Biotech Values

[mcbio]

The main downside for NVS and ARRY is that GSK is way ahead in this regard since they have already initiated a phase III trial combining their MEK inhibitor and BRAF inhibitor.

I don't know why there can't be room for a couple of players in this space. Plus, remains to be see how the drugs compare in Phase 3; perhaps MEK162 can differentiate itself in some way.