Biotech Values

[jq1234]

I am not missing anything. The more they spent time talking up a drug like 797, the less interested I am. Talk isn't going to dispel doubt about this class of drug for chronic use. It sounded desperate to me. I'd like to see real data from 614, not what they claim. They said 520 data was exciting before, but it wasn't. The main value from ARRY remains to be the partnered drugs to me, two MEKs and AMG151. I just wish AZN could get their act together, moving to ph3, or trying more combinations with other targeted drug in ph2.