Biotech Values

[mcbio]

Having a pretty large position in Arry, I'm tempted to adopt BTH's terminology and refer to it as a PIG.

It certainly has been from a relative return point of view to date.

But I'm not disheartened, since like you, I've adopted a somewhat longer view.

Any new color on Mek program developments?

Please see #msg-64337906 for my current thoughts on ARRY. All told, I couldn't care less about share weakness in the absence of any fundamental change in the story.

BTH posted #msg-65304610, which I take as another potential indication for MEK inhibitors, either alone or in combo with a BRAF inhibitor. Obviously, we are still waiting on the Phase 2 selumetinib data in melanoma and NSCLC, which should be the next big event for ARRY.