Biotech Values

[NP1986]

ARRY expects this to be another data point showing that selumetinib is active but seems to question if AZN will push forward in BRAF melanoma given that they are behind the competition here.

It makes sense given that AZN don't have a BRAF inhibitor (AFAIK), whereas GSK, Roche, and Novartis all have BRAF and MEK inhibitor combinations in the clinic.

I'm still hoping that AZN will commence a phase III trial in KRAS mutant NSCLC soon, as that would be a fairly substantial market. I haven't had a chance to listen to ARRY presentations lately - has there been any talk of the new formulation of selumetinib? I saw on clinicaltrials.gov that the pharmacokinetic study comparing it with the old formulation has been completed.