Biotech Values

[poorgradstudent]

ARRY:

ARRY has talked for some time about their ability to select an indication for MEK162 and run a pivotal trial in that indication. I assume that ARRY gets greater economics in this selected indication than they do from the other trials that NVS is running.

I wonder if ARRY shoe-horned MEK162 in this so that it costs them less as compared to using selumetinib.

But in response to a comment in your prior post, I think it's really dangerous to assume / hope the drugs are equivalent because they target the same signaling pathway. People thought that of Tarceva and Iressa, but they didn't turn out equivalent. My gut feel is that you can substitute mAbs for each other, but small molecules can be flaky.