Biotech Values

[jq1234]

I do like glucokinase AMG151 in diabetes. It is not talked about that much, it is under appreciated IMO, I have high hope for it. I am not sure about CHK1 partnered with Genetech, not much data from this target, how it would be utilized.

As I said, two MEKs and AMG151 are the reasons I like ARRY. I have very low expectation for everything else. For small biotech, it is important to be focused on the most promising compounds, not to develop just for development's sake, willing to terminate programs when needed, not to be blinded by bias. More isn't necessarily better.