Biotech Values

[NP1986]

3. Slide 26 - BRAF mutant melanoma data

(a) Vemurafenib Phase 3 data - ORR = 48% and mPFS = 5.3 months
(b) selumetinib + DTIC Phase 1b data - ORR = 56% and mPFS = 7.1 months

I'm not sure how much can be garnered from this, especially since it is a comparison between a phase III trial with an n of 337 is being compared with a phase I trial with an n of 9.

Nonetheless, I'm looking forward to the phase II data for selumetinib being presented next year.

In regards to the MEK162 Phase 1 expansion trial in biliary tract cancer patients, ARRY will be presenting results at ASCO GI in January where ARRY has seen PRs and CRs in single-agent trials of MEK162 in a heavily pre-treated patient population. (Someone please listen to the 38 minute mark and let me know if my ears have deceived me; seems pretty clear to me that the presenter said there have been both PRs and CRs seen in this trial. It is of course possible that he misspoke.)

That's what I heard too, and if that's true it does seem quite promising. I'm just surprised he is talking about it before it's been presented at a scientific meeting.