Replies to post #110103 on Biotech Values

[mcbio]

My understanding is that the response rate normally only includes complete + partial responses so in this case it would be 2/30. IMO even if ARRY-520 is a single agent the response rate should be comparable to combinational treatments.

ARRY is conducting a single agent PII trial so they must see something positive.

I would think that SD for >6 months for 26% of these highly refractory MM patients means something clinically. Perhaps that's why ARRY is moving forward into Phase 2 in testing 520 as a single-agent. It's either that or Zebra's Law for the single-agent aspect of the drug. I'm anxious to see results for the combo of 520+Velcade as management seems to be touting more potential for 520 in combination with Velcade as opposed to just a single-agent.

[rkrw]

Myeloma is an incredibly crowded space and the 520 data isn't spectacular like say Elotuzumab. I can't help but think arry is throwing good money after bad with this indication.