Biotech Values

[mcbio]

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.

Very much true though I still am curious to see the actual data given the positive earlier data and the fact that this trial has gone on so long. As I think I noted before, there was report of a prior BRAF melanoma patient with V600E mutation having an ongoing 4 year CR to selumetinib from the Phase 1 trial (http://www.ncbi.nlm.nih.gov/pubmed/22293660 ). Would still be interesting to see the P2 BRAF melanoma data to see how it stacks up to MEK+BRAF combos.

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.

ARRY sounds pretty confident that AZN will push forward in NSCLC, at a minimum. Sounds like it would happen next year, assuming it does. ARRY hasn't really said much about the comparison of the P3 formulation to the P2 and what is different.