Biotech Values

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ARRY ReadMeFirst

Disclosure: Author of ARRY RMF is long ARRY. Do your own due diligence.

[(1)Phase 2 selumetinib KRAS NSCLC results; (2) 3Q12 results; (3) 3Q12 CC notes.]

What is ARRY’s business all about?
#msg-75032384 3Q12 results; #msg-75080076 Notes on 3Q12 CC
#msg-71525182 2Q12 results; #msg-71567015 Notes on 2Q12 CC
#msg-70934911 CEO resigns
#msg-70040750 Analyst Day CC notes (12/16/11)
#msg-68535977 1Q12 results; #msg-68577942 Notes on 1Q12 CC
#msg-65989768 4Q11 results; #msg-66030567 Notes on 4Q11 CC
#msg-63999459 ARRY @ Jefferies (6/7/11)
#msg-62674159 3Q11 results; #msg-62714663 Notes on 3Q11 CC
#msg-59386277 2Q11 results; #msg-59429949 Notes on 2Q11 CC
#msg-57234196 ARRY@Piper (11/30/10)
#msg-56449531 1Q11 results; #msg-56502955 Notes on 1Q11 CC
#msg-53139954 4Q10/FYE results
#msg-51119850 ARRY @ Jefferies (6/9/10)
#msg-49737498 3Q10 results; #msg-49786607 Notes on 3Q10 CC
#msg-45521735 ARRY @ J.P. Morgan (1/13/2010)
#msg-44455156 ARRY@Piper (12/1/09)
#msg-46210454 2Q10 results; #msg-46210979 Notes on 2Q10 CC
#msg-43207796 1Q10 results
#msg-40423544 4Q09 results
#msg-37646026 3Q09 results
#msg-38825101 ARRY@6/17/09 Jefferies conference
#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-27628473 Quick primer by ThomasS
#msg-27846565 20 March Lehman presentation: selected slides/2008 Pipeline

Valuation and finances/Insider activity
#msg-71931193 20M share offering on 2/9/12
#msg-38455909 Musings on valuation
#msg-38002417 Musings on $40M funding transaction (5/19/09)
#msg-40290243 ARRY draws remaining $40M
#msg-29062201 Musings on $80M funding transaction
#msg-62674248 Re-structuring of Deerfield debt (5/2/11)
#msg-64199863 ARRY cuts 20% of workforce (6/13/11)
#msg-64374227 #msg-63255049 ARRY CEO buys shares on two separate occasions

News flow
#msg-45521735 2010 Milestones

Partnered Programs
#msg-65983725 ARRY inks deal w/Genentech for ChK-1 program; #msg-65989124 Musings on deal
#msg-57194106 $10M CELG milestone (cFMS inhibitor)
#msg-29627295 Current, known Collaborations
#msg-38824100 Restructuring of CELG agreement (6/17/09)
#msg-31999071 Expansion of Genentech Agreement

MEK162
#msg-29658176 Program rationale
#msg-71829441 GSK MEK has positive P3 results in melanoma; #msg-71836895 musings on GSK data
#msg-70987975 ASCO GI abstract (1 CR in biliary tract cancer patient)
#msg-63896876 GSK MEK/BRAF melanoma data
#msg-61847480 ARRY @ Leerink (4/7/11); possible dosing advantage for ARRY MEKs
#msg-61816351 Receives $10M NVS milestone for Phase 2 start
#msg-57768947 NVS oncology webcast (development plans for ARRY-162)
#msg-49174053 ARRY-162 partnered with NVS; #msg-49231954 Musings on deal
#msg-39623352 IND filed for ARRY-162 cancer trial
#msg-41177624 ARRY-162 fails in Phase 2 RA trial

ARRY-403
#msg-44521107 ARRY-403 Partnered with AMGN
#msg-36886234 Initiation of PI Trial for ARRY 403
#msg-40391324 Positive Phase 1 results
#msg-32413299 Program rationale
#msg-32494615 Selected slides from 25 Sep 2008 presentation in London

ARRY-886 (Selumetinib with Astra-Zeneca)
#msg-75661721 Phase 2 KRAS NSCLC results (ASCO OS data)
#msg-73999997 Positive but uncontrolled P2 results for selumetinib against low-grade serous ovarian cancer
#msg-73647331 Negative P2 results for selumetinib against papillary thyroid cancer
#msg-73541942 Nature article on selumetinib mutations
#msg-67560232 Top-line Phase 2 selumetinib KRAS NSCLC combo data; #msg-67592626, #msg-67577416, #msg-67594263 (musings on data)
#msg-59429949 ARRY management previously guided that this trial was not powered to detect a stat sig OS benefit (Item 6 of message)
#msg-62615601 Early Phase 2 data in biliary cancer patients
#msg-38279246 AZN & MRK form alliance to develop AZD6244 with MRK’s Akt inhibitor
#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)

ARRY-543
#msg-65133150 543 licensed to ASLAN; #msg-65167517 musings on deal
#msg-29627347 ARRY-543 being positioned against TYKERB
#msg-37207211 2009 AACR data


Proprietary Programs

ARRY-520
#msg-69825024 520 ASH PR
#msg-57389071 Phase 1 single-agent ASH data; #msg-57398158 , #msg-57400694 , #msg-57404214 (musings on results/outlook)
#msg-57497004 Cautionary note on competition (carfilzomib Phase 2b data)
#msg-50942302 ARRY-520 Phase 1 MM results
#msg-29627389 Rationale for ARRY-520, especially against AML
#msg-37207266 2009 AACR data

ARRY-380
#msg-29658526 Program rationale and cancer proliferation
#msg-44469826 Positive Phase 1 results
#msg-55080837 Updated Phase 1 ASCO data

ARRY-614
#msg-69824793 614 ASH PR
#msg-29658526 Program rationale and cancer proliferation
#msg-37152058 2009 AACR data