lehman presentation: selected slides/2008 Pipeline
#msg-30550565 08 July Collins Stewart presentation notes


Partnered Programs

ARRY-886 (AZD 6244 with Astra-Zeneca)
#msg-29567966 2008 ASCO abstracts presented by AZN
#msg-29601974 Further color on probability of success for (ThomasS)
#msg-29368807 ARRY 886 further development plans announced (5/15/08)

ITMN 191
#msg-29628562 ITMN begins triple combo 14-day trial
#msg-34747018 ITMN reports triple combo data 01/12/2009

Proprietary Programs

ARRY-797
#msg-29120848 ARRY-797 additional data presented at APS (5/7/08)
#msg-29658325 ARRY-797 and inflammation pathways
#msg-29979956 EULAR presentation
#msg-31359282 BAC Conference data release update vs. Celebrex
#msg-33123222 PII data presented at the 2008 ACR/ARHP (10/26/08)

ARRY-162
#msg-29658176 Program rationale
#msg-29979956 EULAR presentation

ARRY-300
#msg-34695611 New MEK inhibitor enters Phase I

ARRY-543
#msg-29627347 ARRY-543 being positioned against TYKERB

ARRY-520
#msg-29627389 Rationale for ARRY-520, especially against AML

ARRY-380
#msg-29658526 Program rationale and cancer proliferation

ARRY-614
#msg-29658526 Program rationale and cancer proliferation

ARRY-403
#msg-32413299 Program rationale
#msg-32494615 Selected slides from 25 Sep 2008 presentation in London



Collaborations/Partnerships
#msg-29627295 Current, known Collaborations
#msg-31999071 Expansion of Genentech Agreement

Valuation and finances
#msg-29062201 Musings on $80M funding transaction