happy monday! This is a nice deal for both companies IMO. GSK's braf / mek do over 1B a year, and ARRY should eventually dominate the space (along w expansion into braf mutant CRC) This is a nice premium for ARRY considering what NVS paid for GSK's braf/mek a few years ago. For PFE any success w PD-1 combination is pure upside given the value of the BRAF/MEK just in current indications I have to hang onto some ARRY shares for tax purposes but will eventually look to buy another oncology company (IMMU is high on my watch list) congrats to anyone else that is a long here
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