Biotech Values

[mcbio]

Any idea on what indication? Hmmmm...

A good question. I just wonder if ARRY gets their pick of the entire list of trials or are there certain off-limits? Obviously I would hope ARRY would pick the indication that represents the largest patient population. Perhaps in light of the results with selumetinib, they might go for the KRAS+ & EGFR resistant NSCLC patient population (combo of MEK162+BEZ235, which is a PI3K/mTOR inhibitor, per slide 37)? But then, there's not much data out there on that type of combo. I think they probably just need to wait for more data. Not sure when ARRY has to make the decision by. They said it would be a fast to market opportunity so that will obviously eliminate the broadly targeted patient populations where there aren't defined sub-groups (which is 3 of the 10 trials listed on slide 37). Perhaps they go with the BRAF combo and follow in the footsteps of GSK (the CEO did single out PI3K and BRAF combos as being the most interesting).